Start with the borrower quarter
Confirm reporting period, facility scope, and the materials your team actually reviews.
Pilot review
Test the first wedge on one borrower quarter.
The best demo starts with a real reporting package. Bring one anonymized quarter and we will show what ties, what breaks, and where the file should block.
What the demo covers
See whether the Truth File fits your review process.
We will use one real or anonymized borrower-quarter package in the session. The goal is to show how source material, reported numbers, exceptions, and approvals sit together before you decide whether a paid pilot makes sense.
Best with the credit lead, the analyst doing the work, and anyone responsible for portfolio review.
ScopeOne borrower relationship, one reporting quarter.
OutputTruth File, exception memo, evidence log.
DecisionProceed to paid pilot or stop with a clear readout.
One anonymized borrower quarter and lender tracker
Executed credit agreement and relevant amendments
Compliance certificate and borrower financials
Prior quarter workpaper or exception note, if available
Current review and approval expectations
Demo format
Designed to prove the record before broader use.
Map the review basis
Align definitions, amendments, thresholds, and review language to your process.
Walk the review file
Inspect the Truth File, workbook, exception note, evidence log, math appendix, and open items.
Decide next steps
Decide whether to run a paid pilot and which borrower relationships to include first.