One source of truth -
built to power,
not just store.
Most systems of record are where data ends. SOLO is where it begins — turning disconnected data silos into reusable infrastructure that powers onboarding, underwriting, and relationships.
Trusted by 100+ institutions and their 100M customers:



































One Truth, Zero Proof.
One source of truth -
built to power,
not just store.
One source of truth - built to power, not just store.
SOLO is the next-gen credit bureau that transforms data collection and sharing into one real-time system of record for every individual and business.
Most systems of record are where data ends. SOLO is where it begins — turning disconnected data silos into reusable infrastructure that powers onboarding, underwriting, and relationships.
Most systems of record are where data ends. SOLO is where it begins — turning disconnected data silos into reusable infrastructure that powers onboarding, underwriting, and relationships.
Balance Sheet
Profit & Loss
Tax Returns
= SUM
Ending Checking Balances
Account Balance
Savings Ending Balances
Summary Balances
|
1
Assets
2
Cash and Cash Equivalents
$82,590.43
3
Accounts Receivable
$12,590.43
4
Prepaid Expenses
$4,140.32
5
Readlily Market Securities
$2,590.43
6
Readlily Market Securities
$590.43
7
Liabilities
8
Accounts Payable
$51,790.43
9
Deferred Revenue
$12,590.43
10
Deferred Revenue
$12,590.43
11
Equity
$12,590.43
For Individuals
Reusable Identity, Certified Trust
SOLO turns fragmented data into a reusable asset. One profile, for everywhere trust matters.
Data Rooms
Autofilled Applications
Embeddable SDKs
For Institutions
Activated Data, Not Archived Data
SOLO helps your bank remember what it knows — no matter where it's stored, or who collected it — across paperwork, systems, and teams.
Onboarding
Spreading
Orchestration
Relationships
Balance Sheet
Profit & Loss
Tax Returns
= SUM
Ending Checking Balances
Account Balance
Savings Ending Balances
Summary Balances
|
1
Assets
2
Cash and Cash Equivalents
$82,590.43
3
Accounts Receivable
$12,590.43
4
Prepaid Expenses
$4,140.32
5
Readlily Market Securities
$2,590.43
6
Readlily Market Securities
$590.43
7
Liabilities
8
Accounts Payable
$51,790.43
9
Deferred Revenue
$12,590.43
10
Deferred Revenue
$12,590.43
11
Equity
$12,590.43
For Institutions
Activated Data, Not Archived Data
SOLO helps your bank remember what it knows — no matter where it's stored, or who collected it — across paperwork, systems, and teams.
Onboarding
Spreading
Orchestration
Relationships
Balance Sheet
Profit & Loss
Tax Returns
= SUM
Ending Checking Balances
Account Balance
Savings Ending Balances
Summary Balances
|
1
Assets
2
Cash and Cash Equivalents
$82,590.43
3
Accounts Receivable
$12,590.43
4
Prepaid Expenses
$4,140.32
5
Readlily Market Securities
$2,590.43
6
Readlily Market Securities
$590.43
7
Liabilities
8
Accounts Payable
$51,790.43
9
Deferred Revenue
$12,590.43
10
Deferred Revenue
$12,590.43
11
Equity
$12,590.43
For Institutions
Activated Data, Not Archived Data
SOLO helps your bank remember what it knows — no matter where it's stored, or who collected it — across paperwork, systems, and teams.
Onboarding
Spreading
Orchestration
Relationships
Balance Sheet
Profit & Loss
Tax Returns
= SUM
Ending Checking Balances
Account Balance
Savings Ending Balances
Summary Balances
|
1
Assets
2
Cash and Cash Equivalents
$82,590.43
3
Accounts Receivable
$12,590.43
4
Prepaid Expenses
$4,140.32
5
Readlily Market Securities
$2,590.43
6
Readlily Market Securities
$590.43
7
Liabilities
8
Accounts Payable
$51,790.43
9
Deferred Revenue
$12,590.43
10
Deferred Revenue
$12,590.43
11
Equity
$12,590.43
For Individuals
Reusable Identity, Certified Trust
SOLO turns fragmented data into a reusable asset. One profile, for everywhere trust matters.
Data Rooms
Autofilled Applications
Embeddable SDKs
For Institutions
Activated Data, Not Archived Data
SOLO helps your bank remember what it knows — no matter where it's stored, or who collected it — across paperwork, systems, and teams.
Onboarding
Spreading
Orchestration
Relationships
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit

Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
For Individuals
Reusable Identity, Certified Trust
SOLO turns fragmented data into a reusable asset. One profile, for everywhere trust matters.
Data Rooms
Autofilled Applications
Embeddable SDKs
Borrower Information Form
Annual Income
$89,003.00
Cash & Liquidable Assets
$149,475.86
Monthly Debt Payments
$12,403.24
Monthly Expenses
$4,680.01
Submit

Autofill
Payroll Income
Cash & Liquidable Assets
Additional Income
Monthly Expenses
Gusto
Robinhood
Wells Fargo
Chase
UpWork
For Individuals
Reusable Identity, Certified Trust
SOLO turns fragmented data into a reusable asset. One profile, for everywhere trust matters.
Data Rooms
Autofilled Applications
Embeddable SDKs
Scale Efficiency and Relationships with Data As A Reusable Asset.
Efficiency
Efficiency
Efficiency
Eliminate Manual Data Entry
No re-keying across PDFs and systems.
No re-keying across PDFs and systems.
No re-keying across PDFs and systems.
No re-keying across PDFs and systems.
Autofill paperwork, applications, and documents.
Autofill paperwork, applications, and documents.
Autofill paperwork, applications, and documents.
Autofill paperwork, applications, and documents.
Data collected once, put in context everywhere, in real time.
Data collected once, put in context everywhere, in real time.
Data collected once, put in context everywhere, in real time.
Data collected once, put in context everywhere, in real time.
Relationships
Relationships
Relationships
Scale Relationship Growth
Certify across systems.
Certify across systems.
Certify across systems.
Certify across systems.
Store and share verified financials for every context.
Store and share verified financials for every context.
Store and share verified financials for every context.
Store and share verified financials for every context.
Unlock real time opportunities.
Unlock real time opportunities.
Unlock real time opportunities.
Unlock real time opportunities.
USE CASES
A Single Source of Truth, In Motion
Because a system of record should move with you. SOLO makes verified, real time financials a reusable asset to proactively grow relationships, manage identity, and leverage credibility on demand.
+40%
+40%
+40%
Underwriting Cost Reduction
Underwriting Cost Reduction
Underwriting Cost Reduction
+30%
+30%
+30%
Improved Conversion on Applications
Improved Conversion on Applications
Improved Conversion on Applications
+320
+320
+320
Hours Saved / Processor / Month
Hours Saved / Processor / Month
Hours Saved / Processor / Month
+96%
+96%
+96%
Faster Time to Funds
Faster Time to Funds
Faster Time to Funds
+100
+100
+100
Hours Saved Preparing KYC/KYB
Hours Saved Preparing KYC/KYB
Hours Saved Preparing KYC/KYB
0
0
0
Proof Identity Verification
Proof Identity Verification
Proof Identity Verification
“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”
Carson Lappetito
President of Sunwest Bank
