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.
Demo Walkthrough Video Download MP4
Branded ~75-second walkthrough — onboarding, KPIs, covenants, AI insights, and contact.
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
02Upload Financials
P&L, Balance Sheet, AR/AP, Debt Schedule
- Ingesting 6 documents
- OCR on scanned PDF
- Validating trial balance
03Calculate KPIs
60+ executive, financial, and operational metrics
- Computing EBITDA bridge
- Liquidity & working capital
- Trailing twelve-month roll-up
04Evaluate Covenants
DSCR, FCCR, Leverage, Liquidity, Borrowing Base
- Running 9 covenant tests
- Calculating cushion %
- Forecasting next test date
05Ask AI Questions
"Am I compliant?" · "What would concern my banker?"
- Loading CFO + Banker personas
- Synthesizing executive summary
- Drafting follow-up questions
06Generate Credit Package
Lender-ready memo with PDF / Word / Excel export
- Drafting credit memo
- Risk assessment & committee simulation
- Packaging exports
Suggested Talk Track
Use these prompts during the demo flow
- "In 60 seconds, you'll see what your borrower sees the morning of their bank meeting."
- "We connect to QuickBooks once — no spreadsheets, no PDFs flying around."
- "Sixty KPIs auto-calculate, including everything your credit memo template asks for."
- "Every covenant is tested in real time with cushion %, trend, and forecasted next test."
- "Ask the AI anything your credit committee would ask — it answers in your borrower's numbers."
- "One click produces a lender-ready package in PDF, Word, Excel, or PowerPoint."