Accuria AI Document Analysis platform interface on mobile — automated financial document processing
Product

AI Document Analysis

A state-of-the-art system for managing documents with AI.

Introduction

Unlock the power of your documents with AI-driven accuracy and efficiency

Accuria document filing system monitoring dashboard for loan portfolio due diligence

Monitor document filing systems and accelerate due diligence

Organise your document filing systems by automatically identifying critical documents, categorising content, and processing files based on your defined criteria. Remove unwanted documents and rename files with ambiguous names to enhance efficiency and accuracy.

Extract key values from any document or financial statements and automate your workflows

Automate workflows relying on manual data extractions such as covenant monitoring. Go from financial statements to covenant calculations in one click. Automatically extract values from financial statements and generate covenants based on loan agreements, ensuring compliance and streamlining financial analysis.

AI extracting key values from a financial statement — automated data capture from loan documents
Document data transformed into a structured dataset — AI-powered extraction results in table format

Transform your documents into structured data-sets

Enrich your data by extracting data from unstructured documents, such as financial agreements, valuation reports, borrower and court communications, emails, and many more, and improve your decision-making capabilities.

Fully traceable results

Trace back extraction results to their source documents through citations, page references and source grounding

Source grounding view showing AI extraction results traced back to the original document for full auditability
AI table extraction from a financial document — structured data captured from complex tables in seconds

Extract data from tables in seconds

Automatically extract tabular data from documents, including PDFs, DOCX, PPTX, XLSX, JPEG, PNG and more, into fully digital tables ready for data processing.

Accelerate the generation of loan sale transaction teasers and credit memos

Create transaction teasers, credit memos and roll up presentations in minutes. Provide market research and qualitative overlays for risk approvals, valuations and scenario analysis.

Automated loan sale transaction teaser generation powered by AI document analysis
Accuria AI Document Analysis processing documents in multiple languages

Multilingual support

Native multilingual support ensures wide-ranging language coverage across all document processing workflows. Extract critical data from international documents with the same precision, regardless of source language.

INTEGRATED

AI Document Analysis at a glance

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

CORE FEATURES

Classify document into categories of your choosing

Extract key values based on your schema

Accelerate legal due diligence and enrich loan data tapes

Organise transaction VDRs and identify missing or unwanted documents

Transform documents into structured, actionable data

Draft transaction teasers, credit memos, and roll up presentations in minutes

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
INSIGHTS

Related articles

AIAi Data AgentAI Document AnalysisCase StudyImpactInsightsReportResearch

Valuation of Large Loans Anchored to Historical Recoveries from Global Credit Data

For low default, non-granular loan portfolios such as project finance, commercial real estate, and fund financings, historical data are scarce…
Accuria AI Document Analysis platform interface on mobile — automated financial document processing
AIAI Document AnalysisInsights

Bigger Context Windows: Necessary but Not Sufficient for Credit Document Processing

Anthropic just shipped 1M token context windows for claude code and now for claude cowork. That’s more than the entire…
AIAi Data AgentAI Document AnalysisInsights

Software Engineering was Solved. The Next Shift Comes in Backoffice Automation

By Theodore Gavriilidis, Senior AI Engineer · 5 min read Anthropic recently published a report analysing how people are building…