AUTOMATE FINANCIAL SPREADING
Automate the repetitive work of extracting, organizing, and spreading financial data so analysts can spend more time on credit analysis.
01
Extract financial data from borrower documents instead of rekeying it line by line.
02
Standardize financial information so analysts start from the same structure across deals.
03
Review missing or inconsistent information before moving the spread into credit analysis.
04
Spend less time preparing data and more time reviewing risk and opportunities.
01
Documents arrive
02
Manual extraction
03
Rekeying
04
Categorization
05
Validation
06
Credit analysis
More steps before the analyst can review the deal. Time goes to preparing the numbers instead of using them.
01
Documents arrive
Tax returns, financials, PDFs
02
FlashSpread automates the prep work
Extract, standardize, and spread
03
Credit-ready financials
Clean, consistent starting point
04
Credit analysis
Analysts review the deal
The workflow starts with clean financial data, so review can begin sooner.
Work with tax returns, financial statements, PDFs, and other supported borrower documents.
Organize extracted information into standardized statements, cash flow, ratios, and reporting outputs.
Use clean, structured data for review, reporting, and downstream credit workflows.
Process more financial packages without making repetitive data preparation grow at the same rate.
Start credit analysis with borrower financials organized into a standardized structure across deals and analysts.
Free analysts to focus on interpreting financial performance, reviewing trends, and applying credit judgment.