At Finley, our mission to simplify debt capital management is ever-evolving. This month, we’re thrilled to offer you an exclusive preview of our latest innovation: FinleyAI.
This new suite of AI-driven tools is designed to give you unprecedented control and access to your data, making it easier than ever to manage your credit facilities with precision and efficiency. Let FinleyAI handle the small details to help enable your team to do more.
Sneak Peak of FinleyAI
With FinleyAI, we’re introducing two powerful features that will soon be integrated across the Finley platform, transforming how you interact with your data. Here’s an early look at the cutting-edge enhancements that will come with this new suite of tools.
AI-Powered SQL Authoring
Gain complete control over your data with Finley’s AI-powered SQL authoring. FinleyAI simplifies setting up SQL queries, allowing you to easily monitor data and calculate covenant values.
- Use SQL queries to harness the full potential of your credit facility data stored in our data lake.
- Adjust and refine any resulting queries as needed to suit your specific requirements.
- Ask FinleyAI to interpret complex SQL queries and provide a detailed, step-by-step explanation of what each query is designed to accomplish.
PDF Extraction
Navigating the complexities of your Credit Agreement has never been easier. With FinleyAI, you can effortlessly parse and reference key details in your documents.
- Pose prompts or questions to FinleyAI referencing any uploaded Credit Agreement, and let FinleyAI scan hundreds of pages in a PDF to extract key details or summarize complex clauses.
- Receive concise summaries of intricate legal tests, making understanding and managing your obligations easier.
A closer look at FinleyAI use cases
Let’s explore some of the practical applications of FinleyAI that can help streamline your debt capital management processes.
Portfolio Covenant with FinleyAI
Finley already stores and calculates values needed for portfolio or financial covenants. Now, with FinleyAI, you have even more control over your data to set up custom SQL queries to power these calculations.
Simply provide prompts to FinleyAI, and it will draft SQL queries, identify the right tables, and preview results for your review. Make any necessary adjustments based on follow-up prompts, and once satisfied, preview the final results before integrating them into your portfolio covenant configuration.
Custom Graphs with FinleyAI
Take control of your data visualization. Set up custom graphs on your facility data by simply asking AI prompts with our Self-Serve data visualization tooling to monitor or drill down into the performance or evolution of your facility data over time. .
CDQ with FinleyAI
These new tools will allow you to set up tests that monitor the quality of all your underlying assets and alert you if any receivable fails a collateral data quality check. FinleyAI makes it easy to create these complex tests using simple prompts in our AI-powered SQL authoring. Once you've created a test, you can save it and automatically apply it to any new data tape provided to Finley, ensuring continuous monitoring of your assets.
Ask Me Anything with FinleyAI
Our new FinleyAI tools include the ability to quickly parse through your Credit Agreement and answer any questions you may have. Upload your Credit Agreement PDF, and FinleyAI will analyze the document to answer questions like “What constitutes a defaulted receivable?” or “Are there advance rate trigger events?” Instead of manually sifting through dense legal language, let FinleyAI deliver summary details in seconds, with the option to reference the exact source language.
Learn more
Finley is committed to helping private credit borrowers and asset managers streamline and monitor asset-backed loans. From tracking covenants and deliverables to assembling funding requests and analyzing asset performance, our software provides peace of mind in debt capital management. For more information, check out our Product page.
If you want to learn more about how Finley can help streamline your debt capital raise and management, schedule a demo today. We'd love to chat!
