Ocrolus API

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Ocrolus API Documentation

Welcome to Ocrolus' API Documentation. You'll find comprehensive guides and documentation here to help you get started with the Ocrolus API. Let's jump right in!

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Quick Start Guides

How Ocrolus Works
Getting Started with Bank Statements

Ocrolus API

Introduction
Endpoint Types
Breaking Change Policy
Webhooks
- Secure Webhook URLs
Monitor Books
- Retry Strategies

Product Guides

Classify
Capture
Detect
Analyze

Mortgage

Getting Started in Mortgage
Encompass Integration - Connect
Encompass Integration - Classify
Encompass Integration - Standard Mappings
Encompass Integration - Capture

SBA - PPP Forms

Getting Started in SBA - PPP
Identity Verification for PPP
SBA Paycheck Protection Program (PPP) Application

Income Verification

Income Verification with Paystub Capture

Analytics

Getting Started with Cross-Source Validation (XSV)

Third-Party Integrations

Plaid
- Ingesting Plaid JSON Reports
- Importing Plaid Audit Copy Token

Process Documents

Document Classification
PDF Mixed Documents
PDF Bank Statements
PDF Forms
Image Groups

Additional Supported Forms

Amortization Schedule
Appraisal
Canceled Checks (i.e. Deposited Checks)
Credit Report
Disbursement Form
Drivers License
Federal Statements Other Deductions
Flood Certificate
Fraud Report
IRS Form W-2
Homeowner Insurance Policy
IRS Form W-3
IRS Form 940
IRS Form 941
IRS Form 944
IRS Form 1040 (2018)
IRS Form 1040 (2019)
IRS Form 1040 (2020)
IRS Form 1040 Schedule 1 (2020)
IRS Form 1040 Schedule C (2020)
IRS Form 1040 Schedule E (2020)
IRS Form 1040 (Schedule SE)
IRS Form 1040 Schedule SE (2020)
IRS Form 1040-X
IRS Form 1065 (2019)
IRS Form 1065 (2020)
IRS Form 1065 Schedule K-1 (2019)
IRS Form 1065 Schedule K-1 (2020)
IRS Form 1065 Schedules L and M-1 (2020)
IRS Form 1096
IRS Form 1099-INT
IRS Form 1099-K
IRS Form 1099-MISC
IRS Form 1099-R
IRS Form 1120 (2020)
IRS Form 1120 Schedules L and M-1 (2020)
IRS Form 1120S (2020)
IRS Form 1120S Schedule K-1 (2020)
IRS Form 1120S Schedules L and M-1 (2020)
IRS Form 1125-A
IRS Form SSA-1099
Invoices & Receipts
Lease Agreement
Mortgage Statement
Mortgage Note
Passport
Payroll Report
Payoff Statement
Pension Award Letter
Portfolio Statement
Preliminary Title Report
Purchase Contract
Rent Bills
Social Security Card
State Quarterly Payroll Report
Utility Bill
Verification of Employment
Voided Check
1003
1008 - Transmittal
4506-T

Data Types

Composite Types
Simple Types
Code Types

Quick Start Guides

How Ocrolus Works
Getting Started with Bank Statements

Ocrolus API

Introduction
Endpoint Types
Breaking Change Policy
Webhooks
- Secure Webhook URLs
Monitor Books
- Retry Strategies

Product Guides

Classify
Capture
Detect
Analyze

Mortgage

Getting Started in Mortgage
Encompass Integration - Connect
Encompass Integration - Classify
Encompass Integration - Standard Mappings
Encompass Integration - Capture

SBA - PPP Forms

Getting Started in SBA - PPP
Identity Verification for PPP
SBA Paycheck Protection Program (PPP) Application

Income Verification

Income Verification with Paystub Capture

Analytics

Getting Started with Cross-Source Validation (XSV)

Third-Party Integrations

Plaid
- Ingesting Plaid JSON Reports
- Importing Plaid Audit Copy Token

Process Documents

Document Classification
PDF Mixed Documents
PDF Bank Statements
PDF Forms
Image Groups

Additional Supported Forms

Amortization Schedule
Appraisal
Canceled Checks (i.e. Deposited Checks)
Credit Report
Disbursement Form
Drivers License
Federal Statements Other Deductions
Flood Certificate
Fraud Report
IRS Form W-2
Homeowner Insurance Policy
IRS Form W-3
IRS Form 940
IRS Form 941
IRS Form 944
IRS Form 1040 (2018)
IRS Form 1040 (2019)
IRS Form 1040 (2020)
IRS Form 1040 Schedule 1 (2020)
IRS Form 1040 Schedule C (2020)
IRS Form 1040 Schedule E (2020)
IRS Form 1040 (Schedule SE)
IRS Form 1040 Schedule SE (2020)
IRS Form 1040-X
IRS Form 1065 (2019)
IRS Form 1065 (2020)
IRS Form 1065 Schedule K-1 (2019)
IRS Form 1065 Schedule K-1 (2020)
IRS Form 1065 Schedules L and M-1 (2020)
IRS Form 1096
IRS Form 1099-INT
IRS Form 1099-K
IRS Form 1099-MISC
IRS Form 1099-R
IRS Form 1120 (2020)
IRS Form 1120 Schedules L and M-1 (2020)
IRS Form 1120S (2020)
IRS Form 1120S Schedule K-1 (2020)
IRS Form 1120S Schedules L and M-1 (2020)
IRS Form 1125-A
IRS Form SSA-1099
Invoices & Receipts
Lease Agreement
Mortgage Statement
Mortgage Note
Passport
Payroll Report
Payoff Statement
Pension Award Letter
Portfolio Statement
Preliminary Title Report
Purchase Contract
Rent Bills
Social Security Card
State Quarterly Payroll Report
Utility Bill
Verification of Employment
Voided Check
1003
1008 - Transmittal
4506-T

Data Types

Composite Types
Simple Types
Code Types

Book Commands

post
Create New Book
post
Delete a Book
post
Update Book Authorization

Book Queries

get
Book List/Search
get
Book Status
get
Book Information

File Uploads

Uploading with multipart/form-data Payloads
post
Upload PDF to Book
post
Upload Images to Book
- post
  Mark Image Group complete
post
Upload Mixed Document PDF to Book
post
Upload Plaid JSON to Book
post
Import Plaid Asset Report into Book
post
Upload Paystub PDF to Book

File Commands

post
Delete a File
post
Cancel File Verification

File Queries

get
Mixed Document Status

Classify

get
Book Classification Summary
get
Mixed Doc Classification Summary

Capture

get
Book Form Data
get
Book Paystub Data
get
Doc Form Data
get
Doc Paystub Data
get
Form Data
get
Paystub Data
get
Transactions

Detect

get
Suspicious Activity Flags
Business Verification
- post
  Business
- get
  Business

Analyze

Bank Statement Analytics
Income
get
Cross Source Validation
put
Vendor Auth

Webhook Commands

post
Configure Webhook

Webhook Queries

get
Test Webhook

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