Platform · Skills Library

The Skills That Turn General AI Into a Finance-Native Workforce

Generic models can reason, search, and summarize. Uptiq agents do the actual work of lending such as spreading statements, drafting credit memos, classifying documents, and validating data, because they draw on a library of skills trained to a lending and credit review standard. Each skill does one job well. Composed together, they become agents that execute, not chatbots that suggest.

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Explore the Skills Library

1256

Skills finance-trained and production-ready

7

Skill families across documents, spreading, memos, knowledge, and integration

100%

Audited, explainable skill execution

Any LLM

Bring your own model, routed per task for cost and accuracy

The Problem

Most "AI for banking" is a generic model in a chat box

The Solution

A skill closes that gap. It's a discrete, finance-trained capability and because skills are composable, the same building blocks power an intake agent, an underwriting superagent, or a custom workflow you assemble yourself.

Generic AI

No domain context · no source · no audit trail

✗ Generic

Skills close the gap

Skill Blocks

Financial spreading

Credit memo

Risk + KYC

Powers Any Agent

Intake agent

Underwriting superagent

Custom workflow

How Skills Work

Skill

One capability, done to a finance standard. Map a chart of accounts. Validate an extraction. Draft a memo section. Each skill is atomic, testable, and reusable

Agent

Skills compose into agents. An underwriting agent draws on spreading, validation, and memo skills to own a role end to end — no prompt engineering required.

Workflow

Agents orchestrate into superagents and flows from intake to decision to monitoring handing off to each other without manual glue

Governance

Every skill execution is logged, explainable, and human-supervised. Audit trail and lineage are built in from the first call, not bolted on later.

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The Skills Library

The capabilities Uptiq agents draw on, grouped by family. Foundational skills ship with every agent; finance-native families add the domain expertise generic AI lacks. The library expands continuously, and you can build custom skills on the Qore platform.

Foundational

Document Summarizer

Analyze Files

List Files

Query Knowledge

Web Search

Reason

Display to User

Final Message

Document AI

Document Classification

Extracted Data Validation

Context-Aware OCR

Document Fraud Detection

Multi-Document Compression

Distributed Document Processing

Document Model Optimization

and more…

Financial Spreading

Chart of Accounts Mapper

Entity & Period Detection

Multi-Year Spreading

Accounting Consistency Checks

Anomaly & Outlier Detection

Line-Item Lineage

Downstream Agent Triggers

Manual Override Support

and more…

Credit Memo

Multi-Source Aggregation

Evidence Linking

Editable Draft Support

Version & Approval Tracking

Standardized Export

Knowledge Write-Back

and more…

Integration Cloud

Live Data Streaming

Data Normalization

Natural-Language Database Queries

API Integration Framework

Event Streaming & Webhooks

and more…

Knowledge

Write Files

Spawn (Parallel Workers)

Write to Knowledge Store

and more…

Generation

Code Generation

Doc Generation

and more…

Skills Trained on the Real Work of Credit

The skills that set Uptiq apart aren't the ones that read a file — they're the ones that think like a credit analyst. Two flagship families carry the heaviest lifting in the lending workflow, and every number they touch stays traceable to its source.

Financial Spreading

Maps any chart of accounts to standardized heads

Detects entity, period, and consolidation level automatically

Lays out multi-year spreads in your credit team's format

Runs accounting consistency and cash-flow reconciliation checks

Flags anomalies, outliers, and missing periods

Tracks line-item provenance back to source page and table

Triggers underwriting, risk, covenant, and valuation agents downstream

Supports manual analyst overrides with full traceability

Credit Memo

Aggregates spreads, bureau data, bank statements, KYC, and exposure into one context

Drafts a complete, bank-standard credit memo

Anchors every key statement to its source evidence

Supports RM, Credit, and Risk edits with traceability

Maintains versions through every approval stage

Exports in bank-approved formats (PDF / LOS)

Writes the approved memo back to knowledge for audit and reuse

Explore the Agent Marketplace

The Building Blocks Beneath Every Agent

Skills aren't a separate product, they're what the agents are made of. The same library powers the full suite and any custom agent you assemble on Qore.

Runs on the Qore platform

LLM-agnostic

Audit and governance built in

Integration with your core, LOS, and CRM

LOS, and CRM.

Intake Superagent

Classification

Extraction

Validation

Underwriting Superagent

Spreading

Credit Memo Skills

Continuous Monitoring

Re-Spreading

Anomaly Detection

Lineage

Build Your Own

Compose any Skills

Author New Ones on Qore

Stop prompting. Start composing.

See how Uptiq's skills library lets you stand up agents that already know the work and extend them with your own

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Explore Agents

The Skills That Turn General AI Into a Finance-Native Workforce

1256

7

100%

Any LLM

The Problem

How Skills Work

Skill

Agent

Workflow

Governance

The Skills Library

Foundational

Document AI

Financial Spreading

Credit Memo

Integration Cloud

Knowledge

Generation

Skills Trained on the Real Work of Credit

Financial Spreading

Credit Memo

The Building Blocks Beneath Every Agent

Intake Superagent

Underwriting Superagent

Continuous Monitoring

Build Your Own

Stop prompting. Start composing.

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