Product 04 · Bank Statement Analyst

Twelve statements in. One verified income report out.

Upload a customer’s bank statements (PDF or scanned, from any local bank) and the Analyst categorises every inflow and obligation into an income report for the loan file, ready for the officer to confirm.

Income report · Perera, K. A. N. · 12 monthsAWAITING CONFIRMATION

VERIFIED MONTHLY INCOME

LKR 186,400

Salary · ABC Holdings PLC · 12 / 12 months

RECURRING OBLIGATIONS

LKR 41,200

Leasing 28,500 · Personal loan 12,700

DEBT-TO-INCOME

22%

Before the proposed instalment

OctJanAprJulSep
2 irregular inflows flagged: LKR 240,000 in January and LKR 195,000 in June from a personal account. Not counted as income until the officer confirms the source.
Confirm & attach to fileReview flags

What it extracts

Every line, sorted into something a credit officer can use.

Salary credits

Employer, regularity, month-to-month variance and whether the amount matches the salary slip.

Business inflows

Customer receipts, card settlements and seasonality for self-employed applicants.

Recurring obligations

Loan and leasing instalments, card payments, insurance, grouped by counterparty, with the day of month they fall due.

Irregular transfers

One-off inflows, round-trips between own accounts and deposits just before the application date.

Balance behaviour

Minimum balances, returned items, overdraft use and how long salary lasts each month.

Gaps & missing months

Missing pages or months are called out, not silently skipped. The officer is asked for them.

How it works

From upload to loan file in one sitting.

1

Upload

The officer drops the files, or the customer sends them through their upload link.

2

Normalise

Different bank layouts become one ledger. Scanned pages go through Document OCR first.

3

Categorise

Each line is labelled; uncertain ones are shown to the officer rather than guessed.

4

Compute

Verified income, obligations and debt-to-income, with the proposed instalment applied.

5

Confirm & attach

The officer confirms the report; it is attached to the loan file with their name on it.

Flags, not verdicts

It points. The officer asks the question.

A flag is a reason to have a conversation with the customer, not a reason to decline. Each one comes with the lines that triggered it.

Salary varianceSalary moved more than 15% between months.
Pre-application depositA large credit within 30 days of the application.
Round-trippingMoney out to a personal account and back within days.
Undeclared obligationA recurring instalment that is not on the application form.
Returned itemsCheques or standing orders returned for insufficient funds.
Missing monthsA gap in the statement series.

Who decides

An income figure is only “verified” when an officer says so.

Uncertain lines are shown, not assumed. The officer labels them.
Flags stay visible in the report even after they are resolved, with the officer’s note.
The report is attached to the file only after confirmation, with name and time.

Works with

Bring one messy loan file.

A self-employed applicant with three accounts is the best test. We’ll produce the income report live with your credit officer.