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StatementPilot

Use cases

Underwriting data from bank statements

Underwrite faster with structured, reconciled data from applicant bank statements: deposits, NSF events, average balances and recurring debts.

Convert a statement free 20 free pages / month · no card

Last updated

Quick answer

Convert applicant statements to structured data, then compute average daily balances, deposit counts, NSF/overdraft events and recurring debt payments in your own model.

The usual problems

  • Manual spreading of statements
  • Inconsistent bank layouts
  • Time-to-decision pressure

What changes

  • Structured data in minutes
  • Balance checks for integrity
  • Excel output for your scorecard

Metrics you can compute

  • Average and minimum balance
  • Monthly deposit totals and counts
  • Overdraft / NSF fees
  • Recurring loan or lease payments
  • Deposit concentration by payer

Frequently asked questions

Do you offer an underwriting API?

An API is on the roadmap; today conversions run in the web app.

Try it on your own statement

20 free pages every month, every export format included.

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Convert your first statement in under a minute

20 free pages every month. No credit card. Every export format included.