Custom tools for credit & finance teams
From risk analysis to KYC workflows, easily build custom processes that speed up and safeguard operations.
Build a Know Your Customer (KYC) workflow with all the custom steps your team needs - all easily integrated to your data and external APIs.
Automate manual screenings to improve information quality. Verify and approve requests through an integrated panel that scales with your processes.
Unify data sources in a single interface to analyze credit requests. As your operation scales, quickly update your workflow to match new processes.
Eradicate manual input errors that threaten vital processes. Automate recurring tasks that deal with sensitive data, such as password and key generation.
Automate your operations with fresh information straight from Sheets.
Get a Slack notification as soon as a customer makes a payment.
Transform spreadsheet entries into personalized documents, ready to share.