From source document to
analyst-grade report.
Upload a credit memo, loan file, KYC pack, or counterparty report. The model extracts the substance, structures it against your template, and returns a complete narrative with citations on every figure. Analysts review and ship.
Analysts stop typing the same report every week.
Hours per file, every file.
A credit analyst opens a 60-page facility file, pulls the same fields into the same template, formats the narrative, double-checks the numbers, and sends it to review. Most of the time is reformatting, not judgment.
A complete first draft, ready for review.
The file goes in, the AI extracts exposures, covenants, security, and counterparties, applies your template, cites every figure, and returns a structured report. The analyst reviews the judgment calls, not the formatting.
See it processing a real document.
Document understanding tuned to banking artefacts.
OCR plus structured extraction
Scanned PDFs, native PDFs, spreadsheets, and emails. Tables, footnotes, and signatures handled in one pass.
Template-driven output
Produces reports in your house format, with section weighting and tone configurable per team.
Citation on every figure
Each extracted value links back to the source page and span. Reviewers verify in one click.
Versioning and audit trail
Every generation, edit, and approval is captured for compliance review and regulatory readiness.
From upload to reviewed report.
Upload
Drag in the source documents, or auto-ingest from your DMS or shared drive.
Extract
The model identifies entities, figures, and clauses, with confidence scores on each.
Compose
The structured report assembles against your template, with citations attached.
Review
The analyst checks judgment calls. Edits flow back into the audit trail.
For the teams that read for a living.
Detailed solution brief
Document types, extraction quality, and review workflow patterns.
Bring Expert Report Writing into your bank.
Share the document type and the report you produce today. We will scope a discovery session and, if appropriate, a proof of value with a small sample.