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.

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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

Create a Book

Learn how to create a new Book in Ocrolus and get started with document submission.

Rename a Book

Learn how to rename an existing Book to keep your workflow organized.

Delete a Book

Learn how to delete a Book you no longer need from your Ocrolus workspace.

Upload a document

Learn how to upload bank statements and other financial documents to a Book for processing.

Use the Book overview page

Learn how to navigate the Book overview page to review classification results and document status.

Analyze

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: Automatically tag and categorize every transaction to surface clean, analysis-ready cash flow data for faster underwriting decisions.
Industry-leading revenue and debt capacity calculations: Access best-in-class revenue and debt capacity metrics built on the largest dataset of SMB cash flow profiles in the market.
Merchant intelligence and performance benchmarking: Benchmark borrower performance against industry peers to make more informed and confident credit decisions.

How-to videos

Understand the Transactions tab

Learn how to use the Transactions tab to review tagged and categorized transaction data for each submitted account.

Export SMB Analytics

Learn how to export SMB Analytics data for use in your underwriting or decisioning workflow.

Create tags with Tag Management

Learn how to create custom tags and get deeper insights from your transaction data using Tag Management.

Update the income formula

Learn how to update the income formula to match your underwriting guidelines.

Add additional users

Learn how to add new users to your Ocrolus organization and manage access permissions.

Download usage report

Learn how to download a usage report to track your Ocrolus activity and submission volume.

Detect

Ocrolus Detect helps you assess document authenticity with deeper forensics, serial fraud detection, and evidence that risk leaders can stand behind.

How-to videos

Use Detect for SMB

Learn how to use Ocrolus Detect to identify document manipulation, tampering and fraud signals in SMB lending workflows.

Encore

Encore extends the Ocrolus platform to help you fund more deals faster, with consistent data and less friction. With Encore you can:

Secure profile sharing: Securely receive and share decision-ready borrower profiles with trusted partners.
Capture more revenue: Turn declines and overflow into funded deals and capture revenue you would otherwise leave on the table.
Accelerate funding cycles: Move deals from days and hours to minutes with faster, frictionless data sharing.
Protect and grow relationships: Double opt-in, permissioned sharing that dramatically reduces the risk of channel conflict and strengthens partner trust.

How-to videos

Share a Book via Encore

Learn how to share a decision-ready borrower Book with a trusted partner through the Encore network.

Receive a Book via Encore

Learn how to receive and access a borrower Book shared by a partner through the Encore network.

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Have any questions or feature requests?
Reach out to your account manager or submit a ticket through our Help Center.