Faster first pass review
AhiDoc is built for teams that need to know quickly whether a package is worth moving forward. It surfaces the numbers underwriters and sales teams usually rebuild manually.
AhiDoc
AhiDoc helps brokers, funders, and finance teams turn bank statements and financial documents into clean deal data: credits, debits, true credits, average balances, negative days, NSFs, competitor findings, and exportable summaries.
Parse bank statements into cash-flow metrics
Flag negative days, NSFs, and unusual activity
Detect competitor balances and existing positions
Export results as CSV, Excel, JSON, or summaries
AhiDoc is built for teams that need to know quickly whether a package is worth moving forward. It surfaces the numbers underwriters and sales teams usually rebuild manually.
The platform helps highlight issues like negative days, NSFs, missing data, competitor activity, and other items that can slow down review or change where a deal should be submitted.
Analysis is only useful if it can leave the screen. AhiDoc supports structured exports and summaries so teams can use the data in partner submissions, CRM notes, or internal review.
Workflow
Upload PDFs directly or pull documents from connected systems when the workflow supports it.
See monthly detail, deposits, balances, NSFs, negative days, competitor findings, and other deal context.
Use the analysis to prepare a summary, match likely partners, update your CRM, or submit the package.
Questions
Yes. AhiDoc parses bank statements and financial documents into structured metrics so teams can review packages faster and reduce manual spreadsheet work.
No. AhiDoc helps organize the data and surface risk signals. Your team still controls the decision, pricing, partner selection, and next steps.
AhiDoc can surface competitor activity and balances when the data is identifiable in the statements. That helps teams understand the package before submitting it.