Early access now open

Recurring financial workflows, automated.

Tieout learns your firm's business rules from its historical reports, validates them against past results, and runs each cycle on rules your analysts have approved.

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No prompts and no chat interface. Only rules your team has approved.

October 2026 · Interest accrued

4,812

Rows

4,797

Matched

Flagged

Loan	Servicer file	Last report	Status
L-10231	1,204.17	1,204.17	Matched
L-10232	862.50	862.50	Matched
L-10245Charged off Sep 14	1,530.00	0.00	Flagged
L-10251	418.92	418.92	Matched
L-10260Differs by 10.00	995.40	985.40	Flagged

Rule proposed

Awaiting approval

R-14 Leave a loan out of Interest accrued when it was charged off before the first day of the period.

Reproduces 11 of 12 past signed-off months.

Illustrative example with sample data.

The problem

Recurring work, still done by hand

Every cycle, finance teams rebuild the same outputs from raw data in Excel. The logic behind them is undocumented and difficult to audit.

Manual, row-level work

Analysts process thousands of rows each cycle and correct the same issues period after period.

Undocumented business logic

Exclusions, mappings and thresholds live in spreadsheets and in individual analysts' experience.

Limited traceability

When a reported figure changes, finding the cause means reviewing formulas, files and email threads.

How it works

From raw data to an automated workflow

Step 1
Ingest raw data
Load the files you already receive, such as servicer reports, bank exports and internal workbooks, in their existing formats.
Step 2
Learn from history
Tieout compares raw data with your signed-off reports, identifies the adjustments analysts made, and proposes rules that explain them.
Step 3
Analyst approval
Each rule is shown in plain English with its supporting evidence. Analysts approve, edit or reject it. No rule runs without approval.
Step 4
Automated execution
Approved rules run every cycle. Items the rules cannot resolve are routed to an analyst for review.

Why Tieout

Proven before it's automated

There is nothing to prompt. Tieout reproduces your trusted historical results before it automates anything.

Validated against your history

Every proposed rule is tested against prior signed-off periods, with results shown period by period.

Human approval on every rule

AI identifies candidate rules but never produces a figure. Calculations run in deterministic, tested code, using approved rules only.

Complete version history

Every change creates a new rule version. Each approval is tied to a specific version, and prior versions are retained.

Full audit trail

Every output links to its source rows, the rules applied and the analyst who approved each rule.

Who it's for

Built for finance and operations teams

Specialty finance companies, lenders and other financial firms that run recurring, Excel-based workflows.

Loan servicing and portfolio reporting
Interest, fee and payment validation
Investor and lender reporting
Month-end close and reporting

Early access

Request early access

We are onboarding a limited number of firms ahead of launch. Share a few details and we will be in touch.