ExactSum has been launched by Titan, Supercharging AI-driven Customer Due Diligence & Onboarding
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AI-powered Bank Statement Analysis
High Quality Bank Statements Analysis
ExactSum parses complex bank statements and creates credit-ready reports with unparalleled accuracy
Become an early customer
Eager to get your hands on ExactSum? We're launching General Availability soon. Join our waitlist to be the first to know!
Secure, Fast, Streamlined
Request
Collect bank statements from your clients.
Upload
Securely upload bank statements and let ExactSum parse them.
Review
Review the report covering: tax trsaction, loan payments, director loans, etc.
Approve
Once the report is reviewed, approve and download the validated files.
Verify client bank statements at scale
Pre-validate client bank statements at scale with AI, improving sample quality. ExactSum provides AI query results within seconds, saving hours, or days of manual work.
Analyze lengthy
bank statements in seconds
Ask specific questions
Receive answers with references to sources
Review AI-generated answers and summaries
Approve and modify answers if needed
Export credit-ready reports in Excel or PDF
Instant sync with Titan Platform
Improve end-to-end workflows by automatically importing approved client documents into the Titan CRM Platform.
“By leveraging ExactSum’s AI capabilities, we can streamline the bank statement analysis more efficiently through automated document data extraction, validation, and review.”
Gerg Smith
Operations Leader
Industry leading security
SOC 2 Certified
ExactSum security practices and controls have been independently audited by experts.
Encryption
Data is encrypted in transit and at rest using the most secure algorithms available.
Zero Data Retention
Your data is never used to train AI models and is deleted permanently once you remove it.
Ready to parse bank statements?
Learn how you can achieve greater efficiency and accuracy.