ai innovation workshop:
Document AI trained on financial paper. Financial skills that already know the math. Integrations into the cores and loan systems your customers run.
// one call. extraction, math, and policy.
const file = await uptiq.agents.run({
agent: "credit-file",
documents: [taxReturn, rentRoll, pfs],
policy: "credit-policy-v4"
});
file.fields 97 extracted
file.dscr 1.24
file.citations every value sourced
file.exceptions 1 flagged
for review
Ready to build and pre-built financial agents behind a REST API, with orchestration, memory, and audit logging handled.
Tax returns, pay stubs, statements, and tax forms at 95%+ accuracy. Every value comes back with a citation to the page it came from.
Spreading, global cash flow, DSCR, and memo drafting as callable skills. Years of financial services logic you do not have to encode.
Cores, loan systems, CRMs, custodians, and servicing platforms. 100+ connections your customers already run, maintained by us.
