Automate document processing into Solifi
Get data from your documents into Solifi
Loan applications
Extract applicant details, loan amounts, asset information and financial data from loan applications directly into Solifi to create loan records, trigger credit decisioning and accelerate origination.
Invoices and collateral documents
Pull asset details, values and invoice data from collateral documents directly into Solifi's portfolio management system to automate risk assessment, improve collateral tracking and maintain accurate loan-to-value ratios across your portfolio.
Credit and financial reports
Extract credit scores, financial ratios and income data from credit reports to feed Solifi's credit decisioning workflows for faster, more accurate lending decisions.
Asset inspection reports
Capture asset condition, location and audit findings from inspection reports to update Solifi's asset tracking modules for improved portfolio visibility and reduced compliance risk.
How to automate document processing into Solifi
Automatically send your documents to Affinda
AI agents extract and validate key data fields
See your data appear in Solifi
Extract any information from any document, fast
Create models in seconds
Validate and transform data
Apply your business logic
Pathway 1: Use the Agent
Pathway 2: Write your own code
No need to talk to sales. Get started now
Sign up for free
Set up your integration
Start processing
95%
reduction in manual work
10×
more invoices processed with no added staff
Enhanced auditability and tracking of invoice approvals
120,000
proof of delivery documents processed annually
82%
of documents straight-through processed in the first weeks
Automatic validation of documents against ERP system
High accuracy parsing across multiple languages
Improved customer experience thanks to better structured data
Stronger compliance with international data security and software standards
300,000
documents processed annually
80
different document types
60%
Enhanced auditability and tracking of invoice approvals
76%
reduction in manual data input
30%
reduction in compliance data errors
85,000
compliance documents processed annually
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Solifi?
Yes. Affinda's integration with Solifi connects your document processing directly to your lending workflows. It automatically extracts, validates and syncs data from loan applications, invoices, financial statements and collateral documents straight into Solifi's platform.With Affinda, you can accelerate loan origination, improve portfolio management accuracy and reduce manual data entry by leveraging a single, connected workflow. Process credit decisions faster, track collateral more effectively and maintain complete control over your lending operations.
How does the Affinda-Solifi integration work?
Affinda's intelligent document processing reads loan applications, invoices, credit reports and collateral documents from any source (email, upload or API) and instantly extracts structured data such as applicant details, loan amounts, asset values, credit scores and financial ratios.
Once validated, this data is automatically pushed to Solifi to create loan records, trigger credit decisioning workflows and update portfolio management systems. Asset details flow into tracking modules, financial data feeds risk assessment tools and collateral values maintain accurate loan-to-value ratios across your portfolio.
You can also configure custom validation rules using natural language, such as auto-routing high-value applications for priority review or flagging exceptions when asset conditions fall below compliance thresholds.
What types of documents can Affinda process and send to Solifi?
Affinda can extract data from any document type used in lending workflows, including:
- Loan applications and financial statements
- Invoices and collateral documents
- Credit reports and asset valuations
- Asset inspection reports and audit documentation
It handles both digital and scanned documents across multiple formats and layouts, using advanced OCR and AI-powered extraction to achieve more than 99% accuracy - even with complex tables and unstructured data.
Do I need to manually upload files to Solifi?
No. Affinda fully automates document ingestion through our APIs. You have three flexible options for getting your lending documents to Affinda:
- Upload loan applications and collateral documents directly to your Affinda workspace
- Forward documents via email manually or configure automatic email forwarding
- Integrate via API or connect to your existing cloud storage systems
Once received, Affinda automatically extracts and validates the data, then sends it directly to Solifi - populating loan records, portfolio data and credit workflows without manual intervention.
Can I define my own validation and business rules?
Yes. Affinda lets you configure custom validation and business logic before any data reaches Solifi.
For example, you can set rules to:
- Flag loan applications that exceed credit thresholds
- Verify asset values meet collateral requirements
- Check that credit scores satisfy minimum lending criteria
- Validate loan-to-value ratios stay within policy limits
These checks ensure your data in Solifi is accurate, compliant and ready for immediate credit decisioning.
Can Affinda handle bulk loan application uploads for Solifi?
Yes. Affinda's platform is built for scale. Whether you process five loan applications a month or five thousand a week, Affinda supports bulk uploads and straight-through automation for loan applications, invoices, financial statements and collateral documents.
This makes it ideal for asset-based lenders, equipment finance companies and factoring organizations handling high volumes of lending documents across multiple portfolios.
How fast can I get started with the Solifi integration?
You can be up and running in minutes. Affinda's Solifi integration is designed for speed:
- Connect Affinda to your Solifi account via secure API authentication
- Map document fields to Solifi entities (loan records, portfolio data or asset tracking modules)
- Upload your first loan application or collateral document and watch the data flow through
For enterprise lending organizations, Affinda provides API access and sandbox environments for deeper customization and testing before you scale across your portfolios.
Is my financial data secure when using Affinda with Solifi?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Solifi?
By integrating Affinda with Solifi, you can:
- Remove manual data entry from loan processing and eliminate errors
- Accelerate loan origination and credit decisioning workflows
- Improve data accuracy and compliance with custom validation rules
- Automate straight-through processing across your lending operations
- Gain complete visibility over portfolio risk, collateral tracking and asset performance