Files ready before your team opens them
Notch reads every document, matches it to the right record, and drafts the follow-up for whatever is missing. When something is unclear, it stops and asks a person.
Agent Use Cases
Built for the requests your systems can’t finish.
The package goes in as is. The case comes back built
Loan packages, financials, and signed guaranties arrive scanned, photographed, or hundreds of pages long. Notch classifies each document, extracts the fields your team defines, and links every value to the page it came from.
Extracts each field on its own, so adding one never costs the others accuracy
Matches every document to the right borrower or account in your CRM and core systems
Flags what’s missing, from a guarantor signature to a compliance certificate
Checked against your credit box, exceptions routed
Notch applies your credit box, covenants, and lending policies before anyone opens the file. Clean cases move on. Anything unclear goes to an analyst with the reason and the source attached.
Lists every exception on a file and what clears it
Runs fixed rules where you need certainty and AI where the document is messy
Drafts the follow-up to the customer for your team to approve
Borrower reporting checked every period
Borrower financials and compliance certificates arrive every quarter. Notch extracts them, checks each covenant, and routes any breach to the relationship manager with the page attached.
Tracks covenants and reporting deadlines for every borrower
Adds a new covenant or field without touching the others
Ships each agent version only after your team tests and approves it
Real results
Notch in numbers
“We already had an amazing internal team building AI. Notch worked alongside us, gave us leverage, helped us codify more of our expertise, and allowed us to scale sophisticated workflows faster.”
Florencia Resnik
Vice President, Care and Agentic AI Operations, EarnIn
“The challenge was turning complex SOPs and tribal knowledge, with different rules for every employer and bank, into clear and dependable support. Notch broke it all down quickly.”
VP of AI
A leading financial platform
99%+
Extraction accuracy on relevant fields
22M+
Interactions in production
OUR SOLUTIONS
Tailor-made for back-office operations
Customer-Facing Agents
Agents that ask customers by SMS or email for what's missing, from a joint holder's consent to a destination account, with each message approved by your team.
Internal Intelligence Agents
An AI coworker for operations teams. Ask about any borrower, account, or loan package, and get the answer with the exact page it came from in your files.
Back-Office Agents
Agents that build each case from source documents, check it against your credit box and covenants, and route every exception to the right person on your team.
AUTONOMOUS ORGANIZATION
Autonomous AI for operations leaders ready to turn complexity into advantage.
Deployed in weeks. Autonomous in months. Compounding for years.
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Deliver better outcomes across every metric that matters
Get more done across every channel, system, and workflow.
Decouple revenue growth from operational cost.
Every action governed, traceable, and audit-ready.