V1 Bank statement analytics (DEPRECATED)
Bank statement analytics provide insight into the following resources for individuals and businesses:
- Cash flow
- Transactions
- Balances
- Debt capacity
Example - bank statement analytics
{
"status": 200,
"message": "OK",
"response": {
"average_by_month": {
"03/2014": "695.78",
"04/2014": "658.02"
},
"average_daily_balance_weekday": "1273.91",
"average_daily_balance_weekday_by_month": {
"11/2016": "1279.77",
"10/2016": "1254.76",
"09/2016": "1229.76",
"12/2016": "1304.78"
},
"pk": 10399,
"name": "Case Size",
"bank_accounts": [],
"period_balance_mismatches": [],
"round_number_txns": [],
"alternative_lender_transactions": [],
"total_days": 30,
"activity_info": {
"active": [
{
"start": {
"year": 2014,
"month": 3
},
"end": {
"year": 2014,
"month": 4
}
}
],
"missing": []
},
"date_min_max": {
"max_txn_date": "04/11/2014",
"min_txn_date": "03/28/2014"
},
"book_pk": 10399,
"account_type": "Checking",
"account_category": "PERSONAL ACCOUNT",
"account_holder": "Jane Doe",
"account_number": "00000000",
"holder_zip": "10005",
"holder_state": "NY",
"holder_city": "New York",
"holder_address_1": "44 Wall Street",
"holder_address_2": "Suite 703",
"periods": [
],
"average_daily_balance_by_month": {
"03/2014": "4410.29",
"04/2014": "1200.82"
},
"estimated_revenue_by_month": {
"03/2014": "114410.19",
"04/2014": "121200.42"
}
},
"average_deposit_by_month": {
"03/2014": "695.78",
"04/2014": "658.02"
},
"average_daily_balance_by_month": {
"03/2014": "4410.29",
"04/2014": "1200.82"
},
"estimated_revenue_by_month": {
"03/2014": "114410.19",
"04/2014": "121200.42"
},
"deposits_count_by_month": {
"03/2014": 30,
"04/2014": 25
}
}
Next steps
To get started, create a Book and upload Documents for processing. Once the Book is processed, download your results using the appropriate results endpoint:
Updated 3 months ago