Automate document workflows
AI Agents for Commercial Lending
Omni turns documents, slide decks, websites and more into the data you need. You'll never need to copy + paste data into spreadsheets again. - Connect to a database or document store. We support Snowflake, Postgres, Google Drive, S3 and more. - Transform your data - Define type safe schemas to run against your unstructured data. We’ll run those models against your data, and keep your warehouse in sync as new rows/fields are added/deleted. - Query with SQL - All the transformed data stays in your warehouse. Surface this data in your product, or analyze with your existing BI tools.
At Omni, we’re rebuilding how banks and fintechs lend to small businesses. There are 34 million small businesses in the U.S., yet getting a loan still means weeks of emails, PDFs, and paperwork. Every deal starts with a pile of documents — tax returns, bank statements, corporate filings, and contracts that no one wants to read but everyone depends on. Omni is changing that. We work directly with lenders to modernize the entire stack, from document intake to underwriting, and we’re doing it with a small, fast-moving team that ships real systems used in production every day.
The company shifted from a general document/data transformation tool (useful across many domains) to a specialized platform focused specifically on automating and modernizing commercial lending workflows for banks and fintechs. This is a full pivot in market and application.