finance_ops · finance · workflow
Fundwell saves 30 hours a week with Box AI for automated bank-statement processing and underwriting workflows
Fundwell's files were scattered across multiple platforms with employees emailing each other to locate documents. Teams also needed to protect sensitive client data when sharing with external funding organizations, and manual paperwork was laborious for both clients and staff.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Prospect submits loan application
A prospective customer clicks 'Apply Now' on the Fundwell website to launch a small-medium business loan application process.
Tools used
Box AIBox RelayBox SignBox for SalesforceBox Hubs
Outcome
Box AI saves Fundwell 30 hours a week. Deals reach approval at a much faster rate, employees self-serve information from Box Hubs rather than asking managers, and automated workflows via Box Relay, Box Sign, and Box AI deliver a productivity boost.
Results
Time saved30 hours a week
Grounding & classification
Source type: vendor customer story
32 fields verified against source quotes, 1 dropped as unverifiable.
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