JM
Demo Mode

Six-Step Banking Demo

From accounting connect to a lender-ready credit package in under 90 seconds. Designed for sales calls, client events, and lender demos.

Audience

Optimized talk track for community bank lenders and credit officers managing 80–200 borrower relationships.

01Connect QuickBooks
OAuth into the client's accounting system
  • Authorizing OAuth handshake
  • Pulling chart of accounts
  • Mapping 412 GL accounts to schema
Open Connect
02Upload Financials
P&L, Balance Sheet, AR/AP, Debt Schedule
  • Ingesting 6 documents
  • OCR on scanned PDF
  • Validating trial balance
Open Documents
03Calculate KPIs
60+ executive, financial, and operational metrics
  • Computing EBITDA bridge
  • Liquidity & working capital
  • Trailing twelve-month roll-up
Open KPI Center
04Evaluate Covenants
DSCR, FCCR, Leverage, Liquidity, Borrowing Base
  • Running 9 covenant tests
  • Calculating cushion %
  • Forecasting next test date
Open Covenants
05Ask AI Questions
"Am I compliant?" · "What would concern my banker?"
  • Loading CFO + Banker personas
  • Synthesizing executive summary
  • Drafting follow-up questions
Open Nsites AI
06Generate Credit Package
Lender-ready memo with PDF / Word / Excel export
  • Drafting credit memo
  • Risk assessment & committee simulation
  • Packaging exports
Open Credit Package
Suggested Talk Track
Use these prompts during the demo flow
  1. "In 60 seconds, you'll see what your borrower sees the morning of their bank meeting."
  2. "We connect to QuickBooks once — no spreadsheets, no PDFs flying around."
  3. "Sixty KPIs auto-calculate, including everything your credit memo template asks for."
  4. "Every covenant is tested in real time with cushion %, trend, and forecasted next test."
  5. "Ask the AI anything your credit committee would ask — it answers in your borrower's numbers."
  6. "One click produces a lender-ready package in PDF, Word, Excel, or PowerPoint."