95% faster month-end spreading for SME Capital
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Platform Capabilities

The underwriting
automation
platform

Underwriting automation, robust workflows, and governed data—designed to operate reliably in production and integrate into existing systems.

Built for auditability, human-in-the-loop review, and enterprise integrations

Three components that only matter when they work together

Enterprise teams don't need another AI feature. They need an integrated system that captures financial data accurately, routes it through real workflows, and makes it usable everywhere it needs to go.

1) Engine

Underwriting-grade extraction with humans in the loop

Purpose-built extraction tuned for underwriting use cases, balanced for accuracy, speed, and reviewer ergonomics. Reviewers can see exactly what was captured and why, with clear traceability back to source documents.

2) Workflow

Flexible, versioned workflows that evolve with your requirements

Create and maintain workflows that adapt as your needs change: new fields, new schemas, new regions, new policies. Versioning keeps changes controlled, auditable, and easy to roll out across teams.

3) Data

Captured data that's usable across people, agents, and legacy systems

Structured outputs designed for downstream use: across analysts, internal tools, AI agents, and existing enterprise platforms. Your data remains portable, accessible, and easy to integrate.

Production-grade AI is hard to get right

Reliability, governance, and adoption matter as much as model performance. We've refined our platform to deliver AI capabilities that work for underwriting:

  • Citations and traceability that show exactly where numbers come from
  • Fast feedback loops that learn from a single correction
  • Human-in-the-loop controls for review, escalation, and exceptions
  • Embeddable components that slot into existing workflows
  • Operational quality designed for real teams, not prototypes
Reliability Benchmark
>95%
Extraction accuracy on standard financial statements*
< 60s
Full income statement spreading and validation*
100%
Auditability of every model-assisted decision
*Based on internal benchmarks across standard income statements and balance sheets. Actual performance varies by document quality and format.

Designed for every stakeholder

Enterprise decisions require confidence across teams.

Credit / Risk

Underwriting nuance without the hand-waving

We understand the messy reality of financial analysis: complex categorisation, multi-entity structures, spreading, and portfolio monitoring. Our system is built for the edge cases that matter when risk is real.

  • Proven with live lending portfolios
  • Handles multi-entity structures
  • Edge-case tested with real data

Product

Designed for product teams to ship and scale

Clear UX, strong reviewer ergonomics, and the primitives product teams need: citations, auditability, feedback loops, and embeddability.

  • Embedded components ready to ship
  • Clear reviewer UX with citations
  • Feedback loops that learn fast

Engineering

Integrations that hold up in the real world

We build durable, ergonomic SDKs and modern APIs. Designed to run reliably inside enterprise environments, including strict security and on-prem constraints and ready to modernise legacy and core systems.

  • API-first
  • Private cloud / on-prem options
  • SSO/SCIM, audit logs, SIEM export

The Technical Foundation

The underlying layer:
Context Engineering

Our platform is built on deep technical capability in making AI work in production at scale: evaluation frameworks, data science, research, and rigorous iteration. We continuously test what's achievable today and operationalize it safely for enterprise use.

In plain terms: evaluation + controls that prevent hallucinations from reaching reviewers.

Research-Driven

Custom extraction and analytics layers specifically designed for financial underwriting topologies.

Enterprise Governance

Built-in evaluation loops that self-heal, validate and correct before they reach the reviewer.

Enterprise-ready by design

We provide the security, governance, and control primitives expected by Tier 1 financial institutions.

Governance

Role-based access and review controls

Auditability

Full audit trail: what was extracted, who approved, and when

Deployment

Cloud, private cloud, or on-prem options

Reliability

Enterprise SLAs and 24/7 priority support

Authentication

Full SSO and SCIM provisioning support

Security

SOC 2 Type II underway; controls tracked via Vanta Trust Center

Data Residency

UK/EU data residency options with configurable retention

Compliance

GDPR-ready: data export, deletion, access controls, and processing records

Integrations & Deployment

Designed to fit into your existing stack, not replace it.

API & Webhooks

RESTful APIs with webhook events for real-time updates. Push extracted data into your LOS, CRM, or data warehouse.

  • LOS / Origination systems
  • CRM integrations
  • Data warehouse export

Embedded Components

Drop our review UI directly into your lending portal. White-label ready with your branding.

  • Embeddable iframes / SDK
  • White-label options
  • Custom theming

Deployment Options

Deploy into your VPC or on-prem for Tier 1 requirements. Full control over data residency.

  • Cloud (multi-tenant)
  • Private cloud / VPC
  • On-premise deployment

See it in your workflow

We'll show you how embedded AI can capture and govern financial data inside your existing process, without sacrificing reliability or control.