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Finance

AI Loan Summarizer

Ingests bank statements, ITRs, GST returns and KYC, normalises them, and produces the credit summary with the underlying figures linked. Exceptions are raised where the documents disagree with each other.

  • Finance
  • Document Processing
  • Generative AI
  • Workflow Automation
  • Enterprise Security
4 min
Per complete credit file
11 types
Document formats parsed
100%
Figures source-linked
The product

What your team actually works in

A live-data view of AI Loan Summarizer. Every panel below is a real screen from the product, drawn with representative figures rather than an illustration of one.

AI Loan Summarizer showing the document intake stack with parse status per file, extracted income and obligation figures each linked to its source page, twelve months of bank balance, and exceptions where the documents disagree.
Capabilities

What it does

  • 01

    Mixed-format intake

    Scans, exports and photographs of eleven document types normalised into one schema.

  • 02

    Income corroboration

    ITR, Form 16, salary credits and bank inflows cross-checked against each other.

  • 03

    Obligation extraction

    Existing EMIs pulled from bureau and sanction letters, reconciled where they differ.

  • 04

    Derived ratios

    FOIR, disposable income and cover computed with the inputs visible behind each.

  • 05

    Exception surfacing

    Every disagreement between documents raised explicitly instead of silently averaged.

  • 06

    Credit summary draft

    The written position, ready for an underwriter to accept, amend or reject.

Business outcomes

What changes when it ships

Figures from engagements running in production. Every one of them was the number the project had to move before it was approved.

4 min
Per complete credit file
11 types
Document formats parsed
100%
Figures source-linked
  • Deployed into your boundary — data never leaves your control
  • Integrated with the systems of record you already run
  • Confidence thresholds route edge cases to a human, always
Integrations

Connects into your stack

Products read and write through the systems that hold your data — no parallel database, no migration project, no second source of truth to reconcile.

Systems of record

  • SAP
  • Oracle

Workplace

  • Microsoft 365

Models & voice

  • Anthropic

Orchestration

  • MCP
  • REST APIs

Next step

Ready to Build Your AI-Native Enterprise?

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