Solutions
52 working agent solutions — configured to your book, governed by your policy. Page 1 of 3.
Extracts and normalizes financial statements — any format, any accounting standard — into spread-ready data, five times faster than manual work.
Consolidates asset data from ERP, maintenance logs, sensors, and spreadsheets into one governed record — every attribute validated and traced to its origin.
Monitors borrower and portfolio company financials continuously — surfacing changes in financial health and emerging risk with source-cited evidence.
Captures borrower applications and onboarding documents through digital intake — classified, extracted, and validated into a decision-ready lending file.
Evaluates borrower income, leverage, liquidity, and cash flow from source financials — repayment capacity analysis with every figure cited to its page.
Validates borrower identity, business entity details, and eligibility attributes from source documents — consistent, auditable checks on every file.
Collects and organizes borrower financials, statements, and supporting documents into one structured lending file — complete, indexed, and source-linked.
Analyzes borrower performance, anomalies, and repayment risk from extracted financial data — every finding traced to the source document behind it.
Reads appraisals, guaranties, and loan documents to assess collateral strength, guarantor support, and structural protections — every finding cited to source.
Reads data rooms, CIMs, customer contracts, and external research to build a cited view of market, customers, competitors, and growth for the deal team.
Extracts, validates, and normalizes financial disclosures from 10-Ks, 10-Qs, and annual reports across formats and languages — cited, structured, model-ready.
Builds continuously refreshed company profiles and tear sheets from filings, news, and internal sources — every fact dated and cited to where it came from.
Reads credit agreements and borrower financials to test covenants, flag breaches and late reporting, and track compliance trends across a portfolio.
Assembles borrower, collateral, and supporting documents into one complete, indexed credit file — with gaps flagged before underwriting opens it.
Drafts credit memos from spread outputs, borrower documents, and risk signals — every figure cited to its source page, every draft analyst-owned.
Ingests CIMs, financials, presentations, and contracts from any data room into one indexed diligence workspace with source-linked extraction.
Classifies inbound borrower documents against your checklist, extracts key identifiers, and builds a structured intake package underwriting can trust.
Tracks required borrower documents across channels and deal stages, requests exactly what is missing, and verifies each file against the checklist.
Turns earnings calls and transcripts into structured signals, themes, and cited talking points for credit, risk, and research teams.
Drafts earnings summaries and commentary from financial results and KPI baskets, with every figure cited and every draft human-approved.
Finds policy exceptions in loan files and credit terms, then routes each one through a governed approval path with a complete decision trail.
Checks every loan file against its required-document checklist and flags missing, expired, or inconsistent items before underwriting begins.
Extracts financial metrics and disclosures from filings and reports, then compares them across periods with every figure cited to its page.
Pre-built AI agents for finance and accounts teams — invoices, filings, leases, spreads, and audit trails — with human review on every output.