For Banks, Non Banking Lenders, Private Credit, Private Equity, Venture Debt, Real Estate, Infrastructure Funds.
Stores, digitizes, integrates, and makes documents searchable with metadata for easy retrieval, enabling a single source of truth across the organization.
AI extracts financial data from varied formats with >98% accuracy, ensuring consistency, reliability, and reduced manual intervention
Lisa provides real-time insights, automates covenant tracking, analyzes loan portfolios, and supports faster financial decision-making through conversational AI.
Automatically maps diverse financial documents into any client-defined format, enabling seamless analysis, comparison, and system integration.
FINANCIAL STATEMENTS
Financial Statements with > 97% Accuracy
Highly precise extraction of Balance sheet, Income statement & Cashflow statement.
Custom Period Support (1m / 3m / 6m /12 m)
Consolidated Vs Standalone
Support for any file format ( Xlsx , pdf, image, scanned documents)
Understanding of Accounting standard, Audit type.
Ratios/Trend analysis
We support any table structure
MULTI-DOCUMENT SUPPORT
We support a variety of documents for Smarter Insights & analysis
Covenant Declarations
MIS/KPIs
Interest Payments
Loan Agreement
CLO Agreement
CIMs (Confidential Information Memorandum)
PE Teasers
“Simplified Document Analysis
with Our AI Platform ”
Products
