Document Analysis
Analyze Financial Documents
In Minutes, Not Hours.
AhiDoc turns bank statements and financial documents into clean cash-flow metrics, risk signals, competitor findings, and deal-ready summaries.
What It Helps With
Built for cleaner workflows
and faster follow-through.
Cash-Flow Metrics
Review credits, debits, true credits, average daily balance, counts, negative days, NSFs, and monthly detail without rebuilding spreadsheets.
Competitor Detection
Flag payments tied to known competitors or existing positions so your team can understand risk faster.
Data Quality Review
Surface missing pages, duplicate files, unusual activity, and other issues that slow down document review.
CRM + Manual Uploads
Analyze files pulled from connected CRM records or upload statements manually when you need a fast standalone review.
Exportable Results
Download analysis as CSV, Excel, JSON, or summary reports for internal review, partner submission, or record keeping.
Deal Matching Data
Use clean financial data to match packages with the funding partners most likely to be a fit.
Workflow
How teams use it day to day.
Upload or select documents
Pull files from your CRM or upload PDFs directly into AhiDoc.
Review structured analysis
AhiDoc parses the package and shows clean financial metrics, risk signals, and competitor findings.
Export or move forward
Use the analysis to prepare summaries, update records, or move the package into submission workflows.