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Rules do the math. Your staff make the calls.

Every financial-aid decision has a rule, a citation, and an auditor who may ask. Eli works the exception queue your office already runs and cites the rule behind every number.

The problem

Offices can't hire their way out of exception work.

83%of aid offices say they need more automation, the most-cited need (NASFAA 2025)
~57%hit by conflicting-information ('C-code') resolution (NASFAA 2025)
56%of aid professionals say they're likely to leave the field (NASFAA 2025)

FA-DDX cleared the easy half. Eli works the rest.

The IRS data exchange now imports most FAFSA tax data as verified. What remains is manual:

  • ›The 2026–27 Schedule of Reductions, repriced against your own full-time standard
  • ›2026–27 FAFSA fraud intake, FAA Fraud Overrides, and V4/V5 identity reporting
  • ›SAP appeals, against your policy and the federal floor
  • ›Professional judgment: income-change recalculations, case by case
  • ›R2T4 returns, with the funds returned in order
  • ›Conflicting information, when a document contradicts the application
  • ›Verification, the income cases IRS matching cannot clear

Most verification tools collect and route documents, then stop. Eli works the queue.

  1. Rules for supported calculations

    Supported calculations run on unit-tested engines keyed to versioned rules: the $25 correction trigger, all-or-nothing submission, IRS Per Computer precedence, the SAI recomputation, SAP standards (34 CFR 668.34), the R2T4 return order (668.22), loan proration and caps. Directional SAI and Pell previews are labeled apart from final federal-table results. Unsupported cases stop for review.

  2. Models as bounded tools

    Models extract, classify, summarize, explain, and draft, each inside a typed task. Every extracted value carries a source and a confidence. Calculations stay in tested code. Anything that turns on policy or judgment goes to staff.

  3. A second pair of eyes, then yours

    Identity rejects, V4/V5 outcomes, conflicts, SAP and PJ decisions, R2T4, and anything low-confidence route to a reviewer with the case history. Eli drafts. A person decides. The demo stages simulated or file-based action only; any production SIS or federal write needs a scoped integration and named authorization.

  4. An audit-ready trail

    Every action lands on a replayable record: what Eli read, what it recommended and why, the rule, and who made the call.

A case closes five stages after the answer.

Every aid workflow runs the same ten stages. Calculate is number five. The case closes when the posting is acknowledged, the student is told, and the money ties out. Eli tracks all ten.

  1. Detect→
  2. Scope→
  3. Gather→
  4. Normalize→
  5. Calculate→
  6. Decide→
  7. Stage→
  8. Transmit→
  9. Acknowledge / reconcile→
  10. Communicate / retain
Live interface, synthetic case

One case, through the engine.

A professional-judgment case. Eli reads the documents and recomputes the Student Aid Index. The card shows its confidence and its reasoning. An administrator decides.

Professional judgmentEli reviewing
Sandra Boyd
2026–2027
Eli recommends

Recompute SAI with documented income loss, then route for a professional-judgment decision.

83%
  • ✓ Income loss documented (termination letter)
  • ✓ SAI recomputed: 4,200 → 0
  • → Awaiting an administrator's decision
A person makes the callApprove & correct
Latest eval run

Accuracy we measure and publish.

Eli grades itself against labeled documents. Most recent run: 2026-06-09, 21 synthetic fixtures, 52 fields.

100%
field accuracy (n=52)
$0
dollar mean-abs error
0
hallucinated fields
2.8s
avg per document

Synthetic fixtures: clean and OCR-degraded renders, not scanned IRS originals. A scanned benchmark is next. Rule calculations are unit-tested separately. Production quality has to be measured on contracted data.

See it work on synthetic cases.

Three institution types, all synthetic. Sign in as Eli Operations for the cross-institution view.

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Synthetic data only. FERPA role, FTI scope, and Title IV third-party-servicer status depend on the contracted work and need institution and counsel review.

Eli

The Financial Operations Desk for financial aid offices. Software, or our team working it with you. Staff keep every sign-off.

The front door

  • Forms and guided intake
  • The hotline
  • Chat
  • Front desk assistant

Casework & judgment

  • Professional judgment
  • SAP appeals
  • Verification of income
  • FAFSA fraud & V4/V5 identity

Money movement

  • R2T4 returns
  • Schedule of Reductions
  • Fiscal close

Reporting & assurance

  • Annual reporting
  • Assurance
  • Aid dashboard
What we solveHow it worksWhy EliSecurityTrust centerThe 5-minute proofThe 90-day pilotLog in to the demo
Email pat@tryeli.comSynthetic-data demo. No real student, IRS, or FAFSA records. © 2026 Eli.