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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.

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Why CovenantFlow?

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.

Measurable Benefits of CovenantFlow

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.

%+

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

Stay on top of every covenant with real-time tracking and alerts.

Now, you can:

Monitor covenant compliance status across all clients in one dashboard

View upcoming deadlines and high-priority breaches instantly

Drill into client-specific details with a single click

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Client Management

A complete view of borrower health and relationships.

Now, you can:

Track loan amounts, risk scores, and compliance status in one place

Manage client contacts, accountants, and outreach history easily

Provide clients secure access through a dedicated portal

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Document Intelligence

Turn loan agreements into structured, actionable covenant data.

Now, you can:

Upload agreements and let AI extract financial, negative, and affirmative covenants

Standardize covenant definitions for consistent monitoring

Eliminate hours of manual review and data entry

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Alerts & Notifications

Never miss a breach or upcoming requirement.

Now, you can:

Receive instant alerts for ratio breaches, missed filings, and exceptions

Prioritize by severity with high, medium, and low flags

Configure escalation workflows for waivers and amendments

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Client Portal

Build transparency and strengthen client relationships.

Now, you can:

Share alerts and upcoming requests directly with clients

Allow clients to respond and upload documents securely

Improve compliance response rates through guided workflows

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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

More Integrations

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.

Request a Demo

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.

Request a Demo

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.

Request a Demo

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.

Request a Demo