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SOC 2 TYPE II

PRIVATE CLOUD DEPLOYMENTS

Spread financials like your best analyst, in 5 minutes

Spread financials like your best analyst,
in 5 minutes

Spread financials like your best analyst, in 5 minutes

Boom spreads financial statements, tax returns, and supporting schedules in your preferred format with 99% field-level accuracy in under 5 minutes.

Boom spreads financial statements, tax returns, and supporting schedules in your preferred format with 99% field-level accuracy in under 5 minutes.

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“Boom has transformed one of the most labor-intensive processes in our organization. Beyond the technology itself, the Boom team has been responsive, collaborative, and committed to delivering real business value.”

“Boom has transformed one of the most labor-intensive processes in our organization. Beyond the technology itself, the Boom team has been responsive, collaborative, and committed to delivering real business value.”

“Boom has transformed one of the most labor-intensive processes in our organization. Beyond the technology itself, the Boom team has been responsive, collaborative, and committed to delivering real business value.”

Michael Pitre

SVP at Palomar Holdings, Inc. (NASDAQ)

Michael Pitre

SVP at Palomar Holdings, Inc. (NASDAQ)

HOW IT WORKS

HOW IT WORKS

AI-powered financial spreading, delivered in your preferred format

AI-powered financial spreading, delivered in your preferred format

Boom applies your institution’s spreading rules, checks the results, and delivers standardized financial data ready for underwriting.

Boom applies your institution’s spreading rules, checks the results, and delivers standardized financial data ready for underwriting.

Document intake

Add financial statements, tax returns, and supporting schedules via API or direct upload.

Automated spreading

AI extracts and classifies financial data using your institution’s account codes and spreading guidelines.

Validation workflow

Boom deterministically validates values, account mappings, and cross-document tie-outs, flagging exceptions for review.

Data export

Send the processed financial data to downstream systems via API or export to Excel for analysis.

Document intake

Add financial statements, tax returns, and supporting schedules via API or direct upload.

Automated spreading

AI extracts and classifies financial data using your institution’s account codes and spreading guidelines.

Validation workflow

Boom deterministically validates values, account mappings, and cross-document tie-outs, flagging exceptions for review.

Data export

Send the processed financial data to downstream systems via API or export to Excel for analysis.

Document intake

Add financial statements, tax returns, and supporting schedules via API or direct upload.

Automated spreading

AI extracts and classifies financial data using your institution’s account codes and spreading guidelines.

Validation workflow

Boom deterministically validates values, account mappings, and cross-document tie-outs, flagging exceptions for review.

Data export

Send the processed financial data to downstream systems via API or export to Excel for analysis.

SECURITY & RELIABILITY

SECURITY & RELIABILITY

Built for enterprise trust and scale

Built for enterprise trust and scale

Protect sensitive financial data with the controls and reliability your institution requires.

Protect sensitive financial data with the controls and reliability your institution requires.

SOC 2 TYPE II

ISO27001

GDPR Compliant

Private cloud deployment

Deploy within your own AWS or Azure environment.

Data & AI governance

You own your data, and it is never used to train AI models.

Access controls & audit

Maintain oversight with single sign-on, role-based permissions, and logs of user and AI activity.

Operational reliability

Support scaled operations with reliable performance and contractual uptime commitments.

Private cloud deployment

Deploy within your own AWS or Azure environment.

Data & AI governance

You own your data, and it is never used to train AI models.

Access controls & audit

Maintain oversight with single sign-on, role-based permissions, and logs of user and AI activity.

Operational reliability

Support scaled operations with reliable performance and contractual uptime commitments.

Private cloud deployment

Deploy within your own AWS or Azure environment.

Data & AI governance

You own your data, and it is never used to train AI models.

Access controls & audit

Maintain oversight with single sign-on, role-based permissions, and logs of user and AI activity.

Operational reliability

Support scaled operations with reliable performance and contractual uptime commitments.

FEATURES

Engineered for high-volume credit teams

Engineered for high-volume credit teams

Turn complex financial documents into validated, underwriting-ready data using your institution’s rules.

Turn complex financial documents into validated, underwriting-ready data using your institution’s rules.

Document Processing

Identify document types and extract data from financial statements, tax returns, and supporting schedules

Account Mapping

Map financial data to your institution’s templates using your existing spreading rules.

Data Validation & Tie-Outs

Check consistency across documents and periods, flagging discrepancies for review.

Source Traceability

Trace financial values directly to their location in the original document.

Underwriting Adjustments

Apply configured adjustments while preserving original reported values.

Credit Metrics

Calculate financial ratios and credit metrics using your institution’s formulas.

Multi-Period Analysis

Compare financial performance across periods to identify trends and changes.

Entity Consolidation

Combine financial statements across related entities into a consolidated view.

Multi-Currency

Convert financial values into a common currency for consistent analysis.

INTEGRATIONS

INTEGRATIONS

API-first infrastructure that works with your existing systems

API-first infrastructure that works with your existing systems

Connect Boom to the systems you already use.

Connect Boom to the systems you already use.

Explore API Docs

Explore API Docs

const { data: company } = await client.POST(“/companies”, {
headers: auth,
body: { name: “Acme Construction”, fullAddress: “123 Main St” },
});

const { data: file } = await client.POST(“/files”, {
headers: auth,
body: { companyId: company.id, fileName: “financials.pdf” },
});

await uploadFinancialFile(file, fileContent);

await client.POST(“/files/{fileId}/process”, {

headers: auth,

params: { path: { fileId: file.id } }

});

const results = await fileWebhook(“verified”, file.id);

Financial Spreading API

Import financial statements → Boom spreads → structured financial data syncs back to your system.

Webhooks

Trigger updates when companies, files, analyses, or records are created, updated, or completed.

Configurable Mappings

Map Boom outputs to your internal fields and downstream systems.

Integrations

Connect Boom to your underwriting systems, data platforms, and AI tools.

const { data: company } = await client.POST(“/companies”, {
headers: auth,
body: { name: “Acme Construction”, fullAddress: “123 Main St” },
});

const { data: file } = await client.POST(“/files”, {
headers: auth,
body: { companyId: company.id, fileName: “financials.pdf” },
});

await uploadFinancialFile(file, fileContent);

await client.POST(“/files/{fileId}/process”, {

headers: auth,

params: { path: { fileId: file.id } }

});

const results = await fileWebhook(“verified”, file.id);

Financial Spreading API

Import financial statements → Boom spreads → structured financial data syncs back to your system.

Webhooks

Trigger updates when companies, files, analyses, or records are created, updated, or completed.

Configurable Mappings

Map Boom outputs to your internal fields and downstream systems.

Integrations

Connect Boom to your underwriting systems, data platforms, and AI tools.

const { data: company } = await client.POST(“/companies”, {
headers: auth,
body: { name: “Acme Construction”, fullAddress: “123 Main St” },
});

const { data: file } = await client.POST(“/files”, {
headers: auth,
body: { companyId: company.id, fileName: “financials.pdf” },
});

await uploadFinancialFile(file, fileContent);

await client.POST(“/files/{fileId}/process”, {

headers: auth,

params: { path: { fileId: file.id } }

});

const results = await fileWebhook(“verified”, file.id);

Financial Spreading API

Import financial statements → Boom spreads → structured financial data syncs back to your system.

Webhooks

Trigger updates when companies, files, analyses, or records are created, updated, or completed.

Configurable Mappings

Map Boom outputs to your internal fields and downstream systems.

Integrations

Connect Boom to your underwriting systems, data platforms, and AI tools.

nCINO

Moody’s

Salesforce

Snowflake

Microsoft Dynamics 365

Databricks

Claude Cowork

Microsoft Copilot

ChatGPT Cowork

IMPLEMENTATION & SUPPORT

IMPLEMENTATION & SUPPORT

Hands-on deployment and support

Hands-on deployment and support

We work with your team to configure and integrate Boom, then support you through rollout and beyond.

We work with your team to configure and integrate Boom, then support you through rollout and beyond.

Workflow Design

Define document flows, review steps, and responsibilities around your credit processes.

Configuration

Configure your spreading templates, mapping rules, and underwriting adjustments.

Integration

Connect Boom to your existing systems for document intake and data delivery.

Validation

Test with your financial documents against agreed accuracy and workflow requirements.

Training & Change Management

Train your team and guide the transition into day-to-day use.

Ongoing Support

Resolve issues and update configurations as your institution’s needs evolve.

Underwriting infrastructure for global teams

Underwriting infrastructure for global teams

Speak with a product expert to learn more.

Speak with a product expert to learn more.

Book a Demo

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ALL RIGHTS RESERVED. © 2026 BOOM SOFTWARE, INC.

PRIVACY POLICY

TERMS OF SERVICE

Boom

How It Works

Security

Features

Integrations

How We Partner

Resources

Vanta Trust Center

API Documentation

Contact

Book a Demo

Contact Form

ALL RIGHTS RESERVED. © 2026 BOOM SOFTWARE, INC.

PRIVACY POLICY

TERMS OF SERVICE

Boom

How It Works

Security

Features

Integrations

How We Partner

Resources

Vanta Trust Center

API Documentation

Contact

Book a Demo

Contact Form

ALL RIGHTS RESERVED. © 2026 BOOM SOFTWARE, INC.

PRIVACY POLICY

TERMS OF SERVICE