Workflow templates

Overview

Workflow templates are pre-built automation blueprints designed to help you quickly get started with common document processing use cases.
Each template includes pre-configured blocks, routing logic, and sample data models — ready to use or customize based on your business process.

Templates are grouped by industry and function, such as Lending or Compliance & Operations.

Accessing Workflow Templates

Go to Workflow.
Click Templates on the navigation bar.
Browse templates by category (e.g., Lending, Compliance & Ops).
Click Learn More to explore the workflow logic, or Try Now to clone and customize the workflow.

Using a Template

Click Try Now on your desired template.
This action will send a request to the Customer Success team, who will get in touch with you to enable and configure your account.
Once enabled, the pre-built workflow will appear in your Workflow Editor.

Template Categories

1. Lending Workflows

Template	Description	Typical Use Case
MCA Underwriting (SMB)	Automate file intake for merchant cash advance workflows. Extract and analyze bank statements, KYC/KYB, UCC, and flag inconsistencies across documents.	SMB loan underwriting and portfolio risk checks.
Equipment Finance Underwriting	Validate invoices, vendor quotes, insurance and UCC filings, and site photos.	Equipment financing document verification and data consistency checks.
Auto Loan (Commercial/Fleet)	Parse RC/title, insurance, NACH, and income proofs. Match VIN and policy, verify borrower/entity.	Fleet and commercial vehicle financing workflows.
Working-Capital Line Underwriting	Process bank statements, GST/Tax, AR/AP aging reports. Generate cashflow summaries and utilization alerts.	Working capital assessment for SMB borrowers.
Commercial Real Estate (CRE) Loan	Extract DSCR data, rent rolls, lease abstracts, and appraisal reports. Validate cross-document consistency.	CRE loan underwriting and DSCR validation.
Invoice / Receivables Financing	Match invoice, PO, and GRN data. Detect duplicates, dilution, and concentration risks.	Receivables financing and invoice factoring.
SBA 7(a) / 504 Packager	Parse SBA forms, tax returns, payroll, and ownership tables. Auto-fill submission forms.	Automated SBA loan packaging.
Green / Solar Financing	Validate panel spec sheets, installer contracts, and utility bills. Compare energy production vs. consumption.	Solar financing and sustainability lending.
Bank Statement Cashflow Analyzer	Parse and normalize PDF/OFX statements. Categorize transactions and detect circular flows.	Cashflow analysis for underwriting or credit evaluation.

2. Compliance & Operations Workflows

Template	Description	Typical Use Case
GovCon Bid Compliance (FAR/DFARS)	Automate RFP/SOW intake and build compliance matrices. Identify missing clauses or artifacts.	Government contracting bid submission compliance.
Contract Mods & Invoicing (WAWF/iRAPT)	Validate CLIN/SLIN, rate sheets, and timesheets vs. invoices. Flag discrepancies before submission.	Contract and invoice compliance for defense/government vendors.
DCAA Timekeeping & Labor Compliance	Parse timesheets, payroll, org charts, and validate rate/role alignment.	Labor and timekeeping audits for DCAA compliance.
Vendor AP 3-Way Match	Match PO, invoice, and receipt data to detect duplicates or overbilling. Highlight exceptions with supporting links.	Accounts payable automation and policy compliance.

With templates, you can deploy production-ready document workflows in minutes — accelerating setup and ensuring best practices across all use cases.