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No More Copy+Paste across Tabs, Process PDFs in Minutes.
SOLO's Paperwork Automation empowers credit teams to:
Automate repetitive data extraction, entry, and calculations
Seamlessly integrate data within your existing operating systems
Activate workflows, trigger actions, run rules, and decision on your documents in minutes
Upload to activate documents and make your paperwork work like an integration — extract actionable data and trigger workflows on top of contracts, tax returns, PDFs, and dynamic data sources alike.
Why Create a New Document AI for Credit Underwriting?
There are many paperwork automation tools available to help credit teams save time reading documents, but they don't power a full lifecycle of processes.
If your system still requires manual copy+pasting across tabs to take action on extracted insights, your document automation is still an inefficiency…and even a liability.
SOLO's document intelligence automates any document into any workflow and system, with 4,000+ compatible integrations. Enabling users to run calculations on top of a file, build reports directly from an upload, and enable decisioning that syncs across platforms.
How it Works: Automated Document Processing to Ingest and Activate Data
Standardize data from any uploaded file through your lens and custom logic to sync data to any workflow, every operating system.
Start by ingesting documents. SOLO processes documents according to your workflow, whether it’s uploaded to a loan application, or synced from a shared email inbox.
Extracted data is standardized to your logic. Agentic AI reads, classifies, and comprehends documents according to your custom logic, only pulling the details you need.
Activate data with workflows, calculations, and automations to send insights to your systems.
Run calculations on top of your documents directly in SOLO, automate report creation and updates, and enable decisions through workflows that sync data across systems.
AI for Credit Underwriting: SOLO Makes Paperwork Work Like a Data Integration
Document Intelligence transforms automated underwriting with the ability to ingest and automate workflows from dynamic data sources and static documents alike. Banks and lenders can optimize PDFs processing as seamlessly as any other data source to automate their paperwork with the same speed, efficiency, and connectivity as if it were an API connection.
A few more ways to use Document Intelligence today:
Sync Data from PDFs Uploaded to a Borrower’s Application into an Underwriting Spread
Automate ISO Application Intake from Brokers and Flag Complex Deals for Manual Review
Match Invoices to Plaid Transactions and Create an AR Aging Schedule that Sends Notifications to Pay My Accountant
Consolidate Contracts Into an Accounts Receivable Report for Potential SMB Financing Borrowers
Demo SOLO’s Paperwork Automation for Credit and Lending Teams
SOLO’s document intelligence is fully customizable for any file type, with unlimited document processing potential. For Better Efficiency, Cost Savings, and Accuracy:
Run Calculations on Top of Documents
Upload to Report Build in Seconds
Turn Documents into Decisions
DEMO SOLO
