Commercial Banking Intelligence

AI-powered financial clarity
for stronger banking relationships.

Real-time covenant intelligence, credit readiness, and liquidity insight — built for CFOs, controllers, commercial bankers, and credit officers.

Platform

Eleven modules. One source of financial truth.

Covenant Intelligence

Real-time DSCR, leverage, liquidity, and borrowing-base monitoring with breach forecasting.

KPI Center

Liquidity, profitability, leverage, and efficiency metrics with executive-grade visualization.

Banking Nsites AI

Ask: 'Which covenant is closest to breach?' and get a quantified answer in seconds.

Document Intelligence

Extract structured financials from PDFs, bank statements, and tax returns.

Credit Package Builder

Assemble lender-ready packages in minutes, not weeks.

Voice Briefings

Morning audio briefings on covenant headroom, liquidity, and risk.

Integrations

Connect every system of record.

QuickBooks Online
Oracle NetSuite
Oracle ERP Cloud
Sage Intacct
Microsoft Dynamics
Xero
Excel
PDF
CSV