Platform · Skills

Where the platform gets its expertise.

Skills are trained capabilities in the platform and financial services that do one job to a credit-review standard and return output shaped to your schema. They're what enables Uptiq to perform the work.

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Skill · Financial Spreading

Running

Borrower_Financials.pdf

Form 1120 · 3 fiscal years

Input

Structured output

Total revenue

$4.20M

Net income

$412,800

DSCR

1.42×

Traced to

p.1 · line 1a

Enforced to schema

95%+ accuracy

Why skills

Read the file. Know the work. Control the output.

Traditional models improvise. A skill reads the document correctly, applies how the work is actually done, and returns an output your systems can consume — the same result, every run.

Chart of accounts · mapped to standard heads

Sales / Turnover

as filed

Total Revenue

Interest paid

Sched. C

Debt Service

Entity & period detected

C-Corp · FY25

Cash flow reconciled

tie-out ✓

DOMAIN EXPERTISE

Trained on the real work.

Each skill encodes how a credit team operates — mapping accounts, detecting entity and period, reconciling cash flow. The expertise lives in the skill, so agents perform to a lending standard, not a general one.

Maps any chart of accounts to standardized credit heads

95%+ accuracy, certified by former underwriters

Every figure anchored to its source page and table

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CONTROLLED OUTPUT

Shaped to your schema.

Every skill returns structured output enforced against a schema you define — the same shape every run, flowing straight into your core, LOS, and CRM. Nothing to parse, nothing to babysit.

Structured output, enforced to your schema

Consistent shape, run after run

Writes back to your core, LOS, and CRM

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Output · enforced to schema

{   
  "borrower": "Acme Mfg LLC",   
  "total_revenue": 4200000,   
  "dscr": 1.42,   
  "status": "validated" 
}

Conforms to schema

every run

JSON

Core / LOS

CRM

Webhook

Loan_Package.zip · 82 pages

Bank statement

pp. 1–12 · 99.1% confidence

Validated

Form 1120

pp. 13–20 · 98.4% confidence

Validated

Rent roll

pp. 21–24 · page 7 scan quality

Review

Every field traced to a source box

142/142

FOUNDATIONAL · DOCUMENT AI

The layer beneath every skill.

Before a skill can spread a statement or draft a memo, the platform has to understand the package. Document AI classifies, extracts, and validates every document — the foundation every finance skill is built on.

150+ document types, auto-classified with confidence

Schema-enforced extraction per document type

Every field scored, traced to source, and validated

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Governance

Explainable by default.

Every skill execution is logged, traceable, and human-supervised — built in from the first call, not bolted on later.

Logged & explainable

Every execution recorded with its inputs, outputs, and the model that ran it.

Anchored to source

One click from any figure to the exact page and table it came from.

SOC 2 Type II

Built to the controls your security and compliance teams expect.

Explore the platform

Where the platform gets its expertise.

Read the file. Know the work. Control the output.

Trained on the real work.

Shaped to your schema.

The layer beneath every skill.

Explainable by default.

Logged & explainable

Anchored to source

SOC 2 Type II

See what your next agent could do.

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Where the platform gets its expertise.

Read the file. Know the work. Control the output.

Trained on the real work.

Shaped to your schema.

The layer beneath every skill.

Explainable by default.

Logged & explainable

Anchored to source

SOC 2 Type II

See what your next agent could do.

Want Insights from Uptiq sent straight to your inbox?

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