Credit Analyst
Each borrower's receivables, matched to its own books and bank
Between field exams. Decision support for your credit team. Not a consumer report under the FCRA. Ataski is not a CPA firm.
Trained on
the borrower's books, bank and your credit agreement
Methods
- Invoice to books to bank
- Borrowing base by agreement
- Nightly flags
Who it's for
ABL lenders, factors and private credit funds that lend against receivables.
From $99/borrower/mo
How it works
From signup to the first finished piece of work.
Invite a borrower and confirm facility terms.
We match invoices against books and bank every night.
Your credit team decides from the workpapers.
Export Excel and PDF for the credit file.
Capability matrix
Does well, with review, won't do.
Out-of-scope tasks come to you instead of being guessed
Does well
- Match invoices to books and bank
- Borrowing base by agreement
With review
- Flags with the lines that raised them
Won't do
- Credit decision or field exam
- Consumer report / personal guarantors (FCRA)
Connections
Per tool: why we need it, what we do, how it's audited.
Connect what you need, when you need it. The assistant only reads tools you explicitly link — never the rest of your stack.
- Credit agreement terms for the borrowing base.
- Borrower invite — they connect their books and bank.
- We calculate from books and bank and flag mismatches.
- We never process personal guarantor data (FCRA).
Invite each borrower; they connect their own systems.
What it reads on every task
Your data. Not the public internet.
Loaded fresh per task — change a doc, the next task picks it up. No retraining, no week-long fine-tune, no stale snapshot.
- Borrower books and bank
- Your credit agreement terms
Guardrails
When it stops and asks you.
- Flags for your analysts — Ataski makes no credit decision
Plans
Try the sample, or start with your own data.