Improved
The AI RFP builder now reads your requirements document
Upload or link a requirements document and the AI builder uses its facts as context — proposing them for confirmation instead of asking you to repeat yourself.
Most buyers arrive with something already written: an internal requirements document, a board paper, a scoping note. Retyping it into a conversation is a poor use of anyone's time.
The AI RFP builder can now take that document — uploaded, or linked as a URL — and use it as factual context throughout the conversation.
How it behaves
- Facts are proposed, not assumed. Anything read from the document is put to you for confirmation, always saying it came from the document, so a wrong extraction is easy to catch.
- Nothing established is re-asked. If your document names your markets, the agents will not ask for them again.
- Architecture stays a conversation. The document tells us what you are building. Which licence model, which card programme structure, which onboarding flow you should procure is reached through discussion with the reasoning shown — never presented as something your document decided.
What is deliberately not extracted
Licensing, regulatory and commercial conclusions are excluded from extraction entirely. A requirements document states what a buyer is building; it does not state which architecture they should buy, and treating it as if it did would produce confident, wrong requirements.
As with every AI feature on Finlane, nothing is submitted without you reviewing it.
Try it
Everything above is live in the product today. Publishing an RFP is free for buyers.
Related reading
- Seven reasons BaaS providers reject applicantsRejection from a banking-as-a-service provider is usually a risk decision made early and rarely explained. Here are the seven reasons it happens — and what to change before you apply again.
- Paying marketplace sellers across bordersSeller payouts across corridors: what breaks, which provider categories are involved, and the questions that separate a payout provider that works from one that looks like it does.
- Launching a business account inside a SaaS platformWhat a vertical SaaS platform needs to offer its customers a branded business account: the licence question, the stack, the onboarding reality and the sequence to procure in.