Access our Webinar on Cutting Costs & Boosting Recovery with Voice AI!
logo
SOC 2 Type II ComplianceSOC 2 Compliant
PCI DSS CertifiedPCI DSS Certified
Workflow AI Agents

AI Agents for Financial Spreading

Automate financial statement analysis with AI-powered spreading, validation, and risk assessment.

Contact Sales

Key Features

Powerful AI capabilities designed to transform your operations

Statement Ingestion

Automatically extract data from financial statements

GAAP Normalization

Normalize financial data to global and local GAAP standards

Ratio Analysis

Calculate key financial ratios and risk metrics automatically

Validation & QA

AI validates data accuracy and identifies anomalies

Use Cases

  • Commercial lending
  • Credit underwriting
  • Financial due diligence
  • Portfolio monitoring
  • Risk assessment
  • Covenant compliance

Key Benefits

  • Reduce spreading time by 90%
  • Improve data accuracy
  • Faster credit decisions
  • Lower operational costs
  • Better risk assessment
  • Scale credit operations

Industries We Serve

Trusted by leading organizations across multiple sectors

Commercial Banking
Credit Unions
Private Equity
Asset Management
Insurance

Ready to learn more? Schedule a call with an AI Agent expert.

Schedule a 30-minute call to see how you can deploy AI agents for your collections operations.

Get a demo