Roadmap

From the core flow to a credit operating system.

Sequenced in phases. Dates are defined together with each institution.

  1. Phase 1 · today

    Product core

    Interview · financial engine · reports · dashboard · API

  2. Phase 2

    Evidence & validation

    Advanced OCR · cross-validation · metadata · digital identity

  3. Phase 3

    Decision intelligence

    Segment scoring · risk-based pricing · explainability

  4. Phase 4

    Enterprise integration

    Core banking · LOS · bureaus · open banking · SSO · audit

  5. Phase 5

    Autonomous credit operation

    MCP server · portfolio monitoring · renewals · early alerts

Product status

The core credit flow is live.

Live today

  • Conversational interview
  • Document upload
  • Financial analysis
  • Reports (Word · PDF)
  • Web dashboard
  • Dynamic data capture
  • Image upload
  • Basic inconsistency detection
  • Excel financial model
  • REST API

In development

  • Advanced validation and fraud signals
  • External data sources and bureaus
  • Webhooks
  • MCP for corporate AI assistants
  • Statistically validated predictive scoring
  • Enterprise integrations (core · LOS · SSO)

Integration

Designed to fit your current infrastructure.

REST APIAvailable
Word and Excel outputsAvailable
Web dashboardAvailable
WebhooksIn development
External data connectorsIn development
MCP for AI assistantsPlanned

Items marked as roadmap are subject to each implementation's scope.

Want the detailed roadmap for your institution?