Manual review slows down good deals
Funding teams should not need to rebuild the same statement summaries on every package. AhiDoc gets the numbers into a usable format so the team can review faster.
Bank Statement Analysis
Bank Statement Analysis Software
For Funding Teams That Move Fast.
AhiDoc helps brokers, funders, and finance teams turn bank statements into reviewable cash-flow metrics, risk signals, competitor findings, and exportable summaries.
Credits, debits, true credits, and average balances
Negative days, NSFs, and review flags
Competitor and existing position visibility
CSV, Excel, JSON, and summary exports
Risk signals need to be visible early
Negative days, NSFs, suspicious activity, missing statements, and competitor positions can change where a deal should go. AhiDoc helps surface that context before submission.
The analysis should feed the workflow
Statement data is most useful when it can move into CRM notes, partner submissions, internal review, exports, and reporting instead of staying trapped in a spreadsheet.
Workflow
Turn statements into deal context.
1
Upload or pull files
Upload statement PDFs or connect files from supported CRM and portal workflows.
2
Review the analysis
See cash-flow metrics, monthly detail, balances, credits, debits, NSFs, negative days, and risk flags.
3
Move the package forward
Export the data, update your CRM, prepare a lender package, or use the analysis for partner matching.
Questions
Straight answers for funding teams.
Who uses bank statement analysis software?
Funding companies, MCA brokers, ISOs, equipment finance teams, and other finance teams use it to review borrower cash flow and prepare packages faster.
Can AhiDoc export analysis results?
Yes. AhiDoc can provide structured exports such as CSV, Excel, JSON, and summary reports depending on the workflow.
Is this the same as underwriting?
No. AhiDoc supports underwriting review by organizing the data and surfacing signals. Your team still controls the final decision.