Field-Level Change Tracking with Full Source Attribution

Every edit in Relm Pro is recorded at the field level: who changed what, when, why, and from what source. The complete audit trail supports compliance requirements, team collaboration, and investment committee reviews with full transparency.

Key Capabilities

Field-level change tracking for every edit

Records who, what, when, and why

Source attribution for every change

Revert capability for any modification

AI edits logged with full reasoning

Investment committee-ready audit trail

Granular Change Tracking

Relm Pro doesn't just track that "the pro-forma was updated." It records exactly which field changed, the previous value, the new value, who made the change (human or AI), when it happened, and why. If the AI proposed the change, the reasoning and source citations are logged alongside the modification.

Revert & Compare

Made a change you want to undo? Revert any individual field to its previous value without affecting other edits. Compare the current state of any section against any historical point in time. This is especially valuable during underwriting iterations — you can see how your assumptions evolved and what drove each change.

Collaboration & Compliance

For teams, version history ensures complete transparency. See every team member's contributions. For compliance, the audit trail provides the documentation needed for investment committee reviews, lender due diligence, and regulatory requirements. Every number is traceable from its current value back to its original source.

Field-Level Change Tracking with Full Source Attribution

Key Capabilities

Granular Change Tracking

Revert & Compare

Collaboration & Compliance

Related Features

Agentic Chat Analyst

Enterprise Security

AI-Powered Pro-Forma

See Version History & Audit Trail in Action