Analyze
Retrieve analytics on captured documents and third-party data
Our analytics endpoints derive useful knowledge from previously captured documents. We offer cash flow analytics and bank statement analytics to get an overview of an individual or business' financial health using their bank statements. We also provide a Bank Statement Income Calculator that offers income calculations within a Book in a convenient Excel spreadsheet.
Ocrolus Analyze leverages the platform’s advanced data extraction and processing capabilities to calculate key financial metrics, such as income and from borrower-provided documents. Through the Ocrolus Dashboard, users can review calculations, trace data back to its source, and make necessary adjustments, all without leaving the platform.
The Analyze feature offers key benefits, including the ability to:
- Automate complex calculations, reducing manual effort and potential errors.
- Trace data sources for verification and compliance purposes.
- Streamline workflows by integrating analytics directly into decision-making processes.
The calculations provided through Analyze are accurate and align with industry standards. Analyze is ideal for businesses seeking to enhance financial analysis, fraud detection, and document verification workflows, offering seamless integration into custom business operations.
For further information on how to implement and integrate Analyze into your processes, refer to the following guide and API documentation pages on the doc site:
- Cash flow analytics
- Bank statement analytics (Legacy)
- Bank statement income calculator
- Risk score
- Analyze for mortgage
- Bank statement income calculator endpoint
- Bank statement income calculator (Excel) endpoint
- Book summary endpoint
- Cash flow features endpoint
- Enriched transactions endpoint
- Lender analytics (Excel) endpoint
- Risk score endpointhttps://docs.ocrolus.com/reference/risk-score
Updated 3 months ago