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Unlimited Resolve

AI that reads, classifies, and routes financial records.

Credit disputes, KYC packages, complaints, rental applications, and every structured record after them. Resolve ingests any volume, classifies each one, and routes exceptions — all audit-ready.

10min
0s
Avg Time / Record
96% reduction
$2.50
Cost / Record
94% reduction
2,500h
0h
Quarterly Labor Hours
4.6 FTE reduction

700+ Supported Integrations

SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Microsoft TeamsMicrosoft Teams
SharePointSharePoint
OneDriveOneDrive
OutlookOutlook
GmailGmail
Google DriveGoogle Drive
Google SheetsGoogle Sheets
Microsoft ExcelMicrosoft Excel
BoxBox
DropboxDropbox
DocuSignDocuSign
StripeStripe
OktaOkta
JiraJira
ServiceNowServiceNow
ZendeskZendesk
SnowflakeSnowflake
Power BIPower BI
DatabricksDatabricks
QuickBooksQuickBooks
XeroXero
NetSuiteNetSuite
Sage IntacctSage Intacct
WorkdayWorkday
RipplingRippling
BambooHRBambooHR
Microsoft Entra IDMicrosoft Entra ID
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Microsoft TeamsMicrosoft Teams
SharePointSharePoint
OneDriveOneDrive
OutlookOutlook
GmailGmail
Google DriveGoogle Drive
Google SheetsGoogle Sheets
Microsoft ExcelMicrosoft Excel
BoxBox
DropboxDropbox
DocuSignDocuSign
StripeStripe
OktaOkta
JiraJira
ServiceNowServiceNow
ZendeskZendesk
SnowflakeSnowflake
Power BIPower BI
DatabricksDatabricks
QuickBooksQuickBooks
XeroXero
NetSuiteNetSuite
Sage IntacctSage Intacct
WorkdayWorkday
RipplingRippling
BambooHRBambooHR
Microsoft Entra IDMicrosoft Entra ID

Use Cases

One platform. Every document workflow.

Resolve is configured to each record type. Credit disputes are the highest-volume use case — and where the platform was built.

Credit Disputes

ACDV preparation, FCRA-compliant routing, and exception handling. The highest-volume, highest-stakes document workflow in consumer lending — processed in 24 seconds per record.

KYC & Onboarding

Identity documents, proof of address, and beneficial ownership packages. Resolve reads every submission, flags incomplete files, and routes for structured review.

Banking Complaints

CFPB and FDCPA complaint intake, classification, and draft response generation. Every decision logged with an audit trail built to satisfy regulatory review.

Reg E Error Investigations

Electronic fund transfer error claims under 12 CFR 1005. Intake, investigation workflow, and provisional credit tracking within the 10-business-day regulatory window.

The Transformation

What changes when AI does the work.

Before

  • Fully manual triage and response preparation
  • ~10 minutes per record, per analyst
  • Manual download and upload of attachments
  • Ad hoc quality assurance
  • Higher compliance risk during volume spikes

After

  • Majority auto-responded with prepared output
  • Exceptions routed to human review queue
  • Targeted QA using AI confidence scoring
  • AI-generated reporting and analytics
  • AI chat assistant for querying document data

Proven Results

The numbers behind Resolve.

0%
Auto-Resolution Rate
without human review
0%
Audit Trail Coverage
every decision logged
Analyst Throughput
vs. fully manual processing
months
0 weeks
To Full Production
from kickoff to live deployment
Resolve in Action

Every record processed as it arrives.

Documents arrive via SFTP, API, or portal. Resolve reads, classifies, and prepares the response. Exceptions route to your review queue automatically.

18,342records resolved today

How It Works

Five steps. Zero manual handoffs.

Resolve handles every step with precision, not just detection. File drop to audit log.

01

Ingest

Documents arrive via SFTP, API, email, or portal. Files land in the queue automatically. No manual download.

02

Parse & OCR

Extract structured data from forms and attachments. PDFs, images, and XML all handled without custom preprocessing.

03

Classify & Draft

AI classifies the record type and prepares the output — a draft response, routing decision, or structured summary. Not just a label.

04

Route & Review

High-confidence items go straight through. Edge cases are flagged and routed to a human review queue with full context.

05

Audit & Report

Every decision logged with full provenance. Trend analytics and compliance reports generated automatically.

Implementation

4 weeks

From kickoff to live processing.

No drawn-out pilots. We start with your highest-volume workflow and expand from there. Most customers are processing live records within four weeks of signing.

Book a scoping call
01

Process Mapping

Audit your current workflow. Define document types, confidence thresholds, and exception routing logic.

Week 1
02

Integration Setup

Connect your SFTP drops, APIs, or upload portal. Configure inbound document routing and delivery.

Week 2
03

Classifier Configuration

Train classifiers on your historical records. Validate accuracy on held-out sample data before go-live.

Week 3
04

Phased Rollout

Start with your highest-volume workflow segment. Expand to full volume once accuracy targets are confirmed.

Week 4

Built for regulated environments

FCRACFPBFDCPA
SOC 2 Type I & II Certified
Complete audit trails
Layered access controls
View security details

FAQ

Questions from compliance and ops teams.

Our customers consistently route the majority of document volume through automated handling at high confidence. Accuracy depends on data quality. Items below the confidence threshold go to a human review queue automatically, so risk is bounded, not ignored.

See how we handle your document volume.

30-minute session. We'll run the AI on your actual records so you can see exactly what gets auto-resolved.

Book a Demo