AI assistant

Your underwriting copilot

Tap into AI-powered Daisy to streamline manual review and decisioning processes.

Request Early Access

How it works

Upload financial documents required for underwriting analysis and count on Daisy to do the rest.

Step 1

Upload documents

Upload financial reports and banking documents for analysis.

Step 2

Access insights

Let Daisy translate uploaded raw statements into processed data visualizations.

Step 3

Chat with Daisy

Prompt Daisy with questions and requests for further analysis.

Step 1

Upload documents

Upload financial reports and banking documents for analysis.

Step 2

Access insights

Let Daisy translate uploaded raw statements into processed data visualizations.

Step 3

Chat with Daisy

Prompt Daisy with questions and requests for further analysis.

    What it does

    Simplify review processes

    Transform financial documents into processed insights and data visualizations that ease risk assessing.

    Extract insights

    Drive accurate lending decisions with the most relevant data.

    Save time

    Trust in AI to reduce time spent on manual processing and analysis.

    Streamline operations

    Get through review queues faster by reducing human bottleneck.

    Data extractor

    Extract relevant data

    Authenticate uploaded financial statements, and pull only the key data points needed for underwriting.

    Instant analytics

    Gain an analytic edge

    Leverage Daisy’s auto-generated data visualizations, aggregations, and analyses to get a clear view of financial health for customers under evaluation.

    AI chat

    Consult freely

    Chat freely with Daisy in real time to challenge auto-generated analytics. Ask her to apply AI-driven thinking into your proprietary models and calculations.

    Memo generator

    Create instant memos

    Ask Daisy to generate summaries and credit memos that capture the metrics and criteria most critical for your underwriting documentation.

    Frequently asked questions

    What is Daisy?

    Daisy is an AI-powered assistant built for underwriters managing manual review processes. Daisy processes standard financial documents for underwriters and transforms them into processed data visualizations. Its AI-powered chat further assists underwriters by allowing them to gain additional insights into the processed financial information, detect document fraud, and to generate instant credit memos. In doing so, the tool allows underwriters to reach more accurate, data-backed lending decisions faster.

    How do I access Daisy?

    Daisy is currently available for exclusive early access. To get started, request access by filling out the early access form. Once submitted, one of Noble’s product managers will follow up with next steps and access information.

    Does using Daisy require integration?

    Daisy is an out-of-the-box ready to use solution. Using the tool does not require any custom integration or dev work.

    How much does Daisy cost?

    Daisy is a free tool for those who register for the early access program.

    For those who join once early access ends, the tool will incur a recurring monthly fee of $99 per active user.

    How are financial documents uploaded to Daisy?

    Financial and banking reports can either be uploaded directly to Daisy by the underwriting analyst, or, a request for submission can be sent to the customer under review. In case of the latter, a customer will be able to either securely upload documents to Daisy or connect their bank or accounting system to Daisy (via open banking consent) so that their financial data can be shared directly via API

    Which types of documents are supported by Daisy?

    Daisy supports financial reports like profit & loss sheets and balance sheets, and banking documents like bank statements. Documents can be uploaded in PDF, CSV, and XLSX/XLS formats, or as images that will be analyzed using OCR and NLP technology.

    How does Daisy differ from Noble?

    Noble is a full-service risk management platform that offers tools for facilitating customer lifecycle decisioning. It is an enterprise-grade product that requires customization and configuration ahead of use.

    Daisy is a value-add tool for underwriters that assists analysts in their manual review process. It is powered by Noble but offered as a standalone solution, external to the core platform.

    We wrote the code, you take the credit

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