A source-traceable account read a collector can trust in 30 seconds
An AI account summary where every number traces back to the source, or it says "no data."
The challenge
A collector has about 30 seconds to size up an account before a call, with the facts spread across deals, invoices, payment history, and liens. Ask an AI to summarize that and it'll confidently make up a dollar figure. One wrong number, and they stop trusting the whole page.
How we solved it
We built it so no one can feed it facts. It reads data only through tools that query the system of record, so every figure traces to a real source. The rule is strict: every amount and date has to appear word-for-word in the data, and "no data" beats a guess. It also hunts for contradictions, like a deal marked current that still carries a past-due balance, and flags them instead of smoothing them over.
The result
A quick, source-backed read a person can trust at a glance, with a clear "check this first" note wherever the data disagrees with itself.