AI Automation

Shorten the time from documents to decision.

Automated intake, document extraction, financial spreading and deal packaging, with a citation on every field and a person at every gate.

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Assembly drawing of a governed finance operation Three inbound channels (email, portal, shared folder) converge on a classifier. A document is extracted into structured fields, each with a source citation and a confidence flag. The fields pass through a review gate with a signature line. A controls frame surrounds the pipeline: inventory register, classification tiers, approval matrix, evidence log. The output feeds a ledger whose final entry is marked human-signed. Summit Logic Governed finance operation Dwg SL-0001 Sheet 1 of 1 Rev A Not to scale 1 Intake Email Portal Shared folder Classifier 2 Extraction Entity Period Amount Account p.3 p.3 p.7 p.7 Source flag 3 Review gate Signed Signature required 4 Controls Inventory register Classification tiers Approval matrix Evidence log Intake Extraction Review 5 Ledger Item Source Approved by Borrower spread, FY2025 Statement p.3 Credit analyst Credit memo, first draft Returns, Schedule C Credit officer Equipment schedule Vendor quote 2231 Underwriter human-signed one citation per field reviewed quarterly exportable in full
the problem

Credit waits on preparation

Files arrive by email, portal and text. Someone renames them, keys the same borrower into three systems, spreads the financials by hand and chases what is missing. The analysis that matters starts days later than it could, and the person doing the preparation is usually the one you hired for judgment.

what we deliver

Automate preparation. Govern judgment.

Each piece runs inside the systems you already use, and each one stops at a gate a named person signs.

Intake from every channel

Email, portal, shared folders and texted photos land in one place, named and classified before a person touches them.

Extraction with citations

Every field carries a link to the page and line it came from, and a confidence flag where the model was unsure. The reviewer checks the source instead of redoing the work.

Financial spreading

Returns, interim statements and personal financial statements spread into your template, with every figure traceable to its document.

Credit and KYC pre-checks

Missing items, inconsistencies and identity checks surfaced before the file reaches an analyst, not after.

Deal packaging

The submission package assembled for the lender, in the order and format that lender expects, with the evidence attached.

Custom agents

Agents built on your stack or on partner platforms for the work that does not fit a standard tool, each with a written scope and a named owner.

Map, build, run

One workflow first, measured before and after, then the next.

  1. 01

    Map

    One workflow end to end: where documents arrive, who touches them, how long each step takes and where the exceptions go. That baseline is what the result is measured against.

  2. 02

    Build

    Intake, extraction and spreading wired into your systems, with citations on every field, the gates named and the evidence log switched on.

  3. 03

    Run

    Time to decision, exception rates and reviewer corrections reported monthly, with changes made rather than recommended.

Nothing becomes a decision until a person signs

The system prepares the file. People decide what it means. Every automated step is logged, and every gate has a name on it.

  • Eligibility and credit decisions stay with credit professionals
  • Borrower information is never pasted into a public model
  • No system holds unrestricted authority over a financial transaction
who it is for

Teams that turn documents into credit decisions

Start with a workflow review

Forty-five minutes, no obligation. We map where preparation is eating judgment in your firm and tell you what to install first.

Book a workflow review