Financial Analyzer
From Raw Statements to Funding Decisions—Instantly. Ingest complex financial PDFs and automatically extract cash flow trends, risk profiles, NOI, DSCR, and EBITDA.
Test a DocumentUnderwriting & Deal Velocity Platform
Accelerate Your Underwriting Pipeline.
Turn raw bank statements and massive document bundles into instant funding decisions. Built for underwriters and dealmakers who need precision at scale.
Tools rolling out in stages for verified dealmakers and underwriters. Sign up for early access.
Dealmaker Toolkit
Purpose-Built Tools for Funding Speed & Precision.
Shift from manual document sorting to automated extraction and repeatable deal execution.
Advanced PDF Splitter
Precision Document Slicing at Scale. Build a repeatable processing engine for complex document packs with custom pattern templates, visual previews, and intelligent dynamic naming.
Build a TemplateEngineered for Accuracy
Built Around the Underwriter Workflow.
Designed to reduce review times from hours to minutes and get capital deployed with total confidence.
Automated Extraction
Instantly pull critical financial data, cash flow metrics, and transaction trends from varied bank statement formats.
Deal Velocity
Reduce underwriting review times from hours to minutes, getting capital deployed faster and closing deals ahead of schedule.
Data-Backed Confidence
Eliminate manual data entry errors and base your funding decisions on perfectly parsed, statistically-backed financial indicators.
High-Value Workflows
Engineered for High-Volume Deal Flows.
Designed for commercial brokers, private lenders, real estate underwriters, and M&A dealmakers.
See the Automated Rhythm- Commercial Real Estate Underwriting
- Bank Statement & Cash Flow Audits
- M&A Client Document Bundles
Automated Underwriting Rhythm
Keep the Work. Lose the Busywork.
An automated document execution workflow built for speed, accuracy, and compliance.
-
01
Upload the Bundle
Drop in your heaviest financial statements or combined client document packs.
-
02
Apply Your Engine
Select your custom splitting template or run the Financial Analyzer to extract key deal metrics.
-
03
Execute & Fund
Export perfectly named, individual files and a clear, statistically-backed financial profile ready for final approval.
How does the Financial Analyzer calculate cash flow & DSCR?
The Financial Analyzer parses raw PDF text and tables, categorizes recurring income and operating expenses, and computes Debt Service Coverage Ratio (DSCR), Net Operating Income (NOI), and EBITDA automatically.
How does the Advanced PDF Splitter handle large document bundles?
You can define custom pattern templates (e.g. matching headers or regex markers) once. The engine scans the entire file, generates visual cut points, and extracts individual documents named dynamically.
Is data kept confidential and secure?
Yes. All data processing is strictly isolated. We use HttpOnly session security, server-rendered authorization, and server-side worker execution with zero client script data leakage.
How do I start a trial for my underwriting team?
Use the progressive CTA form at the bottom of the page to request activation. You will receive an instant account activation link and confirmation email.