Finance demo

Drop a packet, get an audit-ready workbook

Pick a pre-loaded diligence packet below. Binah classifies, extracts, and reconciles every document in the bundle, then exports a single bound workbook with an Audit Summary, a Reconciliation tab tying values across documents, and per-document detail.

The cross-document tieouts run deterministically — no API key required.

Personal credit-line diligence

Aisha Patel

Senior software engineer applying for a $50K personal revolving credit line at a community bank.

Documents in packet (3)
  • · aisha w2 2024
  • · aisha 1040 2024
  • · aisha bank 2024
Expected findings
  • 01 W-2 wages tie out to 1040 line 1
  • 02 Bank statement deposits show consistent payroll pattern
  • 03 P&L flagged as missing (not required for personal lending)
Business credit-line diligence

Helix Field Systems Inc.

Small B2B SaaS company applying for a $250K working-capital line of credit. C-corp, 10 employees, 2024 revenue $1.58M.

Documents in packet (2)
  • · helix pl 2024
  • · helix business bank 2024
Expected findings
  • 01 P&L revenue ($1.58M) ties to business-account deposits ($1.58M)
  • 02 W-2 / 1040 flagged as missing (this is a business-lending packet)
What you get

Each download is a real, working .xlsx file you can open in Excel, Numbers, or Google Sheets. The Reconciliation tab is the moat — every value is sourced from a specific document, with the difference and tolerance shown. This is what an underwriter or CPA actually wants to see.