Product

AI Data Agent

A multi-agentic chat interface that integrates with Accuria’s platform. Domain-expert agents ingest documents, map fields, validate data, and produce traceable outputs ensuring users retain complete control!

Introduction

Manage data with accuracy and AI-driven efficiency

Centralised, agentic interface

The AI Data Agent serves as a centralised, intelligent interface across Accuria’s credit portfolio platform. Unlike generic AI layers, it is built directly into Accuria’s existing suite of analytics tools, offering users a conversational way to interact with the platform for analysis, valuation, and reporting.

Create your Data Library

Build your data library by uploading raw files such as loan documents, reports, financials and reference them naturally in your conversations with the Agent. Retain complete control of the files accessible by the Agent.

Streamlined portfolio onboarding

The Agent accelerates the ingestion, mapping, and structuring of complex credit portfolios, handling all asset classes from retail and wholesale loans to receivables and alternative credit.

Advanced monitoring & valuation

The Agent connects users seamlessly to Accuria’s full product suite including securitisation, debt funds, ABCP conduits, and more. It supports valuation of both performing and non-performing assets, analysing default and recovery data alongside market trends to deliver timely, accurate results.

Expert tools with client control

The Agent applies Accuria’s validated, expert-grade analytics tools under user supervision. This allows users’ to maintain full transparency and control over the workflow, with automation enhancing productivity but never replacing oversight.

Insightful data visualisation

The agent delivers insights through interactive dashboards, stratification tables, and financial product. Users can quickly visualise exposures, risk trends, covenant breaches, and performance metrics across portfolios.

Interactive tooling

Go beyond static tool results with fully interactive charts and tables that you can filter, sort, and modify in real-time. Intervene directly in queries and outputs without lengthy explanations, drilling deeper into your analysis with immediate control.

INTEGRATED

AI Data Agent at a glance

The AI Data Agent can work well as a stand alone product or integrates with other products on our platform to provide a complete solution.

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CORE FEATURES

Automated Portfolio Mapping

Real-Time Risk Monitoring

Interactive Dashboards & Insights

Conversational Data Querying

Advanced Valuation Engine

Human-in-the-Loop Oversight

WORKS WITH THESE PRODUCTS

Pipelines & File Management

A central dashboard to view your pipeline and manage files

Portfolios

Manage loan portfolios, run valuations and monitor early warnings

Debt Funds

Manage your private debt funds and alternative credit funds

Securitisations

Manage securitisations, portfolio guarantees and synthetic risk transfer transactions

ABCP Conduits

Manage your ABCP conduits and ABS investment books

Covered Bonds

View and manage your Covered Bond programs

Deal Execution

Manage your loan and portfolio transactions all in one place

SOLUTIONS

Part of the solution

The Accuria platform provides a wide range of products and solutions to help meet your business needs.

Value

Elevate your valuations for accurate financial decisions

Monitor

Optimise for alpha and manage risk in real-time

Report

Regulatory and Investor Reporting. Solved.

Transact

A digital marketplace enabling seamless transactions

Expert Support

Expert support for every stage of the process

Manage Data

A single source of truth for your loans and your business

DataHub

Seamless data integration, real-time analysis, and smarter decision making

Products

Solutions

Introducing DataHub