Agents at every step of the credit process.
Agents read the file, spread the figures and draft the memo, and every decision waits for your people. Type @ where you ask, and choose one.
Where should we begin?
Change how credit work gets done
Run the credit process.
Whole stages, from the first document to the signed decision.
Serve your borrowers.
Answers and requests in every channel your borrowers use, with the file updated behind them.
Make your analysts faster.
Agents beside each analyst, reading your policy and the file, so every decision comes with its evidence attached.
Every workflow, filed by the desk it serves.
Client profile sits with due diligence, financial spreading with underwriting, and every card says what it does and which stage uses it. The ones built for your firm are filed in the same library.
Ask
Workflows
The financial statements spread by period into one table per statement, every cell cited.
- Figures
- Score
- Memo
- Verification
- Committee
Underwriting
Financial spreading
The financial statements spread by period into one table per statement, every cell cited.
- Figures
- Score
- Memo
- Verification
- Committee
Built for real work
Every channel the work arrives through
Email, documents, portals, WhatsApp and calls.
Handles the exceptions
It knows when it cannot be sure, stops and names the person who decides.
Connected to every system
Through an API or MCP, inside your access controls.
Works from your rules
The judgment of your head of credit, written down and signed.
Proven before it goes live
On your hardest past credit files.
Scheduled by writing one sentence
Say when it should run and what it should do, and it runs then.
Called with @ from any message
Type @ where you ask, choose the agent or the workflow, and it runs on that file.
Nothing goes live until every file matches.
Each stage runs your hardest past credit files first, with your team’s decision next to its own. Where the two differ, the rule is written down and the file runs again.
Your hardest past files
Borrower to decision, replayed
The rule is written down. It runs again.
4 of 5 cases pass
When every file matches
Built for teams that run many
Everything a team needs from the first agent to the fiftieth.
The library
Every agent filed by the desk it serves, built once and reused.
Roles and permissions
Who can build, change and approve, down to each workflow.
The run record
What every agent read, produced and handed to a person.
Tests on past runs
Every change replayed on your past files before it goes live.