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Intelligence Built Into Every Workflow

CreditSoft integrates with Google Gemini AI to automate manual tasks, transcribe calls with speaker identification, and translate plain English requests directly into SQL database queries.

An AI-Enabled Platform

How our Gemini integration helps you work faster, smarter, and with complete visibility.

💬 Natural Language Search

Query Your Database in Plain English

Retrieve data easily from your database using plain English queries such as "Find clients in Florida that have accounts with balances over $1,000". CreditSoft translates your question into SQL behind the scenes, mimicking your IT department. This built-in Natural Language to SQL (NL2SQL) capability gives you answers instantly.

No SQL knowledge or database administration required
Search client files, payment histories, and lead statistics
Watch Demonstration Video
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"Find clients in Florida with..."

📊 Instant Visualization

Create Charts Using English Prompts

Visualize data in charts using prompts like "A pie chart of clients by state" or "A column chart of leads converted over time". CreditSoft uses its built-in AI translation layer to create a colorful, interactive chart that can be published to your agency dashboard in seconds.

Create pie, column, and line charts in seconds
Publish visuals directly to team dashboards
Watch Demonstration Video
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Charts in seconds with AI

📞 Audio Intelligence

Call Transcription & Rep Analysis

Google Gemini accurately identifies multiple speakers and transcribes calls with speaker IDs. Using our built-in phone controls, you can record calls, generate transcripts, analyze representative compliance and performance, or extract discussion summaries automatically.

High-accuracy speaker identification
Analyze representative compliance with FDCPA guidelines
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Call Transcripts & Summaries

📄 Document Automation

Automated Incoming Document Processing

Drop in a PDF statement, email scan, or photo. CreditSoft AI automatically identifies the type of document, maps it to the right client in your database, identifies the bank or credit card account, and executes actions in the database based on extracted fields.

Processes scanned images, PDFs, and text documents
Automatic client and account linking
Watch Document Processing Video
AI Document Flow

Document processing flow

🗂️ Document Intelligence

Summarize, Compare & Query Documents

Manage large repositories easily. AI generates quick document summaries, compares multi-page files side-by-side, and lets you ask plain English questions across all documents in a client's repository (e.g. "Which document contains John Doe's affidavit, and when was it filed?").

Compare documents side-by-side with a simple right-click
Knowledge Base queries for internal policies and statutes
Gemini Thumbnail

Multi-document analysis