Inside your own tools, through one link or API call. You send what you have, and the email comes back there.

What happens to the files?

Each statement is read once, encrypted and in memory. Slate keeps only rounded figures and deletes the file within 24 hours. Prefer to keep files on your side? A reader can run there instead.

Does it give credit decisions?

No. There will be no credit score or decision. Rally describes the document you gave it, and what you do next is up to you.

Do you learn from my data?

Your data will never be shared. Slate will learn only from aggregated, de-identified statistics, to learn what works by industry. Never from statements, facts or message text, and it will never sell them.

Teams whose applicants start and don’t finish: ISOs, brokers, small funders and fintechs. It follows up with businesses that already applied, never cold outreach.

Slate Rally

Get more applications finished.Emails that know why they stopped.

Rally writes each stalled applicant the follow-up that gets them to submit, from the data you already have. Live for Slate partners; others can join the waitlist.

Join the waitlist

In your CRM

Applications

Slate Rally

Rosa’s Bakery, stopped 6 days ago

What Rally saw

Deposits up two months running

The email

Hi {{first_name}}, the holiday rush is here and your deposits are up two months running. Your ID is all that’s left on your application. About two minutes: {{upload_link}}

Checked against the statement. No promises.

Send

Claude
ChatGPT
n8n
HubSpot
Clay

Works with the tools you already use.

0:00 / 0:00

Most applicants don’t say no.They just stop.

They start, get busy and disappear. A generic reminder won’t bring them back. An email that knows their business can.

Rosa’s BakeryStopped at documents

Started
Bank
Documents
Signed

Daily deposits, last two weeks

Last opened

Quiet for: 6 days
Deposits: Up two months running
Still needs: Money for holiday stock

Read.Know why they stopped.

Send what you already have, like a bank statement and where they stopped. Slate funds small businesses, so our models know what the numbers mean.

In your automation

Rosa’s Bakery

Sample statement, October 2026

Lines from the sample statement
Oct 01	Card processor payout	1,840.22
Oct 03	Card processor payout	2,105.90
Oct 07	Flour and packaging	−3,420.00
Oct 09	Catering order	6,200.00
Oct 14	Card processor payout	2,377.15
Oct 15	Payroll	−4,860.00
Oct 20	Rent	−3,100.00
Oct 22	Card processor payout	2,018.64

What Rally saw

Climbing into the holidays

About $24,000 a month in deposits

May $20,900
Jun $21,400
Jul $21,800
Aug $22,400
Sep $23,200
Oct $27,600

Picking up this fallDeposits up two months running

One large deposit in October$6,200 catering order, not repeated

A read of this document. Not a credit decision.

Write.An email about their business.

Not a template. By email, SMS or call script. Every claim will be checked against their data before it goes out, and nothing will promise what you can’t.

In your CRM

Rosa’s Bakery

One step left on your application

Hi {{first_name}}, the holiday rush is here and your deposits are up two months running. Your ID is all that’s left on your application. About two minutes: {{upload_link}}

“Two months running”Sep and Oct deposits
“Your ID is all that’s left”Stage: documents pending
No promisesNo amount, approval or timing

Recover.See who came back.

A daily list of who stopped, why, and what to send. Test and control will be built in, so you can see what the emails actually did.

In your CRM

Theo’s applications5 stopped, checked this morning

Rosa’s Bakery, stopped at documents

Climbing into the holidays

About $24,000 a month in deposits, rising two months running

The email

Hi {{first_name}}, the holiday rush is here and your deposits are up two months running. Your ID is all that’s left on your application. About two minutes: {{upload_link}}

Numbers match the statement. No promises.

You could ask an AI about one applicant.Rally watches all of them.

Read once. Never shared.
Then it’s gone.

Bank statements are private. We treat them that way.

Read once

Each file will be encrypted before it is stored, and read in memory for the customer who sent it.

Never shared

Your data will never be shared or sold. Slate will learn only from de-identified statistics, so the product gets better for everyone.

Then it’s gone

Slate will keep only rounded figures, and the file will be deleted, with a 24-hour hard limit if anything fails.

Rather keep bank statements on your side? Rally can read them there, and only rounded figures come across.

Plugs into what you have.One link or one API call.

Add Rally to Claude, ChatGPT, n8n, Clay or your own code, and tell it where an applicant stopped. The call shown is a sketch.

In your automation

You send

POST /rally
{
  "stage": "docs_pending",
  "appliedAt": "2026-10-21",
  "statementId": "st_9f2c"
}

Slate sends back, and your tool sends it on

{
  "status": "ready",
  "subject": "One step left",
  "body": "Hi {{first_name}}, your...",
  "verdict": "passed"
}

Join the waitlist.

Rally is live for Slate partners. Everyone else can join the waitlist; we’re letting teams in a few at a time. It includes 50 free emails a month.

FAQ

When an applicant stops, Rally reads the data you already have, like a bank statement, and writes the follow-up by email, SMS or call script. With no statement, where they stopped is enough for a simple email.