AI-Powered Document Analysis

Automate document validation, extract key financial data, and experience smart–matching payments — improving accuracy and compliance. 

• **Document Validation: **Cut review time by up to 70% with AI that instantly identifies document type, completeness, and key mismatches.
• **Detailed Consistency Checks: **Flag discrepancies between documents and applications with clear pass/fail results and actionable next steps.
• **Financial Data Extraction: **Automatically pull balance sheet and income statement values into structured data, eliminating error-prone manual entry.

Smarter Document Reviews AI-powered document analysis validates credit documents at the moment of upload, checking for completeness, formatting, expiration, and consistency within the application. Discrepancies like mismatched names or outdated EINs are flagged instantly, with clear pass/fail results and suggested follow-ups to keep your operations moving.

Extract Key Financial Data When financial statements are uploaded, key fields are extracted automatically — no need to rekey or interpret scanned files. These data fields are fed directly into your scoring models, creating a pipeline from document intake that informs next steps and credit risk strategies.

Process Remittances Faster AI-assisted OCR reads remittance advice, matches it to open invoices, and syncs updates back to the system of record. Decipher and apply remittance in any format and language. Exceptions are easy to review, but the routine work stays out of your queue.

Features

• Instant Document Validation: AI checks document type, completeness, formatting, and expiration upon upload.
• Discrepancy Detection: Flags mismatches like names or EINs with pass/fail results and suggested actions.
• Financial Data Extraction: Automatically pulls values from balance sheets and income statements into structured formats.
• Remittance Matching: AI-assisted OCR reads and applies remittance advice to open invoices across formats and languages.
• Scoring & Reporting: Documents are scored for validity and consistency, with detailed breakdowns for analysts.