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Uptiq's Document AI extracts SKU and category lines, quantity on hand, unit and extended cost, valuation method, and obsolescence reserves from an inventory schedule, then applies your eligibility rules and pushes the eligible balance into the borrowing base certificate.
Trusted by financial institutions across banking, lending & credit
What Is This
A business inventory schedule itemizes what a borrower holds in stock — raw materials, work in process, and finished goods by SKU or category — and is the basis for the inventory advance in an asset-based borrowing base.
Uptiq's Document AI extracts SKU and category lines, quantity on hand, unit and extended cost, valuation method, and obsolescence reserves from an inventory schedule, then applies your eligibility rules and pushes the eligible balance into the borrowing base certificate.
Raw materials, work in process, and finished goods are frequently lumped into one total with no category split
The Solution
Uptiq's Document AI extracts SKU and category lines, quantity on hand, unit and extended cost, valuation method, and obsolescence reserves from an inventory schedule, then applies your eligibility rules and pushes the eligible balance into the borrowing base certificate.
The result: your team spends time on judgment calls, not re-keying business inventory schedule data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Total Inventory Value | $4.35M |
| Finished Goods | $2.10M |
| Work in Process | $820K |
| Raw Materials | $1.43M |
| Valuation Method | FIFO |
| Obsolescence Reserve | $185K |
| Eligible Inventory | $3.62M |
| Schedule As-Of Date | 2026-04-30 |
{
"total_inventory_value": "$4.35M",
"finished_goods": "$2.10M",
"work_in_process": "$820K",
"raw_materials": "$1.43M",
"valuation_method": "FIFO",
"obsolescence_reserve": "$185K"
}Key Benefits
Uptiq's Document AI extracts SKU and category lines, quantity on hand, unit and extended cost, valuation method, and obsolescence reserves from an inventory schedule, then applies your eligibility rules and pushes the eligible balance into the borrowing base certificate.
Raw materials, work in process, and finished goods are frequently lumped into one total with no category split
Obsolescence and shrink reserves appear as a footnote instead of being netted against the line items
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more business inventory schedule volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The business inventory schedule arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Derived metrics and ratios are calculated automatically from extracted figures.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own business inventory schedule documents.
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