Software for the
document side of
equipment finance.

For the administrative tasks of equipment finance — pulling data from documents, checking it against your rules, flagging what's wrong. Hours back to your team, for the work that grows the book.

Get in touch
Approach

Most equipment finance teams have plenty of process documentation. Not enough working software.

Your operations, credit, and docs teams spend their day typing data from PDFs, checking that everything matches, and chasing what's wrong. It's the work that grows every time you write a new deal.

We build the software that does it. It plugs into the system you already use, configured for your specific paperwork. We measure ourselves on hours your team gets back.

Specialists should spend their day on deals.
Not on paperwork.

— What we believe
What we do

Three ways we work with lenders.

01

The software

Five pieces, built one at a time: insurance certificates, lien searches, financial statements, debt stacks, funding packages. Each built for equipment finance, configured for your processes.

02

Workflow review

A one-week look at where your team's hours actually go — which documents, which steps, which fixes. You get back a ranked list of what's worth automating and what isn't, with our estimate of hours saved per item.

03

Technology advice

Help making software decisions — what to build, what to buy, what to tear out, which vendor to pick. We work for you, not for your vendors.

Who we work with

We work with a few lenders at a time.

Anchor client · 2025 — present
A Canadian equipment finance lender
Insurance certificate review is in production. Lien analysis and financial statements are in build. One major project per quarter.
Workflow review · 2026
A mid-market financial services operator
A one-week look at where the team spent their hours on document work, across underwriting and servicing. We came back with a ranked list of what was worth automating, plus our estimate of hours saved on each one.
Technology advice · ongoing
A few partner relationships
A handful of operations and technology leaders we talk with regularly when they're deciding what to build, what to buy, or which vendor to pick.
Get in touch

Tell us where your team's hours are going.

If there's manual document work you'd like off your team's plate, or a build you want to talk through — get in touch.

[email protected]