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Skills 03 · Documents

Stop typing
the same data
into 8 portals.

Speedy reads every document, extracts the fields, requests what's missing, packages it for the vendor, and routes it for signature.

For ISOs For Vendors
bank-statement-oct-2025.pdf Parsed · 0.6s
Avg revenue $42,800 99%
NSFs (12mo) 2 100%
Daily debits $1,420 96%
Holder Smith Roof. 98%
Tax ID ••-•••2871 94%
5 fields extracted · 0 fields to re-key

Doc types

If a deal needs it, Speedy reads it.

20+ document types across every asset class.

Bank statements
Tax returns
Driver's license
Leases
Rent rolls
K-1s
P&Ls
Balance sheets
Appraisals
Cert. of formation
Op. agreements
Voided check

The lifecycle

Five stages. Zero re-keying.

01

Ingest

PDF, image, email attachment, Plaid feed — all accepted.

02

Extract

Structured fields + confidence score. Source visible next to value.

03

Request

Speedy chases what's missing — white-labeled to your client.

04

Package

Vendor-specific formatting. Full deal package, ready on day one.

05

Sign

Pre-filled contracts, e-signature, audit trail per field.

Trust the extraction

Every field tagged. Every source visible.

Speedy attaches a confidence score to every extracted field. Anything below threshold goes to a human review queue — with the source document right next to the value. You override anything in one click.

  • Confidence score per field — never a black box
  • Source document visible side-by-side with extraction
  • Audit log on every read, every override
  • "One doc away" — Speedy tells you exactly what unlocks better terms

Field-level extraction

Monthly revenue $42,800 99%
Personal FICO 618 100%
NSF count (12mo) 2 96%
Time in business 6 yrs 88%
Avg daily balance $11,400 67%
Avg daily balance — sent to review queue