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
Access 100+ data providers for firmographics, technographics, funding
Live intent signals: job changes, funding, hiring, website visits
AI research agents for deep company and competitor analysis
Built-in AI sequencer for multi-channel outreach with warmup
Native email sending with automated warmup
Lead scoring based on propensity to buy
Local business search from Google Maps with import
Enriched LinkedIn posts, company details, and mobile numbers
HTTP API and webhooks for custom integrations
CRM sync with HubSpot and Salesforce (Pro+)
Credit-based system: 1 credit per email, 10 credits per phone
Unlimited users on all paid plans
Web scrapers for custom data extraction
Company Lookalike Finder (Growth+)
ABM (Account-Based Marketing) on Pro+
