Command Center
The whole case on one screen, and why it needs you
Open a case and everything ExactSum found is laid out for a decision: sources on one side, results on the other, the flags that need a look, the signals you set in the Decision Engine, and its verdict with the rule behind it. Every figure opens to the transactions it came from.
Command Center · case
Trading company, twelve months, two accounts
| Signal | Finding | State |
|---|---|---|
| Revenue trend | Steady, one dip in March | Clear |
| Unpaid / returned | 3 returned direct debits | Flag |
| Lender flag | 2 possible lenders | Review |
| Overdraft | 14 days, within limit | Clear |
| Document forensics | Bank-generated PDFs | Normal |
| Policy | Rule 4 fired: returned items | Refer |
Illustrative case. Each row opens to the transactions behind it.
01 / The screens
Read, question, decide
One set of screens for the analyst, the underwriter and the manager, each showing the same case at the depth they need.
01
Analysis
The case in two columns: sources on the left, results on the right. Every analysis module, its figures, and the transactions behind each one. Categories you can correct on the spot.
02
Wealth
For individual and high net worth cases: income, wealth and affordability first, the decision next, and the statement-level detail folded underneath. Net worth built from statements, portfolios and property.
03
Decision Engine
Your credit policy applied to the case: pass, refer or fail, with the rule that fired and the figures it looked at. Signals are the same rules as a dashboard: thresholds on revenue, returned items, overdraft days, gambling, anything the modules measure, watched before the verdict is run. How it works.
04
Reports
Affordability write-up, cash P&L, sales view, statement of financial status and lender-ready packs, exported from the same screen.
05
Terminal
Every analyser across the case at once: what it matched, its share, totals and averages, with charts. Enabled per organisation for the people who want the numbers without the narrative.
02 / How it works
Built on what the agents already found
- Every figure comes from the analysis the agents ran when the documents landed. Nothing is recomputed by hand.
- Every figure opens to its transactions, and every transaction to its page in the Vault.
- Visible by organisation and role. Analysts see their cases; managers see the team's.
- People decide. The Command Center shows what needs attention and what the policy says; it approves and declines nothing on its own.
Same screen, any assistant
The questions you ask the Command Center are the ones ExactSum will soon answer inside Claude, ChatGPT and Copilot, from the same analysis. Early access.
Also on the platform
See it on your own files
Send us five statements from cases you've already decided. We'll show you what ExactSum returns and how it compares to the calls your team made.