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
AI-powered contract analysis and review
Chat-based document conversations with AI and teammates
Advanced semantic search across contract repositories
Automatic detection of contract types, signatures, and key terms
Smart alerts for payment, renewal, and reporting deadlines
Workspaces for synced team collaboration
End-to-end workflow experience (redesigned April 2025)
Integration with Anthropic's Claude AI
GDPR, ISO27001, and SOC2 compliant
24/7 global coverage with enterprise-grade security
Guided AI contract analysis via Consilio partnership (July 2025)
Available on AWS Marketplace AI Agents and Tools storefront
