Agentic Financial Spreading Workflow

AI-powered automation for lending & risk operations

SimplAI Agentic Solution For Financial Spreading

SimplAI automates financial spreading, ensures real-time covenant monitoring, and delivers actionable insights—enabling your team to make smarter, faster, and more strategic decisions.

Why SimplAI?

How SimplAI transforms lending & risk management

Instant, context-aware financial data extraction

Leverage AI that understands context to extract and organize financial data with precision.

Auto-classify and index financial documents for faster accessibility.

Ensure accurate data extraction by interpreting the meaning behind numbers and text.

AI-powered spreads & covenants

Simplify risk analysis with flexible, tailored templates designed to fit your unique needs.

Automate financial spreads and covenant testing effortlessly.

Perform advanced credit analysis with customizable workflows.

Seamless integration

Integrate agentic AI into your existing workflows without disruption.

Connect to any system or platform using APIs, webhooks, SDKs, and more.

Deploy with flexibility, whether in the cloud or on-premise.

Results that matter

Ditch manual processes—SimplAI automates financial spreading with precision, delivering accurate, context-aware insights tailored to each client, every time.

Accuracy

95%

Context-aware data extraction for precise insights

Faster Turnaround

96%

Reduction in time for processing spreads

Efficiency Gain

30%

Better decision making with consistency

Productivity Boost

10x

Increase throughput

Empower lending teams to scale risk analysis effortlessly

Operate at scale

Not bound by human limitations, SimplAI brings uniformity and consistency.

Document Processing

Automatically extracts insights from any type of financial documents.

Real-Time Insights

Actionable insights, enabling faster and informed decision-making.

Seamless integration

Integrates with your existing workflows for risk management.

Flexible deployment

Deploy on any cloud or on-premise to meet your needs.

Your data is secure

Keep control of your data with our privacy-first approach.

SimplAI agentic automation integrate into your risk management workflows

SimplAI revolutionizes financial spreading and covenant testing, empowering credit analysts, underwriters, and investment bankers to make smarter decisions, and minimize manual effort.