SMB how-to videos

Ocrolus is an AI-powered workflow and analytics platform that helps SMB funders drive revenue and profitability. It transforms messy financial documents and digital transaction data into clean, decision-ready insights, enabling faster and more accurate decisions. This reduces manual review, improves accuracy, and accelerates credit decisioning.

Watch the short videos below to get started and learn best practices for using Ocrolus effectively. To learn more about how to use Ocrolus, see our Quick-start guide.

🎁

BONUS

Take the Ocrolus SMB course to explore the platform in depth and earn a certification.

Classify

Ocrolus automatically processes uploaded documents into clean, standardized analytics. Watch the videos below to learn how to prepare and submit files for fast, accurate processing, including supported formats and best practices.

How-to videos

Accessing your results

Turn your bank statements and digital transaction data into clean, decision-ready insights, augmented by the largest dataset of SMB cash flow profiles in the market.

With Ocrolus, you get:

• Precise transaction tags and cash flow features
• Industry-leading revenue and debt capacity calculations
• Merchant intelligence and performance benchmarking

How-to videos

👍

Have any questions or feature requests?

Reach out to your account manager or submit a ticket through our Help Center.