Amplifi
AI intelligence for community-development lenders
Plugs into the systems community-development lenders already use and turns weeks of compliance reporting into minutes — reports, portfolio health, and early warnings, with no migration.
6+ templates · no system migration
Community-development lenders spend weeks building compliance reports by hand, and often see portfolio risk only after it has become a problem.
Loan-fund directors, compliance officers, and portfolio managers at small-to-mid CDFIs ($10M–$500M AUM) in the US and UK.
The full picture
Weeks of reporting turned into minutes — no system migration.
- Upload your loan book as a CSV, or connect QuickBooks, Sage Intacct, or Blackbaud.
- Works out your regulatory metrics and grades portfolio health from A to F.
- Flags loans going 30, 60, or 90 days overdue before an audit finds them.
- Ask questions in plain English and get answers that show their sources and math.
From input to audit trail.
Import
Upload your loan book or connect your accounting platform in minutes.
Analyze
Compute compliance metrics, a health score, and at-risk loans instantly.
Report
Generate ACR, board, investor, and TLR outputs as PDF or data export.
Ask
Query portfolio performance in plain English with audit-ready citations.
What it does.
Portfolio Import
One-click CSV/Excel upload or API sync from QuickBooks, Sage Intacct, and Blackbaud.
AI Assistant
Ask portfolio questions in plain English and get cited, formula-level answers.
Compliance Reports
One-click ACR drafts, TLR validation, board reports, and investor updates.
Health Score
Weighted A–F scoring across leverage, self-sufficiency, reserves, and concentration.
Risk Alerting
Flags loans going overdue and portfolio-level stress before audits do.
Multi-Jurisdiction
Regulatory metrics and peer comparables for both US and UK CDFIs.
See Amplifi in action
Built for loan-fund directors. Try it on the live site, or book a walkthrough with our team.