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Purpose-Built Automation for Equipment Financing
- Effortless Sync: Auto-sync data from application form, bank statements and financial statements direct to your CRM
- Seamless File Management: Automatically rename files to your schema and push to your CRM without needing to drag and drop
- Reduce Fraud Risk: Auto-detect fraudulent bank statements and financial statements
- Instant Credit Analysis: Gain instant picture of an applicant’s financial health from bank statement and financial statement spreading, and route appropriately
.avif)
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From Submission Received to Your LOS in Minutes
Receive
Send full applications and any supporting documents to us live via email forwarding, API, or bulk upload.
Classify
Automatically organize and rename files into relevant document types without manual effort.
Parse & Validate
Extract key fields into your underwriting format while detecting and flagging fraudulent documents.
Enrich
Enhance your data with machine learning or third-party sources to categorize bank transactions, identify critical business details, generate cash-based financial statements, debt summaries and more!
Evaluate
Check applications against your policies, enabling auto-declines, automated policy checks, or requests for additional information.
Sync
Seamlessly populate new records into your CRM or Loan Origination System (LOS) without revisiting your submissions inbox.
Automatically Classify, Analyze and Extract Data from 50+ Document Types
and many more..
Independent, Enterprise-Grade Software You Can Trust
Independent
Not affiliated with one of your competitors
Secure
SOC2, GDRP, CCA compliant
Robust
Parsing over 30,000 documents every day
Trusted
by over 130 financial and professional services firms