Features
Financial statement spreading (tax returns, audited, unaudited)
AI credit memo generation (saves up to 75% drafting time)
Automated web search for business due diligence (EDD)
Industry risk intelligence (NAICS-level risk scores)
Underwriting co-pilot (real-time Q&A on ratios vs portfolio)
Key ratio calculation (liquidity, leverage, etc.)
Portfolio management (aggregate financial data across cases)
Auditor's notes summary and analysis (footnotes, covenants)
Same-day turnaround on financial spreads
API integration (days to integrate)
Dashboard, API, JSON, CSV, Excel delivery
Human-in-the-loop validation for 100% accuracy
Automated extraction and structuring of financial data
Real-time business and industry risk intelligence
Extract coverage terms, limits, exclusions, and endorsements
Side-by-side policy comparison
Identify non-standard language and coverage gaps
Generate summary reports with key findings
Natural language search across policies
Automated compliance checks
Track policy versions and changes
Export reports to PDF or Excel
Batch upload of multiple policies
Customizable report templates
