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Credit Application
Collect applicant details, trade references, and financials with a signed authorization so you can run credit decisions without the back-and-forth.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Financial Statements
7 fields filled
Business Name
Period End
Total Revenue
Net Profit
Total Assets
Total Liabilities
Working Capital
Your client sends 1 file and types 5 fields. AI reads the documents and fills the other 7.
- Client sends
- 1
- 1 file to upload
- Client types
- 5
- the rest is read for them
- AI fills
- 7
- extracted from the files
- On the form
- 12
- fields in total
Start with Credit Application
Import the template and send your first request in minutes.