Eliminate manual review bottlenecks and human error with intelligent document analysis and automated verification workflows
Our platform provides comprehensive automation tools that streamline the tax credit due diligence process, reducing time and costs while improving accuracy.
Automated extraction and analysis of key information from project documents
Pre-configured templates tailored to specific credit types and deal structures
Comprehensive dashboard for monitoring due diligence progress and identifying bottlenecks
Our platform leverages advanced AI to automatically extract, organize, and analyze critical information from project documents
Our AI automatically identifies and categorizes document types, eliminating manual sorting and organization.
Our platform automatically extracts key information from documents and validates it against expected values and formats.
Our system automatically checks document contents against regulatory requirements and identifies potential issues.
Our platform provides configurable workflows that adapt to your specific due diligence processes and requirements.
Pre-built templates tailored to different credit types and project structures, customizable to your specific requirements.
Automated task assignment based on user roles and expertise, ensuring the right people handle the right aspects of due diligence.
Intelligent notification system that alerts team members about task assignments, approaching deadlines, and issues requiring attention.
Real-time visibility into due diligence progress, with customizable dashboards and reports to monitor status and identify bottlenecks.
Comprehensive, customizable checklists that ensure thorough due diligence for every tax credit project
Our platform provides customized checklists tailored to specific tax credit types and their unique requirements.
Comprehensive verification of eligibility for tax credit adders and bonus rates.
Comprehensive verification of placed in service requirements and documentation.
Seamless integration with legal and tax opinion processes and requirements.
Our platform enables seamless collaboration between all stakeholders in the due diligence process.
Streamlined collaboration between internal team members with real-time updates, shared comments, and task assignments.
Secure collaboration with external legal, tax, and technical advisors, with controlled access to relevant documents and information.
Dedicated portal for project developers to submit documentation and respond to information requests.
Advanced tools for commenting on documents and highlighting issues that need attention or clarification.
Our platform reduces due diligence time by up to 70% while improving accuracy and compliance
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