AI-Powered Intelligence, Delivered System-Ready
Smartflow combines AI-powered extraction, comprehension and validation
to transform complex data into trusted operational intelligence for system-ready workflows.
Designed for Controlled, System-Ready Workflows
Smartflow helps institutions move fragmented documents, spreadsheets and workflow inputs into trusted operational data.
- 1
Ingest
Securely upload documents from existing channels, systems or workflow queues.
- 2
Extract & structure
Convert complex information into structured fields, clauses and workflow data.
- 3
Trace & validate
Link extracted outputs to source clauses with confidence scores and review controls.
- 4
Review & approve
Route outputs through controlled human-in-the-loop workflows before system updates.
- 5
Deliver system outputs
Send approved data into booking platforms, clearing house or tokenisation platforms.
Evolving Your Lending Business: Smart Tech for Smarter Lending
Our Head of Data & AI, Vihang Patel, joins Finastra TV to discuss lending automation and where AI can improve operational workflows.
Built for Complex Institutional Workflows
Smartflow is designed for document-heavy workflows where data needs to be extracted, understood, validated and delivered system-ready.
Credit operations
Onboarding & servicing
Extract borrower, facility, pricing, condition precedent and party data from complex credit agreements.
Drawdowns & amendments
Process credit events with clause-level comparison, amendment-aware records and review controls.
Covenant testing
Extract covenant terms and support monitoring workflows with traceable source evidence.
Servicing events
Support lifecycle events across amendments, repricing, reporting and ongoing facility management.
Structured product operations
Template & document processing
Create and process term sheets, confirmations, booking documents and supporting materials.
Product term comprehension
Interpret product terms, payoff logic, nested tables, event data and booking details.
Lifecycle & corporate actions
Support lifecycle events, corporate actions and servicing workflows with traceable records.
Structured data & tokenisation readiness
Convert approved product data for booking, downstream operations and tokenisation.
AI-Powered Applications You Can Review, Trace and Govern
Source traceability
Link every extracted field back to the source clause or document evidence.
Human-in-the-loop review
Keep teams in control before data is approved or pushed downstream.
Confidence scoring
Prioritise review based on extraction confidence and field-level risk.
Audit history
Preserve review actions, approvals, workflow decisions and supporting evidence.
Role-based access
Support controlled access across operations, risk, compliance and technology teams.
Deployment flexibility
Work alongside existing systems and institutional deployment requirements.
Integrated with Partners You Trust
Designed to fit into institutional technology environments, with enterprise deployment options and partner integrations.
Explore Smartflow in Action
The Impact of Trusted Data on Digital Asset Ecosystems
22 JUL 2026
Find out why trusted, structured and workflow-ready data is critical to scaling institutional digital asset ecosystems.
How Technology Is Rapidly Reshaping the Lending Business
15 JUN 2026
Finastra features Marketnode on how AI, structured data and tokenisation can improve lending operations and market connectivity.
The Automation Problem: Marketnode in Asset Servicing Times
10 JUN 2026
Marketnode's Vihang Patel discusses reconciliation, AI use cases and why auditability remains critical to operational resilience.
Ready to Transform Your Workflows?
Speak with our team to explore how Smartflow can help your institution transform complex data into trusted operational intelligence for controlled, system-ready workflows.