AI Insights Add-on

Ask AI about any client, account or application, and summarise documents in seconds.

Anthropic Claude, OpenAI, Google Gemini or a self-hosted Ollama model

Account Origination Add-on

Customisable loan and deposit applications, from first quote to approval.

Automated Decisioning

Decision Cards score every application against your own rules and return Pass, Refer or Fail.

Credit & Identity Add-on

Credit checks, Comprehensive Credit Reporting, and identity and AML verification.

Centrix, Equifax, Experian, APLYiD, GreenID and RealAML

Open Banking Add-on

Consented bank statement data for faster, better-informed affordability checks.

Akahu, Basiq, Credit Sense and illion BankStatements

Payments Add-on

Direct debits and credits with most New Zealand and Australian banks, plus real-time PayTo and PayID.

Monoova, Zepto and Ezidebit

Securities & PPSR Add-on

Vehicle and asset checks, plus registrations and searches on the NZ and AU PPSR.

MotorWeb, InfoAgent and Centrix

Client Management Add-on

Address verification, client statistics and electronic signatures.

Adobe Sign, DocuSign and Secured Signing

SMS Messaging Add-on

Send SMS messages straight from your client and account records.

ClickSend, Kudosity, SMS Fusion, TxtStream and Twilio

Workflows Add-on

Model and automate your business processes, from approvals to collections.

Accounting Add-on

Send journals straight to your accounting system.

Xero and MYOB, plus exports for QuickBooks, Sage and many more

Deposits Add-on

Manage on-call and term investments, with withholding tax handled for you.