Getting started with SMB lending

Ocrolus offers a variety of solutions for SMB lending that revolve around document classification, data extraction, fraud detection, and data analysis. We classify, capture, detect, and analyze data fields from a variety of documents.

These capabilities are offered through two channels:

• Ocrolus dashboard
• Direct Ocrolus API integration

The benefits of Ocrolus in SMB lending:

• Combine advanced machine learning with high-precision quality controls
• Stop spending precious time on custom template development and ongoing maintenance
• Free up your resources to work on more strategic small business lending tasks

Support for common small business form types

The following is a list of common small business lending form types that we support out-of-the-box:

• Bank statements
• Plaid
• Business tax return
• Voided check
• ISO application
• Identification forms

Supported third party integrations

Ocrolus offers an integration with Plaid for easier access to bank data to make informed lending decisions.

Plaid integration

Important Ocrolus resources on SMB lending

• Getting started with bank statements
• Analyzing bank statements
• Bank statement analytics
• Bank statement analytics endpoints definitions
• Detect