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NEWOur top 12 applications for manufacturers, field proven.Request the Fall 2026 catalog
EX-027Application index · Cross-Industry

Board and lender reporting pack extraction

Extracts covenant terms, reporting obligations, and required metrics from credit agreements into a reporting calendar

Talk it through with us
A sample screen · built to your systems

What it does

Extracts covenant terms, reporting obligations, and required metrics from credit agreements into a reporting calendar

What it moves

Prevents covenant reporting misses.

Built for
Financial Services
Connects to
Credit Agreements · Loan Docs
Build time
45 days

How it works · Built in modules, each can ship on its own

  1. Module 01
    In the catalog
  2. Module 02
    In the catalog
  3. Module 03
    In the catalog
  4. Module 04
    In the catalog

Start here

Live in 45 days.

Which module to ship first, and what we need from you.

In the catalog

The outcome

What it moved for the company we built it for.

In the catalog
Only in the catalog

Reference EX-027 when you talk to us.

109 pages, sent to your inbox. Bring it to the first call and we will mark what applies with you.

  • The live application for each of the twelve, with numbered notes on what matters
  • Every module in full, and which one to ship first
  • Where to start: the timeline and exactly what we need from you
  • The case study behind each outcome
  • Applications 07 to 12, in full
  • The application index: 465 use cases across 14 industries
EX-027 · The full spread, in the catalog