Collect, verify, and analyze your clients’ bank statements

Schedule a 15 minute demo today and we'll
give you 2 verified bank statements for free.

SCHEDULE DEMO

365 days of verified transaction data for over 9,000 financial institutions

How it Works

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Step 1

Email or text a custom link to your borrowers. We connect with multiple accounts.

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Step 2

They authorize access, and you receive secure, read-only versions of their statements.

Features

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Verify

Verify transactions to reduce fraud. We directly integrate with your clients’ online banking to gather verified transaction data.

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Search

Filter through transactions by date, amount, or accounts to hone in on key information. Our search engine will help you find exactly what you need.

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Analyze

Spot patterns with our anomaly detection tools. You can also group transactions by categories--like overdrafts, wires, and late payments.

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Visualize

View historic account balances as well as cash inflows and outflows over time to estimate revenues and expenses. Choose between daily, weekly, and monthly charts.

Schedule a 15 minute demo today and we'll give you 2 verified bank statements for free.

SCHEDULE DEMO