Review applications, bank statements, and deal data against funder criteria so you can understand which files are most likely to fund.
Parse bank statements into structured cash-flow data in seconds, reducing manual review and giving your team cleaner numbers to work with.
Manage applications, statements, deals, matching results, submissions, and team activity from one central workspace.
Create organizations, invite team members, assign roles, and control who can access each part of the dashboard.
Submit matched deals directly to selected funders with the application and bank statements attached, then keep the workflow traceable.
Understand deal performance, funder fit, submission activity, and workflow bottlenecks with clearer operational insights.
Track users, submissions, deal status, funder activity, and workflow progress so nothing gets lost between intake and funding.
Export parsed data, deal information, and workflow outputs so your team can send clean data wherever it needs to go.
Connect your existing systems, workflows, and data sources with tailored integrations built around how your team operates.