Finance Enterprise Only

Proximitty

Regulator-grade AI agents for commercial lending operations and servicing

Visit official website
PricingEnterprise Only
Starting priceContact sales
Free planNo
Free trialYes
APINo
Open sourceNo
DeploymentCloud
Last verifiedJuly 30, 2026
Overview

Tool overview

Proximitty is listed under Finance AI tools.

Summary

What is Proximitty?

Proximitty is an AI operating system for commercial lending teams. Its agents ingest borrower documents, reconcile missing information, spread financials, generate credit memos, monitor covenants, service loans, and execute institution-specific procedures.

Best fit

Best for

Commercial lenders automating underwriting, servicing, and covenant monitoring

Audience

Who is it for?

Community banksRegional banksCredit unionsNon-bank lendersCommercial loan operations teams
Recommendation

Decision note

Suitable for evaluation after confirming final commercial terms, controlled-field cleanup, permissions, data handling, and edit-screen aliases. Keep Needs Review enabled until a human verifies the published profile.

Capabilities

Key features

Borrower-document request, ingestion, and reconciliation

Automated financial spreading and credit memo generation

Institution-specific assumptions learned from review

Covenant, closing requirement, and obligation tracking

Automated service requests and breach escalation

Custom agents built from documented operating procedures

Workflows

Use cases

Accelerating commercial loan underwriting

Clearing servicing backlogs

Monitoring borrower covenants

Preparing audit-ready credit analysis

Automating institution-specific loan operations

Strengths

Pros

  • Purpose-built for regulated commercial lending
  • Covers origination and post-close servicing
  • Human experts embed with the customer team
  • Compliance and model-risk controls are emphasized
Considerations

Cons

  • Pricing is available only through a demo
  • Implementation requires institution-specific configuration
  • SOC observation period is still noted publicly
Considerations

Limitations

Commercial credit decisions carry regulatory and financial consequences. Institutions must validate spreading assumptions, source documents, covenant logic, approval thresholds, audit trails, model-risk controls, and every autonomous action before production use.

Cost

Pricing details

Pricing modelEnterprise Only
Starting priceContact sales
Free planNo
Free trialYes
Pricing context

Billing options

Custom enterprise contract

Pricing context

Pricing note

Proximitty provides custom enterprise implementations through a requested demo. No public subscription amount, ongoing free plan, or self-service trial was confirmed.

View official pricing
Compatibility

Supported languages

  • English
Specs

Technical details

PlatformsWeb
Multilingual supportUnknown
Login requiredYes
Open sourceNo
DeploymentCloud
CompanyProximitty
Launch year2026
Models / versionsDocument ingestion agent Credit analysis agent Servicing agent
Editions / plansFree, Basic, Professional, Organization, and Custom plans
Data confidenceHigh
Last verifiedJuly 30, 2026
Documentation → Data source →
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Answers

Frequently asked questions

Proximitty is an AI operating system for commercial lending teams. Its agents ingest borrower documents, reconcile missing information, spread financials, generate credit memos, monitor covenants, service loans, and execute institution-specific procedures.
Commercial lenders automating underwriting, servicing, and covenant monitoring
The listed pricing model for Proximitty is Enterprise only. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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