Plugs into the systems your bank already runs.

Bidirectional sync with nCino's Loan, Account, and Covenant objects. Embeds inside the nCino Loan record as a Lightning component.

Connector for syndicated and large commercial portfolios. Pulls facility, tranche, and covenant header data via Loan IQ REST.

Imports existing covenant tracking and financial spreads from Abrigo. Two-way sync for community/regional bank deployments.

Native connector for banks running Jack Henry's commercial lending workflow.

Pricing and relationship data flow from Q2 into covenant analytics.

Workflow + portfolio data integration for community/regional commercial.

CIF as canonical borrower identity, deposit balance feeds for relationship covenants.

CIF and deposit feeds for Jack Henry community-bank cores.

Identity, deposits, and treasury balances from FIS cores.

Captures executed amendments, waivers, and side letters. Webhook fires re-extraction so covenant changes are detected automatically.

Same execution capture as DocuSign for Adobe ecosystems.

Pulls loan agreements, amendments, and supporting docs from Box folders for AI extraction.

Same as Box for Microsoft-tenant document repositories.

Single API into 95% of small-business accounting systems. Pulls financials directly so borrowers don't upload PDFs.

Verify deposit balances and transaction-level cash flow from borrower bank accounts.

Direct QBO integration. Backstop for tenants where Codat isn't available.

Direct Xero connector for non-Codat tenants.

SAML SSO + SCIM auto-provisioning. Off-boarding in Okta removes access within minutes.

Azure AD SAML/OIDC + SCIM for Microsoft-tenant banks.

Enterprise SAML with PingOne / PingFederate.

Bot delivers covenant breach alerts directly into the RM's channel; in-app acknowledge round-trips to the platform.

Same as Teams for Slack-first banks and credit unions.

Streams covenant + alert + audit events into the bank's data lake.

Unity Catalog destination for downstream credit-risk modeling.