An AI agent that collects GST certificates, ITR filings, and bank statements, assesses financial health with AI, routes to credit committee, and generates sanction letters.
Scroll down to walk through the agent
Customer receives a welcome message with process overview.
Smart form collects structured data with real-time validation.
Document upload with OCR auto-extraction of key fields.
Real-time verification via government APIs (Perfios/Karza).
Document upload with OCR auto-extraction of key fields.
Document upload with OCR auto-extraction of key fields.
Document upload with OCR auto-extraction of key fields.
Document upload with OCR auto-extraction of key fields.
Real-time verification via government APIs (Perfios/Karza).
AI-powered analysis, validation, and decision-making.
Manual review and approval by an authorized team member.
Auto-generated document pre-filled with collected data for digital signing.
External system integration via API call.
Automated notification sent to relevant stakeholders.
Process complete. Confirmation sent.
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16 automated steps from start to completion.
Welcome
Start
Business Details
Form
GST Certificate
Document
Document Verification
Verification
ITR _ Previous Year
Document
ITR _ Year Before
Document
Bank Statement
Document
Business PAN Card
Document
Document 5 Verification
Verification
Financial Health Assess
AI
Credit Committee Review
Approval
Sanction Letter
E-Signature
Push to Loan Origination
API Call
Loan Sanctioned
Notification
Loan Sanction
End
This AI agent leverages 10+ built-in capabilities of turrant.ai
Collect structured data with validation
Auto-extract data from uploaded documents
Real-time verification via Perfios/Karza
AI-powered validation and decision-making
Manual approval for flagged cases
Legally binding digital signatures
Automated alerts to stakeholders
Connect to external systems in real-time
Drag-and-drop agent builder
Reduce processing time from days to minutes with end-to-end automation.
AI cross-validation catches discrepancies that manual review misses.
Built-in compliance with regulatory requirements and complete audit trails.
Eliminate manual data entry, follow-ups, and paper-based processes.
Pre-built AI agents you can deploy in minutes
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