From documents waiting in an inbox
Agents doing the preparation
Classify files, identify gaps, and organize financial information before the next person has to ask.
The Agentic Capital movement
Commercial lending.
With agentic power.
Rent pretrained AI agents to replace repetitive back-office labor, accelerate document handling, and give commercial finance professionals more capacity to move a deal forward.
For business owners seeking working capital. For lenders and brokers making it possible. One connected direction for an industry ready to work differently.
Built specialists. Human-directed work. Setup tailored to your operation.
Business owners
The business. The data.
The capital need.
Lending partners
The expertise. The relationships.
The financing decision.
CapitalSource.ai
Intelligence at the point of work.
Pretrained agents + shared data standards + modular tools
ProcessorCFOUnderwriterAnalyst
Clearer data
Less manual work
Human decisions
Designed to reduce friction between business data and access to capital.
Pretrained AI agentsHuman approvalsModular APIs & workflowsCSG-1003 standard
Trust, built into the work The movementLess friction in the work.
Less friction in the work.
More possibility for the business.
Working capital gets bogged down long before a lending decision: scattered data, incomplete documents, and the same information re-entered at every handoff. Agentic Capital is our movement to change that—putting trained intelligence inside the work, not another dashboard on top of it.
From professionals buried in busywork
People focused on the deal
Replace repetitive tasks so brokers and lenders can spend more time on judgment, relationships, and getting a business financed.
From technology locked inside one platform
Tools the ecosystem can build with
We are decoupling our stack into agents, capabilities, and shared standards that partners can adopt around their own operations.
Your most capable back officeRent the agent.
Rent the agent.
Reclaim the capacity.
Our biggest value is the trained workforce: agents that already know commercial-finance procedures. Put them on repetitive document handling, financial preparation, and review work. Your professionals keep the relationships, judgment, and approvals.
Eleven specialists. Eleven are live today.
Specialist 01
Processor
Works the deal in a Slack channel — documents in, packaged file out.
- Lives in one Slack channel per deal and answers when summoned
- Classifies and files uploaded documents, then reports what is still missing
Specialist 02
CFO
A CFO-shaped agent for the merchant side of the table.
- Cash position and forecasting for owner-operators
- Gets a business financing-ready before it applies
Specialist 03
Underwriter
Turns a submitted package into a citation-backed credit memo.
- Reads a submitted application and its parsed statements
- Drafts a credit memo where each claim cites a CSG-1003 field or a source document
Build the team around your bottleneck
Built for the work across your business
Intake
Live todayRuns the CSG-1003 conversation and produces a certified package.
Bookkeeper
Live todayKeeps the books current so the numbers a lender asks for already exist.
Analyst
Live todayReads the financials and says what the numbers actually show.
Monitorer
Live todayWatches funded deals and raises a hand before a problem becomes a default.
Evaluator
Live todayGrades the other agents against a rubric before a customer sees the output.
Complier
Live todayChecks the file against the rules before it leaves the building.
Marketeer
Live todayRuns the outbound that keeps the pipeline full.
RegTracker
Live todayTracks rule changes across the states you lend in and flags what they affect.
CryptoTrader and MarketTrader are coming soon. Agent rental is quoted; runtime versions and deployment requirements are confirmed separately.
Agent execution · Processor pilotFollow through.
Follow through.
With you in control.
Give an agent a task it can carry across updates and approvals. The CapitalSource Agent Harness brings Processor into Flows for our first execution pilot: check application readiness, track what is missing, and prepare the next follow-up for your operations team.
Work within your permissions
Processor works on the selected application, approved knowledge, and a designated operations channel.
Approve the exact action
Review the proposed Slack message and its destination before delivery. Start in shadow mode to inspect proposals without sending.
Keep progress and spending visible
Tasks have spending and time limits. See evidence, execution history, and model spending in the portal; reassess or cancel when priorities change.
Example workflow
Application readiness
One task, with a recorded next step.
- 01
Assess
Check application requirements and document review evidence.
- 02
Propose
Prepare an operations follow-up for the outstanding items.
- 03
Approve
A designated reviewer approves the message and Slack destination.
- 04
Continue
Resume the same task as application information changes.
Pilot setup is required. An owner or admin enables execution for the workspace. Financing decisions remain with your team and lender.
Two sides. Shared progress.Better for the business.
Better for the business.
Better for the people financing it.
Access to working capital begins with access to useful information. We put trained agents and shared tools in the hands of both sides of that conversation.
Business owners & operators
Spend less time assembling numbers and explaining the same business twice. CFO, Bookkeeper, and Intake help you understand your financial position and prepare for a stronger financing conversation.
More clarity. Less paperwork. More time to operate.
For business ownersLending partners
Give your lenders, brokers, and finance professionals a trained digital back office. Processor, Underwriter, and Analyst reduce repetitive file work so your team can focus on evaluating opportunities and supporting borrowers.
More capacity. Clearer files. Human expertise at the center.
For lending partnersHow it works
Unblock the work that holds up capital.
Replace the repeated handling of a file with a more connected workflow. The goal is less friction between a business needing capital and the partner able to provide it.
Explore agent setup- 01
Turn documents into usable data
Classify what arrives, organize the file, and flag missing or unclear information. Reduce the preparation work that stalls the next handoff.
- 02
Put financial context beside the file
Bring analysis, cash questions, and policy checks into the workflow. Help the professional see what matters and where it came from.
- 03
Keep the decision with people
Give the broker, lender, or business owner a clearer next action. Agents prepare and flag; people review, approve, and decide.
Financing decisions and disbursements remain with lenders. CapitalSource supports the work around them; it does not guarantee approval or move funds automatically.
Agentic infrastructure, opened up
Your business.
Your stack.
Our agentic rails.
We are decoupling our technology so business owners, lenders, and brokers can use our intelligence in their own operations—not only inside ours.
The rails connect data, agent work, and human decisions: shared standards and interfaces that help a deal move through the commercial-finance ecosystem.
Built on the CSG-1003 standardRent a specialist
Bring a pretrained agent into your operation. Start with the work that consumes your team’s time, with setup and deployment scoped to your needs.
Meet the agentsEmbed a capability
Use REST API and MCP interfaces to bring supported capabilities into your own products and workflows. Put intelligence where your people already work.
Explore the interfacesKeep your stack
Adopt the pieces you need. Explore Recurser CLI, Flows, and shared data standards without making a wholesale platform replacement your starting point.
Find your integration pathSupported capabilities, runtime bindings, and integration availability are documented for each tool.
Connections
Better access to data. A clearer path to capital.
Working capital starts with understanding the business. We are building the data connections that help owners share that picture and give lending partners better context for the work ahead.
- 01
Less chasing and rekeying
The goal: bring business records into a usable workflow so owners spend less time assembling files and partners spend less time rebuilding them.
- 02
Permission before access
Our connection framework is designed around scoped, owner-authorized access—not shared passwords or unrestricted collection.
- 03
Context that travels with the work
Connect financial preparation with the evidence behind it. Help the professional understand the business, not just process another attachment.
Systems in the catalog
Where they sell
Amazon Seller Central · Shopify · Walmart Marketplace
What the books say
QuickBooks Online · Xero
What actually settled
Stripe · PayPal
What is in the warehouse
Trackstar
Your own pipeline
Salesforce
None of them can be authorized yet. The framework is live and the Amazon adapter runs against Amazon’s sandbox; what stands in the way is their developer review, which is a queue we are in rather than a feature we are writing. What each one reads
Join the Agentic Capital movement
Put agents where
the work gets stuck.
Start with one bottleneck. Rent a specialist, embed a capability, or build with us to give your business and your partners more capacity.
Explore pricing and agent rental