Core

Last updated: July 10, 2026

The following SKUs are used across all Ocrolus workflows. Each is billed and contracted as a standalone product.


Classify

SKU: CLASSIFY | Unit of measure: Base Book count, form count

Ocrolus Classify identifies and routes every document submitted in a lending or financial intake workflow. It handles 2,100+ document types, including bank statements, pay stubs, tax returns, W-2s, mortgage applications and identity documents, organizing each page in a file before extraction or analysis begins. When sold as a standalone classification product, Classify runs in a dedicated org separate from combined classify and capture workflows.

Applies to: SMB lending, Mortgage, Consumer lending, Platform /


Bank Statement Analysis

SKU: BANK STATEMENT ANALYSIS | Unit of measure: Statement, page or Base Book count

Bank Statement Analysis extracts structured transaction data from personal and business bank statements at 99%+ accuracy. Output includes individual transactions with dates, amounts and running balances, tagged and categorized for downstream analysis. Multi-month and multi-account packages are supported in a single submission, across scan quality levels and statement formats from any financial institution.

Applies to: SMB lending, Mortgage, Consumer lending, Platform


Income

SKU: INCOME | Unit of measure: Form count

Income extracts structured data from pay stubs, W-2s and verification of employment forms at 99%+ accuracy. Output includes gross and net pay, pay period, employer name, year-to-date figures and other income fields, returned in a consistent format regardless of issuer or layout variation. Handwritten and photographed documents are supported in addition to digital submissions.

Applies to: SMB lending, Mortgage, Consumer lending, Platform


Identification

SKU: IDENTIFICATION | Unit of measure: Form count

Identification extracts structured data from driver's licenses, state IDs, passports and similar government-issued identity documents at 99%+ accuracy. Output includes name, address, date of birth, document number and expiration date in a consistent format across issuing jurisdictions and document generations. Physical card scans and mobile photo submissions are both supported.

Applies to: SMB lending, Mortgage, Consumer lending, Platform


Tax Forms

SKU: TAX FORMS | Unit of measure: Form count

Tax Forms extracts structured data from W-2s, 1099s, 1040s and supporting schedules at 99%+ accuracy. Each form is extracted field by field in a consistent output format that accounts for issuer and year-over-year layout variation. Multi-year filings are processed as a single package, supporting originals, scanned copies and low-resolution submissions.

Applies to: Mortgage, SMB lending, Consumer lending, Platform


Other Documents

SKU: OTHER DOCUMENTS | Unit of measure: Form count

Other Documents handles extraction for document types outside the primary billing families, covering ancillary forms, supplemental schedules, supporting letters and specialized records that appear in lending and financial intake packages. It applies the same 99%+ accuracy extraction pipeline used across all Ocrolus capture products. For documents not covered here, reach out to Finance.

Applies to: All verticals


Detect

SKU: DETECT | Unit of measure: Per document

Ocrolus Detect checks submitted financial documents for manipulation, tampering and metadata anomalies using pixel-level forensics and document-level analysis. It flags material alterations, including edited transaction amounts, substituted images, altered pay stub data and synthetic document generation, before files advance in the underwriting workflow. Every document receives an authenticity assessment, with evidence surfaced at the document and field level so reviewers get specific signals rather than a binary pass or fail.

Applies to: SMB lending, Mortgage, Consumer lending, Platform