Simplyfile
    by Neuralfinity

    Get to yes faster.
    Say no with confidence.

    Decisioning shouldn't mean digging through PDFs. We turn every submission into clean data and actionable risk insights in minutes, not days.

    INGEST

    Submit Documents

    Just forward the borrower's submission, whether it arrives via email, shared inbox, or cloud storage. Simplyfile instantly grabs all attachments, reads file contents, and kicks off data parsing.

      EXTRACTION

      Extract data automatically

      • Bank statements
      • Loan applications
      • Tax returns (business & personal)
      • Debt schedules & payoff letters
      • K-1s, leases, and more
      ANALYSIS

      Metrics built for private credit underwriting

      • Cash Flow Health
      • Leverage & Debt Service
      • Fraud / Risk Flags
      • Ownership & Control
      INSIGHTS

      Decision-ready outputs

      • Delivered to your CRM
      • Integrated with your Loan Origination System (LOS)
      • Available in the Simplyfile dashboard
      • Exportable to Excel or CSV for IC memos

      Automate document review and get to decisions in minutes, not days.

      "Before Simplyfile, our underwriting team was swamped with manual document review. Now, we automatically extract and reconcile transaction data from thousands of bank statements and financial docs every month, boosting processing speed by 80% and avoiding the need to hire extra staff."

      Bradley Ramos

      Bradley Ramos

      CFO at Pioneer Financial Solutions

      Pre-Underwriting Made Faster and Smarter

      Built for Private Credit

      Clean Cash Flow Signals

      See revenue vs. transfers, seasonality, and recurring patterns in seconds.

      Actionable Risk Flags, Not Decisions

      We highlight potential risks and missing docs - but leave the final call to your experts.

      Debt Positions, Flagged Instantly

      We highlight existing loans, MCA stacks, recurring repayments, and anything that might cap capacity.

      Built for Private Credit Files

      Extract data from any document type in your credit evaluation process

      Business Bank Statements
      Personal Bank Statements
      Personal Tax Returns (Form 1040)
      Business Tax Returns
      Profit & Loss Statements
      Business Bank Statements
      Personal Bank Statements
      Personal Tax Returns (Form 1040)
      Business Tax Returns
      Profit & Loss Statements
      Balance Sheets
      Debt Schedules
      Leases and Rental Agreements
      Financial Statements
      Personal Financial Statements
      Balance Sheets
      Debt Schedules
      Leases and Rental Agreements
      Financial Statements
      Personal Financial Statements
      Credit Reports
      Driver's License
      State ID Card
      Passport
      Credit Reports
      Driver's License
      State ID Card
      Passport

      See It In Action

      Private Credit Case Studies

      Private Credit
      Family Office
      Chestnut & Oak Capital Management logo

      Chestnut & Oak Capital Management

      Launching a Private Credit Arm: A Modern Blueprint for Lean Teams

      Learn how a forward-looking family office achieved operational excellence and rapid market entry with minimal staffing through automated document intelligence.

      75%
      Reduction in due diligence time
      100%
      Consistency and auditability
      30+
      Active deals simultaneously
      Read Full Case Study →

      Let your team focus on the deal - not the paperwork

      Decide faster

      Reduce time-to-decision by up to 90%

      Smarter insights

      Spot red flags automatically

      No developer needed

      On-boarding process that gets you going fast