AI kit · Finance
The AI kit for Credit Analysts
Everything your ChatGPT, Claude or Copilot needs to work like an expert credit analyst, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
ChatGPT
ClaudeCCopilot
GeminiGGrokGGrok Bot
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Kimi
14 skills for credit analysts
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Runs end-to-end credit work, scoring and limits. Example: rate a $2M revolver and set a policy-compliant exposure limit.
Computes and explains liquidity, leverage and coverage ratios. Example: current ratio fell to 1.1 from 1.6, so flag covenant headroom.
Turns raw data into benchmarks, variances and forecasts. Example: compare gross margin to three industry peers for FY24.
Reads statements for earnings quality and trend. Example: spot revenue growth driven by receivables, not cash collections.
10 more in the kit for members.
Get the full kit24 prompts in 8 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Summarize Borrower Financial Statements"
Like "Calculate Key Credit Ratios"
Like "Extract Loan Application Details"
Like "Assess Credit Risk"
20 more in the kit for members.
Get the full kit12 AI agents for credit analysts
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
Every credit review starts from current, complete evidence.
A short list of confirmed differences between the application and outside records, with evidence
Keep every collateral file current on valuation and insurance.
Connect industry events to borrowers early and flag those at real risk.
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for credit analysts
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Let your AI search your Box files, answer questions about them, and pull out details for you.
Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.
Lets your AI look up company debt, bond prices, and who guarantees which bonds.
Lets your AI pull real-world data on markets, economies, companies, climate and more, with sources.
8 more in the kit for members.
Get the full kit16 AI apps for credit analysts
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
FinFloh Credit Decisioning AI uses machine learning to deliver accurate credit, contract, and pricing decisions throughout the customer lifecycle, streamlining
Pane is an AI spreadsheet that edits cells, writes real formulas, extracts tables from PDFs, cleans messy data and builds charts-so every change is visible, edi
aiPDF revolutionizes how you interact with PDF documents by allowing you to instantly chat, summarize, and extract key information. Save time and gain insights
AI Assist uses GPT-4 Turbo to help you write, edit, and fix SQL queries, formulas, and charts directly within your spreadsheet—providing smart, context-aware su
12 more in the kit for members.
Get the full kit5 apps to build for credit analysts
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Build this to keep every figure in a credit report traceable to its source document.
Build this to check a credit file is administratively complete before an analyst reviews it.
Build this to tie narrative numbers in a disclosure back to approved records.
Reduce tool switching and manual spreadsheet work while keeping a reviewable record of every change.
1 more in the kit for members.
Get the full kit8 Grok Bots for credit analysts
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Analyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
Analyzes legal, financial, and operational risks of auction properties with a score and risk-weighted ROI.
Analyzes judicial and extrajudicial auction notices, flags hidden risks, and rates the opportunity.
Calculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
4 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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