TrueSight
Underwriting engine
Apply your funding rules automatically. Each deal is scored, explained, and returned with a detailed breakdown, delivered back into your systems via API or webhook for fast, consistent decisions.
Enterprise
Enterprise scale
Manage high submission volumes with ease. Connect teams, automate workflows, and ensure consistency across every file to support growth at scale.
Challenges
Why scale creates complexity
Enterprises already run on established systems and workflows, but volume adds strain. Custom IT projects are expensive, teams work in silos, and scaling introduces inconsistencies that slow down decision-making.
Deeply embedded systems
Existing CRMs and operating systems can’t easily be replaced.
Costly IT projects
Custom builds take months and drain internal resources.
Disconnected teams
Multiple departments operate with inconsistent data and workflows.
Scaling bottlenecks
Handling higher volume often requires more staff, not better processes.
Solutions
Built around your workflows
We adapt our products to your existing systems. Submissions, parsing, and underwriting can be customized to fit the way your teams already work, so you don’t need to change what’s in place.
Tailored builds
Our products are adapted to your unique requirements.
Seamless integrations
Works with Salesforce, Zoho, Pipedrive, Centrex, and more.
Layered automation
Automation runs on top of existing workflows without disruption.
No replacements
Keep your CRM and operating system—no need to start over.
Benefits
Enterprise-grade scale without the overhead
Custom integrations and automation extend your current systems, helping teams process more deals with speed and consistency.
Scale deal volume
From hundreds to thousands of deals each week with no loss of accuracy.
Consistent processes
Apply the same rules across multiple teams and regions.
Lower IT load
No need for large internal development projects to scale.
Compliance ready
Full audit trails and detailed reporting ensure transparency.
Flexible implementation
Choose how to integrate
Enterprises can deploy automation in the way that best fits their teams, from no-code options to deep integrations.
API and webhooks
Connect data flows directly into your existing CRM.
No-code deployment
Launch quickly without technical resources.
Dedicated support
Our team works with you to design and deliver custom projects.
Adaptable workflows
Automation mirrors how your teams already work day-to-day.
Products
Enterprise-ready building blocks
Our core products form the foundation for custom enterprise solutions—adapted to your systems and scaled to your needs.
InFlow
Parsing at scale
Process thousands of bank statements in seconds. Data is extracted, validated, and structured to remove errors and inconsistencies, giving your teams clean files ready for underwriting or analysis.
TrueSight
Underwriting engine
Apply your funding rules automatically. Each deal is scored, explained, and returned with a detailed breakdown, delivered back into your systems via API or webhook for fast, consistent decisions.
InFlow
Parsing at scale
Process thousands of bank statements in seconds. Data is extracted, validated, and structured to remove errors and inconsistencies, giving your teams clean files ready for underwriting or analysis.