AI helps with the admin. You stay in control.
Credbase uses AI to speed up the boring parts of third-party document work: reading a file, guessing its type and finding an expiry date. Nothing is saved to your record until a person on your team confirms.
Credbase reads uploaded documents and proposes a document type, expiry date and category.
A named reviewer in your workspace accepts, edits or rejects each suggestion before it is saved.
Every suggestion and every approval is written to the audit trail, with who reviewed and when.
Reading, sorting and extracting the obvious things.
- Detecting the type of a document, for example a certificate of insurance or a modern slavery statement
- Reading dates on a document and proposing an expiry
- Suggesting a company or category based on document content
- Flagging duplicates and near-duplicates in your record
- Summarising long documents into a short reviewer note
It does not make decisions on your behalf.
- It does not approve, reject or file documents without human review
- It does not judge whether a supplier is compliant with your policies
- It does not send messages, packs or reminders on its own
- It does not train third-party foundation models on your files
- It does not replace your legal, safety or procurement judgement
A short, honest workflow between AI and your reviewer.
The AI never touches your record directly. It writes a suggestion, a reviewer opens the file and either accepts as proposed or edits before saving. If the AI is unsure, it says so.
- 01Upload arrivesA supplier or teammate uploads a document. It lands in the review queue, not the record.
- 02AI proposesCredbase suggests a document type and an expiry date, with a short reason and a confidence signal.
- 03Reviewer decidesA person on your team opens the file, checks the suggestion and accepts, edits or rejects it.
- 04Credbase recordsThe final values are written to the record with the reviewer name, timestamp and original suggestion kept for audit.
How your data is handled.
- Purpose. Documents are sent to a vetted AI provider only to generate suggestions inside Credbase. They are not used for any other purpose.
- No training. Your files are not used to train third-party foundation models. Our contracts with providers reflect this.
- Retention. Content sent for AI processing is retained only as long as needed to return a suggestion, then discarded from provider systems on their published schedule.
- Location. Where the provider offers UK or EU processing, Credbase uses it. Cross-border transfers rely on standard contractual clauses where applicable.
- Opt-out. Workspace admins can turn AI suggestions off. Credbase still works as a manual system of record.
Use AI output with judgement.
AI suggestions in Credbase are informational and are not legal, safety, tax, insurance or procurement advice. They may be incomplete or wrong. You remain the controller of your third-party records and are responsible for the decisions made from them.
Credbase is designed to keep a human in the loop for every record change. If your regulator or client requires you to document that reviews are performed by a competent person, the built-in audit trail is designed to help you evidence exactly that.
For the wider picture on security, hosting, encryption and subprocessors, see the Trust Centre.
Ready to see it in the product?
Start a workspace, upload a document and watch a suggestion land in the review queue. You approve. Credbase records.