DocuNeat:
AI-Powered Document Collection & Verification
Stop chasing borrower deliverables. DocuNeat combines intelligent document requests with AI-powered verification — compliance certificates, financials and budgets collected on schedule through a secure borrower portal.
Secure Borrower Portal
Passwordless authentication active
/user/mo
Product Features
DocuNeat automates the entire borrower reporting cycle by combining intelligent document requests with AI-powered verification and data extraction.
Intelligent Requests
Automatically requests each deliverable on its due date from the reporting calendar, with smart follow-up scheduling.
AI Verification
Instantly verifies document authenticity and extracts key data from certificates, accounts and budgets.
Secure Portal
Passwordless login provides borrowers secure access for document submission and communication — no accounts to manage.
Smart Communication
Built-in commenting system for direct borrower communication within the secure portal.
How It Works
Seamlessly automates document collection from request to verification
Smart Requests
DocuNeat requests each deliverable from your reporting obligations calendar with automated follow-ups.
Secure Access
Borrowers receive secure portal access through passwordless authentication for easy document submission.
AI Verification
AI immediately verifies document authenticity, extracts data, and flags inconsistencies or missing information.
ExactCov Integration
Verified certificates and financials automatically flow into ExactCov for covenant testing and compliance monitoring.
Why All ExactCov Users Benefit
DocuNeat enhances every ExactCov workflow by automating borrower data collection across all use cases
For Lenders
Collect borrower deliverables on schedule with automated requests and AI verification. Cut reporting delinquency to near zero and keep covenant tests current.
For Private Credit
Keep concentrated portfolios fully reported with automated follow-ups. Nothing falls through the cracks between test dates.
For Compliance Teams
Ensure regulatory compliance with automated audit trails and systematic deliverable collection. AI verification catches discrepancies early.
For Audit Professionals
Maintain comprehensive documentation trails with automated collection and verification. Perfect for regulatory examinations and internal audits.
For Portfolio Reporting
Ensure complete documentation before reporting begins. AI verification guarantees data accuracy for committee and LP packs.
Universal Benefits
Eliminate Document Chasing
Smart follow-up system automatically reminds borrowers about missing deliverables, reducing admin burden by up to 70%.
Instant Document Verification
AI immediately validates document authenticity and extracts key data from compliance certificates, accounts, budgets, and more.
Streamlined Communication
Built-in commenting system allows borrowers to ask questions and provide context directly within the secure portal, reducing email volume.
Improved Compliance
Automated audit trails and systematic document collection ensure reporting obligations are consistently met while maintaining secure data handling.
Enhanced Borrower Experience
Passwordless portal access and intelligent document requests create a professional, user-friendly experience that strengthens lender-borrower relationships.
Complete Your Document Workflow
DocuNeat at £45 per admin user per month transforms borrower reporting from a manual burden into an automated, intelligent process that enhances every ExactCov workflow.