The documents your team reads by hand, read once and structured.
Credit agreements, amendments, compliance certificates and borrower packs carry the terms your portfolio actually runs on. We build the ingestion that turns them into structured data your systems can use, with every extracted value traceable back to the clause it came from.
Where it pays back
We start with the documents that arrive most often and cost the most attention, then widen once the extraction is trusted.
Credit agreements
Definitions, covenants, baskets, margin ratchets and reporting obligations, extracted and linked to the clause.
Amendments and waivers
Terms tracked as they change, so the portfolio reflects the current agreement rather than the original one.
Compliance certificates
Ratios read on arrival, checked against the covenant set, and flagged when they move the wrong way.
Borrower reporting
Management accounts and financial packs normalised into a shape your monitoring can actually compare.
Traceability
Every value shows the page and clause behind it. Analysts verify in seconds instead of trusting a number.
Human review where it matters
Confidence thresholds route the uncertain cases to a person, and the corrections improve the extraction.
Start with the documents, not the strategy deck.
Send us a redacted agreement and a compliance certificate. We will show you what comes out and how it would reach your systems.