Corvic AICorvic AI

Finance

Trace every number before your next exam

Tax returns, CIMs, 10-Ks and exam request letters all feed numbers someone retypes and someone else rechecks. Corvic reads the documents your teams already have and answers in plain English. Every figure links to the page and line it came from.

Accounts are free. No credit card needed.

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Built forCommercial lendingInvestment and deal teamsCorporate financeRisk and complianceCredit unionsAsset management

The shared problem

Finance runs on numbers copied out of PDFs

Credit, deal, FP&A and compliance teams read different documents. The work breaks the same way. Someone retypes the figures, someone else checks them, and months later nobody can show the page they came from.

01

Figures get retyped

Tax returns go into the spread. CIM tables go into the model. ERP exports go into the board deck. In AFP's 2025 benchmark, 96% of FP&A teams still plan in spreadsheets.

02

Every figure gets checked twice

A senior analyst rechecks the spread. An associate ties out the deck page by page. In Wolters Kluwer's 2025 survey, 88% of banks, credit unions and lenders ran compliance on manual processes and spreadsheets at least sometimes.

03

Nobody can show the source

Examiners, the IC, the auditor and the board all ask where a number came from. The answer sits in an inbox. Generic AI adds risk: 80% of dealmakers report an AI accuracy or security incident or near miss (SS&C Intralinks, 2026).

Find your team

Start where your team loses the most hours

Each card names the documents, the deadline and the first jobs Corvic takes on. Commercial lending has its own page. The other teams start from a ready agent, playbook or product.

Commercial lending and credit

Full page

Chief Credit Officers, credit analysts, credit administration, loan review

Analysts key tax returns and CPA statements into spreads, then test covenants months after statements land. Examiners list every stale file and untested covenant.

  • Spread 1120-S, 1065 and K-1s with each cell cited to page and line
  • Test covenants with each agreement's own EBITDA definition
  • Keep the tickler and exception list current before the exam
See the lending page

Investment and deal teams

PE and VC associates, investment bankers, corporate development

A data room holds hundreds of files and the IC memo is due Friday. In KPMG's 2025 study, 41% of US dealmakers named finishing diligence a top obstacle to closing.

  • Pull revenue bridges and customer concentration from the CIM and data room
  • Flag where the CIM and the data room disagree, with both pages cited
  • Build a sourced company brief with the Venture Capital diligence playbook
See the diligence playbook

Corporate finance and FP&A

CFOs, controllers, FP&A managers, financial analysts

The board pack gets rebuilt every month from GL exports, bank statements and department spreadsheets. In AFP's 2025 benchmark, 61% of FP&A teams named unreliable data as a barrier.

  • Reconcile bank and card activity to the ledger before the close
  • Draft variance notes that link each number to its source row
  • Publish the board dashboard on live tables with Web Apps
See the AI Financial Manager agent

Risk and compliance

Chief Risk Officers, compliance officers, BSA officers, internal audit

An exam request letter asks for policies, samples and exception lists from five systems. Staff assemble the binder by hand and recheck every count.

  • Check applications and files against your written policy and log each decision
  • Answer each item on the request letter with the file and page attached
  • Report open exceptions by officer and age, refreshed every morning
See the Credit Compliance Guardian agent

Credit unions and member services

Member service, contact center, lending and marketing teams

Member history sits in the core, the CRM, digital banking and loan files. In a 2025 Cornerstone Advisors study, two thirds of banks and credit unions scored below 50 of 100 on using data in sales and marketing.

  • Give each rep one cited view of the member's full relationship
  • Flag members whose direct deposit or balances are dropping
  • Answer product and policy questions from your own documents
See the Member Intelligence agent

Asset and wealth management

Fund operations, investment analysts, portfolio managers, advisors

GP quarterly reports, capital call notices and custodian statements arrive as PDFs. Operations keys them into the ledger, and the SEC can ask for the support behind any figure.

  • Pull capital calls, distributions and NAV from GP reports into the ledger
  • Track which GPs have not reported this quarter
  • Compare 10-K and earnings call commentary across holdings
See how Document Lens reads PDFs

See it work

Ask what your team asks and check the source

Pick a team. Each sample runs on fictional files and shows the document and page behind every sentence of the answer.

Northwind Community Bank · Credit administration

Ask

List C&I loans whose FY25 covenant tests are still open, oldest first

Answer

Sources

How Corvic helps

One platform under every team's numbers

Corvic connects to the files and tables you already have. There is no migration, and your systems of record stay as they are.

Document Lens

Reads tax returns, CIMs, 10-Ks, GP reports and bank statements, scans included. Each field becomes a row that keeps its page and line.

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Virtual Memory

Links borrowers, guarantors, funds, portfolio companies and members across documents. A question about one entity finds every file that mentions it.

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Playbooks

Runs covenant tests, diligence briefs, reconciliations and exam binders the same way each time. Schedule them or trigger them when a document lands.

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Agent Harness

Pick the model for each task and swap it in config. Each person sees only the sources they can already open, so deal walls and member data stay put.

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Proof

Results on regulated document work

We have not published a finance case study yet. These results come from regulated document work in other industries, and each one is labeled with its source.

80%

Time saved on regulatory dossiers at a top 10 pharmaceutical company

5x

Dossier throughput at the same company

83.5%

Extraction accuracy in a blind document benchmark, against 63.8% for the next model

24 hrs

From onboarding to a first answer on your own data

80% and 5x: CMC regulatory dossiers, top 10 global pharmaceutical company. 83.5%: P&ID extraction benchmark, June 2026. 24 hours: Corvic onboarding. Read the pharma case study

The extraction benchmark

Two dense engineering drawings, scored blind. Corvic ranked first on every measure against Claude Opus 4.8 and GPT-5.5.

AI for credit unions

Where credit unions can put generative AI to work first, from member service to lending.

Spend classification with NAICS

How Corvic maps a vendor list to NAICS industry codes so finance can see where the money goes.

Security and governance

Ready for vendor review at a regulated firm

Banks, funds and advisers will all run a third-party review before a pilot. These are the answers their reviewers ask for first.

SOC 2 Type II

The report is available for your vendor due diligence file. Data is encrypted with AES-256 at rest and TLS 1.2+ in transit.

Private VPC deployment

Deploy in a private VPC with tenant isolation and encryption keys dedicated to your firm.

Deal walls hold

Access is scoped per person and per source, so an associate sees only the deals they are staffed on. SSO is included.

Every figure traces to a page

Each extracted field, test result and drafted sentence links to the document, page and line it came from.

You choose the model

Use OpenAI, Anthropic, Google, open source or your own endpoint. Swap models in config and compare quality, latency and cost on the same task.

Your data on your terms

Zero-data-retention model options where the provider supports them. GDPR and CCPA compliant. We remove your data on request.

Common concerns

What finance teams raise first

Every figure Corvic returns links to the page and line it came from, so a reviewer checks it in one click. When two documents disagree, the answer shows both. Your people review and sign before anything leaves the team.

Corvic respects the permissions you already have, per person and per source. An associate sees the data rooms they are staffed on and nothing else. For tighter control, deploy in a private VPC with keys dedicated to your firm.

Most firms review Corvic as a third-party relationship. Banks will note that SR 26-2, which replaced SR 11-7 in April 2026, leaves generative AI out of its scope. Reviewers get cited outputs, playbooks that repeat the same steps and a model choice set in config.

Corvic reads from them and replaces none of them. It connects to the files and tables where your documents already sit, such as SharePoint, a storage bucket or Snowflake. Your systems of record stay as they are.

We onboard you with your own data, and your first answer is 24 hours away. A good pilot picks one team and compares Corvic's output with work that team already finished.

Bring one finished deal, loan or board pack and check every number

Pick work your team already signed off. We will run it through Corvic, and you can compare each figure with your own.

Accounts are free. No credit card needed.

Find your team