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Monitor. Manage. Stay Compliant.
Monitor. Manage. Stay Compliant.
Monitor. Manage. Stay Compliant.
CovenantFlow is the AI-powered covenant management platform that helps lenders and credit teams stay ahead of risk, streamline compliance, and strengthen client relationships.
CovenantFlow is the AI-powered covenant management platform that helps lenders and credit teams stay ahead of risk, streamline compliance, and strengthen client relationships.
CovenantFlow is the AI-powered covenant management platform that helps lenders and credit teams stay ahead of risk, streamline compliance, and strengthen client relationships.
Why CoventantFlow?
Covenant Management shouldn't be manual.
Covenant Management shouldn't be manual.
Covenant Management shouldn't be manual.
Detection
Monitoring
Automation
Outreach
Detect Risks Before They Escalate
Early Warnings You Can Trust
Identify breaches and weak signals months before traditional monitoring methods.
Actionable Insights
Prioritize issues with clear alerts and context, so your team knows exactly where to focus.
Detection
Monitoring
Automation
Outreach
Detect Risks Before They Escalate
Early Warnings You Can Trust
Identify breaches and weak signals months before traditional monitoring methods.
Actionable Insights
Prioritize issues with clear alerts and context, so your team knows exactly where to focus.
Detection
Monitoring
Automation
Outreach
Detect Risks Before They Escalate
Early Warnings You Can Trust
Identify breaches and weak signals months before traditional monitoring methods.
Actionable Insights
Prioritize issues with clear alerts and context, so your team knows exactly where to focus.
Detection
Monitoring
Automation
Outreach
Detect Risks Before They Escalate
Early Warnings You Can Trust
Identify breaches and weak signals months before traditional monitoring methods.
Actionable Insights
Prioritize issues with clear alerts and context, so your team knows exactly where to focus.
Measurable Benefits of CovenantFlow
Reduce risk, save time, and improve client relationships with AI-powered covenant management.
Reduce risk, save time, and improve client relationships with AI-powered covenant management.
Reduce risk, save time, and improve client relationships with AI-powered covenant management.
Reduce risk, save time, and improve client relationships with AI-powered covenant management.
3-6 Months
Earlier Risk Detection
Our AI monitoring surfaces breaches and compliance risks months before traditional methods.
%
Less Manual Work
Automated covenant extraction and tracking reduces repetitive monitoring tasks.
%
Audit-Ready Documentation
Every covenant, breach, waiver, and outreach is logged for instant compliance reviews.
%
Audit-Ready Documentation
Every covenant, breach, waiver, and outreach is logged for instant compliance reviews.
%
Audit-Ready Documentation
Every covenant, breach, waiver, and outreach is logged for instant compliance reviews.
%
Audit-Ready Documentation
Every covenant, breach, waiver, and outreach is logged for instant compliance reviews.
%+
Higher Client Response Rates
Automated reminders and client portals drive faster turnaround on financials and requests.
Powerful Features for Smarter Covenant Management
From real-time dashboards to AI-driven document intelligence, CovenantFlow gives your team everything they need to reduce risk, save time, and stay compliant.
Compliance Dashboard
Compliance Dashboard
Compliance Dashboard
Stay on top of every covenant with real-time tracking and alerts.
Stay on top of every covenant with real-time tracking and alerts.
Stay on top of every covenant with real-time tracking and alerts.
Now, you can:
Now, you can:
Monitor covenant compliance status across all clients in one dashboard
Monitor covenant compliance status across all clients in one dashboard
Monitor covenant compliance status across all clients in one dashboard
Monitor covenant compliance status across all clients in one dashboard
View upcoming deadlines and high-priority breaches instantly
View upcoming deadlines and high-priority breaches instantly
View upcoming deadlines and high-priority breaches instantly
View upcoming deadlines and high-priority breaches instantly
Drill into client-specific details with a single click
Drill into client-specific details with a single click
Drill into client-specific details with a single click
Drill into client-specific details with a single click
Client Management
Client Management
Client Management
A complete view of borrower health and relationships.
A complete view of borrower health and relationships.
A complete view of borrower health and relationships.
Now, you can:
Now, you can:
Track loan amounts, risk scores, and compliance status in one place
Track loan amounts, risk scores, and compliance status in one place
Track loan amounts, risk scores, and compliance status in one place
Track loan amounts, risk scores, and compliance status in one place
Manage client contacts, accountants, and outreach history easily
Manage client contacts, accountants, and outreach history easily
Manage client contacts, accountants, and outreach history easily
Manage client contacts, accountants, and outreach history easily
Provide clients secure access through a dedicated portal
Provide clients secure access through a dedicated portal
Provide clients secure access through a dedicated portal
Provide clients secure access through a dedicated portal
Document Intelligence
Document Intelligence
Document Intelligence
Turn loan agreements into structured, actionable covenant data.
Turn loan agreements into structured, actionable covenant data.
Turn loan agreements into structured, actionable covenant data.
Now, you can:
Now, you can:
Upload agreements and let AI extract financial, negative, and affirmative covenants
Upload agreements and let AI extract financial, negative, and affirmative covenants
Upload agreements and let AI extract financial, negative, and affirmative covenants
Upload agreements and let AI extract financial, negative, and affirmative covenants
Standardize covenant definitions for consistent monitoring
Standardize covenant definitions for consistent monitoring
Standardize covenant definitions for consistent monitoring
Standardize covenant definitions for consistent monitoring
Eliminate hours of manual review and data entry
Eliminate hours of manual review and data entry
Eliminate hours of manual review and data entry
Eliminate hours of manual review and data entry
Alerts & Notifications
Alerts & Notifications
Alerts & Notifications
Never miss a breach or upcoming requirement.
Never miss a breach or upcoming requirement.
Never miss a breach or upcoming requirement.
Now, you can:
Now, you can:
Receive instant alerts for ratio breaches, missed filings, and exceptions
Receive instant alerts for ratio breaches, missed filings, and exceptions
Receive instant alerts for ratio breaches, missed filings, and exceptions
Receive instant alerts for ratio breaches, missed filings, and exceptions
Prioritize by severity with high, medium, and low flags
Prioritize by severity with high, medium, and low flags
Prioritize by severity with high, medium, and low flags
Prioritize by severity with high, medium, and low flags
Configure escalation workflows for waivers and amendments
Configure escalation workflows for waivers and amendments
Configure escalation workflows for waivers and amendments
Configure escalation workflows for waivers and amendments
Client Portal
Client Portal
Client Portal
Build transparency and strengthen client relationships.
Build transparency and strengthen client relationships.
Build transparency and strengthen client relationships.
Now, you can:
Now, you can:
Share alerts and upcoming requests directly with clients
Share alerts and upcoming requests directly with clients
Share alerts and upcoming requests directly with clients
Share alerts and upcoming requests directly with clients
Allow clients to respond and upload documents securely
Allow clients to respond and upload documents securely
Allow clients to respond and upload documents securely
Allow clients to respond and upload documents securely
Improve compliance response rates through guided workflows
Improve compliance response rates through guided workflows
Improve compliance response rates through guided workflows
Improve compliance response rates through guided workflows
Seamless Integrations for Your Workflow
Seamless Integrations for Your Workflow
Seamless Integrations for Your Workflow
Connect CovenantFlow with the tools your team already uses to simplify compliance and strengthen monitoring.
To get the most out of CovenantFlow, you can integrate with:
Connect CovenantFlow with the tools your team already uses to simplify compliance and strengthen monitoring.
To get the most out of CovenantFlow, you can integrate with:
Connect CovenantFlow with the tools your team already uses to simplify compliance and strengthen monitoring.
To get the most out of CovenantFlow, you can integrate with:
Core Banking Systems – nCino, FIS, Fiserv
Data Sources – Moody’s, S&P Global, Refinitiv
CRM – Salesforce, Microsoft Dynamics
Collaboration Tools – Microsoft Teams, Slack, Outlook
Document Storage – SharePoint, Box, Google Drive
Core Banking Systems – nCino, FIS, Fiserv
Data Sources – Moody’s, S&P Global, Refinitiv
CRM – Salesforce, Microsoft Dynamics
Collaboration Tools – Microsoft Teams, Slack, Outlook
Document Storage – SharePoint, Box, Google Drive
Core Banking Systems – nCino, FIS, Fiserv
Data Sources – Moody’s, S&P Global, Refinitiv
CRM – Salesforce, Microsoft Dynamics
Collaboration Tools – Microsoft Teams, Slack, Outlook
Document Storage – SharePoint, Box, Google Drive
Take control of your covenant management.
Book a personalized demo and discover how our AI platform can reduce risk, save time, and modernize compliance for your institution.
Take control of your covenant management.
Book a personalized demo and discover how our AI platform can reduce risk, save time, and modernize compliance for your institution.
Take control of your covenant management.
Book a personalized demo and discover how our AI platform can reduce risk, save time, and modernize compliance for your institution.
Take control of your covenant management.
Book a personalized demo and discover how our AI platform can reduce risk, save time, and modernize compliance for your institution.