FactSet
Pull market and issuer data into monitoring without leaving the workspace.
Integrations
Every system your credit team runs on, connected
No migration, no re-platforming. AZ2 reads from Microsoft 365, your deal CRM, data rooms, market data providers and portfolio systems, and stays in sync automatically.
The connection layer
Your existing stack, moving as one system
AZ2 reads from the tools where deal and portfolio data already lives, then preserves the source behind every field.
DealCloud
Carry origination and relationship context into diligence and monitoring.
S&P Capital IQ
Reference ratings and credit data alongside internal underwriting.
Outlook
Capture borrower correspondence and reporting attachments straight from the inbox.
Excel
An add-in that pushes live model and covenant data straight into the workbooks your team already builds.
SharePoint / OneDrive
Ingest deal files and reporting packs from the document libraries your firm already runs on.
Teams
Route covenant alerts and monitoring updates into the channels your credit team watches.
Salesforce
Keep pipeline and sponsor relationship history beside every credit file.
How it works
Three principles behind every connection
Integrations are designed to earn trust before they earn scope, narrow access first, full visibility always.
01
Read-only by default
Connections are OAuth-scoped and read-only unless you grant more. AZ2 never writes to a source system without an explicit permission.
02
Sync on arrival
New documents and data are ingested the moment they land, no batch windows, no quarterly uploads.
03
Everything logged
Every read, extraction, and agent action is on the audit trail, the same record your examiners and LPs see.
Missing a system you run? Integrations ship weekly, tell us what you need. Request an integration
Connection state
See exactly what's connected, and what isn't
Every integration shows its live sync status, last read, and scope, nothing connects silently, nothing syncs without a record.
Connections · workspace
4 connectionsRead-only scope
Outlook
Synced 4s ago · 128 emails
DealCloud
Reading 3 new records
QuickBooks
Synced 1m ago · ledger
PitchBook
Awaiting scope approval
Every event above is written to the audit trail in real time.
See your stack connected in a live demo
Bring a deal folder, we'll connect it and run the intake agent on the spot.
Request Demo →