Built for teams that sign off on the numbers

Accountants & bookkeepers

Problem: Month-end PDFs from 20 different banks. Manual entry eats margin.

What you get: Reconciled multi-sheet Excel (.xlsx) and CSV. Every row categorized and balance-checked.

Finance & treasury teams

Problem: Multi-bank accounts across USD, GBP, CAD & EUR. One monthly close.

What you get: Upload multiple statements at once. Consolidated cash flow, daily balances, and top counterparties.

Lenders, brokers & MCA underwriters

Problem: Thin credit files. Self-reported income and payslips omit hidden debt.

What you get: Verified deposit income, DTI ratio, loan obligations per lender, NSF returns, and tamper score in seconds.

BNPL & consumer credit teams

Problem: Fast underwriting decisions without waiting days for manual review.

What you get: Instant check on fixed obligations, recent overdrafts, and income stability.

Self-employed & contractor underwriting

Problem: 1099 contractors, Uber, DoorDash, Stripe & Upwork payouts — no W-2 or P60.

What you get: Separates recurring payroll from business & platform payouts and scores month-over-month stability.

Landlord & property management screening

Problem: Credit bureau pulls miss real cash buffers and recent NSF history.

What you get: Verify rent-to-income coverage, cash buffers, and returned payments across 3 months in seconds.

Advisory & underwriting consultants

Problem: Need institutional-grade bank statement intelligence without enterprise minimums.

What you get: Run statements on demand, copy the executive underwriting summary, and export client-ready Excel & PDF reports.