Custom AI Solutions for Financial Workflows

Walnut processes massive financial documents by reading through every section, understanding how scattered pieces of information relate to each other, then organizing everything into clear, structured insights your team can immediately act on.

How we help

Augment Your Existing Systems

Seamless sync with corporate ERP systems to automatically import and track invoices throughout their lifecycle

Build Custom Solutions

Create entirely new workflows tailored to your specific pain points. Ideal for institutions ready to transform their processes with AI-powered automation.

How it works

Walnut Custom AI Approach

At Walnut; we combine deep financial domain expertise with cutting-edge AI to create solutions tailored specifically to your institution's workflows.

Understand Your Pain Points

We analyze your current workflows, identify manual bottlenecks, and understand where AI can create the most impact for your institution.

Design Custom Solutions

Combine domain expertise from the Veefin ecosystem with cutting-edge AI capabilities to create solutions tailored to your specific needs.

Integrate or Build

Either augment your existing systems with AI capabilities or build complete new workflows using our business process management tools.

Deliver Results

Deploy solutions that solve real problems, reduce manual work, and improve accuracy in your critical business processes.

Use Cases

RM Call Report Intelligence

Transform unstructured RM call reports into structured insights for faster credit decisioning. Our NLP extracts client intent, red flags, exposure details, and follow-ups from conversational notes.

Credit Administration & Document Validation

Streamline document intake, validation, and approval across credit administration departments. AI extracts data from identity documents, financials, and application forms while flagging inconsistencies.

Financial Spreading & Credit Assessment

Process balance sheets, P&Ls, audit reports, and bank statements with unified AI workflows that generate financial spreads and surface insights for analyst review.

Insurance & Collateral Document Processing

Validate insurance certificates, valuation reports, and loan terms for consistency while extracting chassis numbers, addresses, and asset IDs for core system matching.

Multi-Format Financial Analysis

Process PDFs, scanned documents, and image-based financials across multiple years with automatic calculation of liquidity, leverage, and profitability ratios.

ESG & Compliance Automation

Extract narrative and KPI-level ESG disclosures from reports and filings while mapping financial statements into structured, multi-year templates.

AI-Powered CAM Generation

Transform unstructured and structured credit inputs into pre-drafted Credit Assessment Memos using policy-aligned language that mirrors internal templates.

Join the financial institutions already using Walnut's to solve complex workflow challenges

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