Hundreds of borrowers, every quarter, each sending a different shape of PDF and spreadsheet. Headroom reads them into your model and ties every figure back to the cell it came from.
Talk to usBorrower statements arrive in whatever shape their accountant exported that quarter. Headroom reads them and maps each figure onto your own model, so their “Op. profit” lands in your EBITDA field without anyone keying it.
A whole period lands in one place, each figure carrying its own evidence. Most are clean. The ones that failed a check, or that trace to nothing, say so — and a person on your team confirms the period before it counts.
Connect Headroom to Claude or ChatGPT and ask which borrowers are late, or what moved at a name last quarter. The answer carries the same figure and the same citation. Confirmed figures also come into Excel as live formulas.
If you own the systems a lending book runs on, or you are the one being asked how to use AI on them, we would like thirty minutes. We will come with questions rather than a deck.
Where the documents live: an isolated tenant on AWS, never pooled with another lender’s book. What reaches your spreadsheets: only figures a person on your team has confirmed, with who signed and when kept on the record.
contact@headroompc.com