Assists with loan origination and assessment by extracting information from applications, bank statements, and supporting documents
Time Saved
65% reduction in processing time
Annual Savings
$180K+
FTE Equivalent
2+
ROI Timeline
9-12 months
Captures loan application and supporting documents
Extracts data from bank statements, pay stubs, and tax returns
Retrieves credit bureau data and calculates debt-to-income ratio
Identifies and highlights potential risk indicators
Creates comprehensive summary with pre-populated system data
Loan officer reviews profile and makes lending decision
5
Automated Steps
1
Review Points
Combines multiple agent types for complex workflows
Choose the deployment model that best fits your security and infrastructure requirements
Multi-tenant SaaS on AWS/Azure/GCP
Dedicated instance in your VPC
Deploy in your data center
Extracts invoice and payment details from documents and emails, validates amounts against purchase orders, and prepares entries for accounting systems
Matches transactions across bank statements, ledgers, and internal systems to identify unmatched or suspicious entries
Extracts customer details from KYC documents and screens them against internal rules and external watchlists
Join industry leaders transforming their Finance & Compliance operations with autonomous AI
12-16 weeks deployment • No infrastructure changes • Cancel anytime