Bank-grade by default.
Enterprise-grade data security. Full audit trails and source document traceability on every figure — with a reviewer validating each step. Selling into regulated institutions means earning their trust first.
Certification is underway — on a dated timeline.
Audit initiated
Security controls, infrastructure hardening and policy framework stood up and under review.
SOC 2 Type I
Independent attestation that controls are suitably designed at a point in time.
SOC 2 Type II
Attestation that controls operate effectively over a sustained period — the enterprise bar.
Auditable from the first document to the final verdict.
Full audit trail
Every action is logged and attributable — who did what, and when.
Source traceability
Every extracted figure links back to its exact page in the source document.
Human validation
A reviewer signs off at every key step. AI never decides alone.
Encryption in transit & at rest
Bank-grade encryption protects data end-to-end throughout.
SR 20-13 aligned
Built to the interagency loan-review guidance examiners expect.
Lower regulatory risk
Because the tool reviews and reports — never lends — adoption stays simple.
Built by people who've sat on the bank's side of the table.
Our team and advisors include former OCC examiners, bank loan review leaders, credit risk analysts, portfolio managers, management consultants, and cybersecurity experts. Security and examiner readiness aren't an afterthought — they're the starting point.
Need our security details?
We're happy to share our SOC 2 progress, controls overview and data-handling posture with your risk and infosec teams.