Whether your ABF book lives in a folder of spreadsheets or an enterprise platform stack — migrating to ABF.ai is straightforward. Our AI Agents handle the heavy lifting.
You've built something impressive in the tools that have always worked — a master tracker here, a shared drive there, a credit memo that took two days to build. We respect the craftsmanship. Now let's give your ABF book a proper home.
Send us your files — or connect your drive — and ABF.ai maps the fields, normalizes the data, and constructs your full ABF portfolio view. No template required. Our AI adapts to your format, not the other way around.
You invested in a purpose-built system and it's done the job. But it was built before AI was part of the equation — manual reconciliations, stitched-together reports, slow vendor releases. There's a better way.
If your current system can export it, we can ingest it. We run parallel reconciliation against your existing reports so you validate your entire ABF book before you flip the switch — not after.
Once your ABF book is ingested, ABF.ai runs the workflows your team currently handles manually — and puts the answers in plain English for everyone who needs them: portfolio managers, risk, middle and back office, investors, and LP reporting teams alike.
Every servicer report, every tape update, every period-end — automatically reconciled against prior data. ABF.ai flags discrepancies, explains deltas, and maintains a clean audit trail without anyone opening a spreadsheet.
Upload borrower financials and ABF.ai spreads the statements, populates the model, and surfaces covenant-relevant metrics automatically. What used to take an analyst an afternoon now takes seconds — with full source traceability.
ABF.ai models your deal waterfalls natively — tranche by tranche, period by period. Interest accruals, OC/IC tests, reserve accounts, and distribution mechanics run automatically on every new data drop, with full scenario sensitivity.
Structured or messy, simple or complex — ABF.ai is designed for the exact data formats you're already working with. If you've got it, we can work with it.
Every migration runs in parallel — your existing setup stays live while we build and reconcile your ABF.ai environment alongside it. We flag every discrepancy, explain every delta, and only proceed when you're satisfied with the match. Your old system gets decommissioned on your timeline, not ours.
ABF.ai is pursuing SOC 2 Type I certification — our data handling, access controls, and infrastructure are being independently audited against the Trust Services Criteria. Your ABF book stays yours, and it stays secure.
Tell us where you're starting from and we'll map out onboarding together. Most teams are up and running in under two weeks.