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.
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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.
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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.
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We analyze your current workflows, identify manual bottlenecks, and understand where AI can create the most impact for your institution.
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Combine domain expertise from the Veefin ecosystem with cutting-edge AI capabilities to create solutions tailored to your specific needs.
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Either augment your existing systems with AI capabilities or build complete new workflows using our business process management tools.
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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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