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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
Every field this template collects. Without extraction your client copies all 12 values off their own documents by hand — and still sends you the 1 file.
- 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.