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AI for credit, reinsurance and property

Thousands of pages. Every figure checked.

Tallyfold reads the document-heavy work behind lending, reinsurance and property decisions, from credit files and treaty wordings to rent rolls and loss runs.

Book a demo See how it works
Watch the walkthroughReading a 400-page credit file in four minutes
Intake line Document sheets ride a belt from an intake pile through a reading gate, turning from steel to teal as they cross its scan line. Good sheets reach the output pile; a failed sheet gets a red mark and is pushed onto a review tray.
Intake line / read, check, file

Each sheet turns teal as it passes the reading gate. A sheet that fails a check gets a red mark and goes to review.

Built for the careful end of financial operations

  • Credit memos
  • Treaty wordings
  • Rent rolls
  • Loss runs
  • Covenant tests
  • Bordereaux
  • Lease abstracts
  • Borrowing bases

01 / Product

Build AI workflows on everything your firm files.

Go beyond a chat window with the context, connections and controls needed to run a workflow from first page to final sign-off.

Your firm's context layer

Every source your team relies on, connected and searchable

Context graph Six sources of different kinds stand on a ring round a hub, each joined to a graph sphere by a spoke. Three of them send a packet of records in turn; when each reaches the hub, a ring spreads from its foot and the graph lights.
Credit filesTreatiesRent rollsData roomsModelsMailboxes
Explore the context graph
+300 ready agents

Pick an agent written by practitioners, or assemble your own

Agent shelf A rack of agent cartridges stands behind a workflow bay with three slots. One cartridge lifts off the shelf, slides forward and seats in the empty middle slot; a teal signal then runs through the three slots, lighting each, and the cartridge returns to its place.
Browse agents
Editable, never locked in

Produce decks, tables and memos from the same figures, fully editable

Document builder A table of figures lies on the ground with three upright documents beside it: a slide, a page and a sheet. A new column lands and the documents fade; a scan line reads the table, the slide's bars rise to the column's values, the page is written line by line, the sheet fills, and each document is marked ready.
Explore document generation
400+ connections

Standard protocol or plain API, patched in without setup

Plug Tallyfold into the systems your desk already uses. Each link carries records both ways, and you can unplug it whenever you like.

Browse connections
Patch bay A panel of eighteen sockets stands behind a router. A patch cord runs from the router to one empty socket with its plug parked in front. The plug slides home, the link turns teal, two records ride the cord from the router to the socket, then the link drops and the plug is drawn back.

02 / Desks

Pick your desk. See Tallyfold at work.

Desk 1 of 3

Commercial Lending

Turn borrower files into faster, better-documented credit decisions.

Workflows

  • Credit memos
  • Covenant tests
  • Spreading
  • Annual reviews
Explore Commercial Lending
400+Covenant packs tested each quarter by one lender, down from days to minutes
Our first workflow went live in nine days. The review desk stopped retyping and started deciding.
Head of Credit Operations, regional lender

Desk 2 of 3

Reinsurance

Turn treaty wordings and bordereaux into reliable, auditable workflows.

Workflows

  • Bordereaux intake
  • Treaty review
  • Loss run triage
  • Aggregates
Explore Reinsurance
3×More treaties compared in each renewal, with the same team
Every serious book will have machine-read wordings within two years. We wanted the one that shows its working.
Chief Underwriting Officer, specialty reinsurer

Desk 3 of 3

Property Operations

Turn leases and rent rolls into portfolio data you can act on.

Workflows

  • Lease abstraction
  • Rent roll checks
  • Capex tracking
  • Owner reports
Explore Property Operations
140%More assets reviewed each year by one property group, without new hires
A quarter of lease abstraction used to take a team a month. It now takes one analyst an afternoon.
Director of Asset Management, property group
Vault gate A block of data sits in a vault inside a turning ring of ticks, with one road through a checking gate and a ledger beside it. A request with a key crosses the gate, reaches the vault and is logged. A second request is stopped at the gate, marked red, turned back and logged as refused.

03 / Security

Security you can audit.

Your data stays yours, always. Work with one of the few AI platforms that never trains on what you upload.

  • No training on your data
  • Encrypted end to end
  • Audited and penetration-tested
  • Fine-grained access controls
  • In-house security team
  • Audit log on every workflow
Security and trust center

04 / Results

What changes when the desk stops retyping.

Figures reported by teams in their first year on Tallyfold.

Before and after, per task
TaskBeforeWith TallyfoldResult
Borrower file intakePer file50 minPer file9 min82% less time
Treaty wording reviewPer treaty3 daysPer treatySame morning6x faster
Rent roll reconciliationMonthlyManualMonthlyAutomated2.1x more errors found
Loss run triagePer submission35 minPer submissionUnder 6 min$210 to $35 a file
Lease abstractionPer leaseAbout 75 minPer leaseAbout 8 min89% less time
Annual credit reviewPer borrowerAbout 4 hoursPer borrowerAbout 40 min6 more reviews a week
92%Time saved on covenant testing
We expected a faster spreadsheet. We got a desk that checks its own arithmetic and tells us where it was unsure.
Maren KesslerHead of Credit Risk
3.4×More files cleared each week
The same six people now clear the whole backlog by Thursday. The audit trail was the part our regulator liked most.
Daniel OkaforCOO of a mid-market lender

05 / Questions

Before you book a demo.

Short answers to what credit, reinsurance and property teams ask first.

How long does a first workflow take to set up?

Most teams run their first workflow on real files within two weeks. We start from one of the ready agents and adjust it to how your desk already works.

Does Tallyfold train on our documents?

No. What you upload is used to run your workflows and nothing else. It is encrypted, access is set per person, and every action lands in the audit log.

Can we check where a figure came from?

Yes. Every value links back to the page and line it was read from. When Tallyfold is unsure, it says so and sends the item to a reviewer instead of guessing.

Are the outputs ours to edit?

Decks, tables and memos come out as normal files. Change them, send them, or keep them in your own systems.

Which systems does it connect to?

More than 400, through a standard protocol or a plain API. If yours is missing, your team or ours can add it.

Build once. Deploy across desks. Improve over time.

The first workflow paid for the platform. The fifth one is the reason the desk now asks us before it hires.
Maren KesslerHead of Credit Risk