Corporate credit workflows, end to end.
Herald helps teams analyze credit agreements and financial reports with AI, track counterparties and accounts, manage payment schedules and events, and report risk at portfolio and bank level.
- AI analysis: credit agreements + financial reports.
- Counterparty + bank account tracking with structured records.
- Payment schedules + calendar events (payments, meetings, reminders).
- Portfolio analytics + bank-level reports.
Track counterparties and credit accounts.
Structured profiles for corporate borrowers and their credit facilities.
Track banking relationships and account-level records.
Watchlists and risk signals to surface what changed.
AI that turns documents into structured data.
Extract definitions, events of default, and covenants — structured for monitoring and reporting.
Ingest financial reports and standardize metrics for monitoring and reporting.
Credit lifecycle calendar.
All key dates in one place — tied to each borrower.
Security pack for procurement.
- Role-based access and audit logs for critical actions.
- Encryption in transit (TLS) and secure storage practices.
- Data retention and export controls aligned with governance.
- Deployment and data-handling details shared during evaluation.
We provide a short security summary and can respond to standard vendor questionnaires.
Aggregate views across companies and credits.
Portfolio-level analytics to understand exposures, concentration, and what changed since the last review.
Drill down from bank-level aggregates to a single company, facility, document, or event.
Bank-level reports, ready for committees.
Generate bank-level reports and consistent narratives for committees: what changed, why, and what to do next.
Support day-to-day work with consistent data structures derived from agreements, reports, and events.
Talk to us.
Email works best for procurement. We’ll share an overview deck, a security summary, and a short agenda aligned to your underwriting and portfolio cadence.
Secure scheduling via Google Calendar. Choose a slot — we’ll send an invite and a short agenda.