Financial Analysis Agent

Transforms financial analysis - slashes review times, ensures compliance, sharpens decisions

Business Financial Analysis Agent automatically processes complex financial documents – annual reports, business plans, interim statements, general ledger exports, and more. It extracts and validates 500+ financial datapoints, generates forecasts, calculates core credit metrics like DSCR, ROE, and liquidity ratios, and runs automatic checks to flag any inconsistencies with banking regulations and requirements. With built-in commentary generation and seamless handoff to loan officers, it ensures fast, consistent, and policy-compliant credit evaluation  so your experts can focus on making sound decisions.

Fast and consistent

credit evaluation

Hundreds of

financial datapoints extracted and validated per analysis

Compliant

with banking regulations and requirements

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    Retail Lending / Banking
    Commercial Lending / Banking
    Wealth Management / Investment
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