The practice
A workflow automation practice. CreditIntel is the first product.
Hearth Advisory automates the recurring work inside finance and credit operations. The model is the easy part. The hard part is connecting live data, pulling in the context that sits in other systems, and leaving a result someone can actually check. That is the work, and it is what this practice does. Credit came first because it is the subject we know deepest.
More on who runs the practice, or how to make contact and what happens next.
How the review runs
Watch one review get built.
A quarterly re-check on the demonstration book: the analyst's side of the conversation on the left, the checking steps on the right. All of the data is made up on purpose.
Synthetic demonstration data. No real company, customer, or client appears. The review proposes; the analyst decides.
Open the working screening desk
Runs on the same demonstration book. Every company, balance and rating in it is invented.
The first product
CreditIntel, in one paragraph.
CreditIntel connects the customer and payment data you already hold, enriches it with the context sitting in the systems around it, and puts an agent on the book. It screens the portfolio against your review rules and reports what changed and where. Every figure is recomputed from source and checked against it, and a review that fails that check is not delivered until it passes.
Why it works this way
Finance teams are asked to defend numbers they never had time to build.
Closing that gap is the whole job. Put the portfolio view together properly, tie every figure back to the system it came from, and hand it over in a shape a person can read, question and sign. The work prepares the judgment. Your credit professionals make it.
Start here
Start with one portfolio that is hard to explain.
Send a sentence about the portfolio and the system it lives in. You get the sample diagnostic and an honest read on whether this fits.