Amplifi
AI intelligence for community-development lenders
An AI layer for CDFIs that imports loan-portfolio data from existing systems and generates compliance reports, portfolio analytics, and early-warning alerts — no migration required.
6+ templates · no system migration
CDFIs prepare compliance reports manually over weeks and lack early visibility into portfolio risk — with no tool to benchmark performance or prepare for certification deadlines.
Loan-fund directors, compliance officers, and portfolio managers at small-to-mid CDFIs ($10M–$500M AUM) in the US and UK.
The full picture
Community Development Financial Institutions spend weeks preparing annual certification and transaction-level reports, cross-referencing their loan system against accounting records, with little visibility into portfolio risk until a formal audit. Amplifi sits alongside the existing loan system — import a loan tape by CSV or connect QuickBooks, Sage Intacct, or Blackbaud — and applies AI to surface insight in minutes. It computes regulatory metrics like target-market and low-income deployment, grades a weighted A–F portfolio health score, flags loans crossing delinquency thresholds, and generates board-ready reports. A natural-language assistant answers questions like "what's my 90-day delinquency rate?" with cited, formula-level explanations.
From input to audit trail.
Import
Upload a loan tape 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 30/60/90-day delinquency and portfolio-level stress patterns before audits.
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.