Seamless data, faster risk insights

Enabling Lending and Fintech teams to effortlessly automate their data workflows

Documents, forms, conversations, spreadsheets combined in a single node and sent to external sinks

Built by experts from

SME Capital Univeristy of Oxford The Alan Turing Institute Denodo get smarter Goldman Sachs Univeristy of Cambridge

Products

Deal copilot

Effortlessly extract data from businesses, people and documents

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Automate data extraction
  • Show
    Train the copilot with your data needs once, and watch it learn and replicate your workflow automatically
  • Refine
    Seamlessly add and edit fields, e.g., financials, management, and for multi-entity deals
  • Extract
    Automatically extract, standardize, and structure data from leads into an auditable format
Onboarding assistant

Increase lead conversions by meeting customers on their terms

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Mobile usage
  • Capture
    Meet your customers where they prefer, via chat, web, email, or voice. Capture and validate data, even from documents.
  • Refine
    Powerful tools to manage your data, defined in natural language, but fully connected to your existing systems.
  • Engage
    Keep your customers moving through your onboarding flow with user sensitive features to maximise conversion.

Make your financial data painless

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Frequently asked questions

AI-Powered Financial Data Processing Solutions

We've built a better way to capture and structure data. You can then download this data as an excel or word doc and/or send it straight to your internal databases or CRM as a JSON via our API. This increases the quality of data sent to your CRM and reduces the time it takes from first contact to closing.


Popular use-cases this has enabled:

  • Automate data collection from unstructured data received from leads via PDFs or Excel to create a first version of a completed application that you can refine with your lead
  • Automate collection of follow up data from your leads by sending automated follow up emails with a link to complete the data submission using our Onboarding Assistant
  • Automate the generation of summary reports from the captured data

    • Our AI data extraction platform supports comprehensive financial document processing across all major formats used in lending and financial services:


  • Traditional documents: PDFs, Word documents, Excel spreadsheets, and PowerPoint presentations
  • Financial statements: Bank statements, profit & loss statements, balance sheets, and cash flow reports
  • Loan documentation: Tax returns, pay stubs, credit reports, and loan applications
  • Digital sources: Website URLs, online banking portals, and API data feeds
  • Audio processing: Customer calls, voice memos, and recorded interviews for KYC compliance
  • Image formats: Scanned documents, photos of financial documents, and mobile-captured images

    • Our OCR and natural language processing capabilities ensure accurate data extraction regardless of document quality, handwriting, or format variations commonly found in financial documentation.

    We can cater to data in any format - PDF, Excel, PowerPoint. We can even extract data from website URLs or capture data from audio.

    Yes, we take data security very seriously. We will never use your data to train models, maintain strict access controls, and comply with major data protection regulations to ensure your information is always protected.

    Yes, we have an API, we also have an embeddable SDK. Book a demo for access!