Turn Banking Documents Into Decisions
Imagine automating your repeat workflows, shortening deal cycles, and remaining 100 percent in compliance without replacing your existing systems.
Docketry’s agentic AI platform automates loan processing, M&A integration, debt and equity financing, and capital markets operations with speed, accuracy, and audit-ready control.
Why Bank Leaders Rely on Docketry
Diligence and compliance no longer slows down banks. With Docketry, everything moves at a quicker pace, always 100% fully compliant, and provides clarity from document one through approval last.
Close Transactions with Unparalleled Efficiency
AI agents swiftly extract, classify, and organize agreements, NDAs, term sheets, and other critical documents, allowing teams to focus on high-value decisions instead of searching.
Thorough due diligence that considers everything
Agents scan data rooms, identify risks, and automate question-and-response workflows so nothing slips under the radar, even in highly complex or large transactions.
Comprehensive Banking Automation.
Docketry automates key workflows from client onboarding to covenant tracking, credit package preparation, and regulatory checks so teams can focus on strategic initiatives.
Post-Merger Integration Without Stress
Premerger and postmerger procedures are unified, fully compliant, and auditable, even across different systems and jurisdictions, ensuring complete control and oversight.
Security & Compliance that you can Trust
Role-based access, SOC2 and GDPR compliance, with complete audit trails, ensures your operations meet all regulatory requirements at every step efficiently and securely.
How Docketry Works: Banking AI in Action
Docketry integrates smart workflows with modular AI agents which are autonomous despite remaining fully controllable through your bank personnel.
Document Verification and Capture
ExtractIQ swiftly verifies and processes loan agreements, board meetings, and other important banking files.
Context and Compliance
KnowledgeIQ enriches data with semantic structure, regulatory checks, as well as context-specific insights.
Analytic and Decision Support
NeuroDesk and GenBI convert natural-language goals to structured observations, risk alerts, and actionable advice.
Reporting & Execution
Agents create automated reports, track compliance gaps, and even create ready-for-client letters.
Automatic Improvement
Dual-LLM certification and machine learning allow workflows to correct themselves, adapt, and constantly become better with time.
Five high-impact banking workflows automated with Docketry.
Docketry streamlines onboarding, document management, due diligence, credit tracking, and post-merger, and turns paper-based processes into fast, compliant, AI-powered processes.
Client & Counterparty Onboarding
Automate KYC checks, AML checks, and proof-of-identification procedures. Minimize onboarding time while complying fully from day one.
Document Extraction & Structuring
Transform contracts, term sheets, and internal files into formatted searchable data to aid in loan approval acceleration and deal closings.
Due Diligence And Risk Monitoring
AI agents effectively detect gaps, hidden discrepancies, and risks of all kinds in vast data sets and Virtual Data Rooms (VDRs), delivering prioritized results immediately and in real-time.
Credit Package Assembly & Covenant Tracking
AI agents effectively detect gaps, hidden discrepancies, and risks of all kinds in vast data sets and Virtual Data Rooms (VDRs), delivering prioritized results immediately and in real-time.
- Shorten transaction and loan cycle times with document-to-data automation
- Automate hundreds of compliance steps, reduce risk, and maintain audit readiness
- Integrate seamlessly with CRMs, VDRs, DocuSign, DealCloud, and legacy banking systems.
Deliver Measurable Results
Docketry turns complex banking documents into actionable insights, helping your teams work faster and smarter.From compliance to deal execution, every step is streamlined for efficiency and accuracy.
Trusted by Leading Financial Institutions
Docketry empowers global banks to automate workflows, enhance compliance, and accelerate deal cycles, trusted by leading financial institutions worldwide.
Docketry agents transformed our loan processing
and M&A workflows. Deals close faster, compliance is effortless, and post-close audit trails save our team countless hours.
Managing Director, Global Bank
With Docketry, our document heavy financing processes became fully automated. Turnaround times dropped sharply, and our teams now focus on client strategy instead of manual tasks.
Chief Risk Officer, International Bank
Designed for Bank Teams, Not IT Departments Alone.
Docketry enables businesspeople to self-construct and administer artificial intelligence workflows, eradicating information technology bottlenecks. Its no-code interface allows rapid deployment, seamless customization, and total control, helping banks innovate faster.
No IT Bottleneck
Business workers can design, deploy, and manage artificial intelligence workflows without coding through a no-code user interface.
Flexible Deployment
Flexible on cloud, on-premises, or hybrid, Docketry integrates smoothly without losing end-to-end governance over your data.
Prebuilt or Custom Agents
Streamline processes with pre-existing banking workflows or build your own agents to fit with your one-of-a-kind processes.
Modernize Banking Operations Today
Enjoy fast-tracking approvals, greater compliance, and smart automation under one enterprise-grade platform conceived from the ground up for banking professionals.
Next-generation AI platform that
transforms documents into actionable
intelligence at enterprise scale.