Bank Statement Analyzer

Ocrolus bot can extract and analyze data from bank statements and provide meaningful insights

Top Benefits

  • Automatically extracting, synthesizing and analyzing bank statement data
  • Shares document analysis information as a JSON object or porting directly into client systems - eliminating the manual analysis
  • Reduces manual effort of uploading files, downloading the responses and periodically checking the status of the book

Tasks

  • Ocrolus can analyse unstructured or semi-structured image files with perfect accuracy
  • Performs uploading and downloading process without manual intervention

Ocrolus bot can be used as part of a broader document digitization workflows, in order to digitize un-structured or semi-structured image files of US bank statements with perfect accuracy.

To initiate the workflow, the customer adds PDFs of bank statements into the folders created by the bot in their local directory. The documents are then routed to Ocrolus for data extraction and analysis.

Ocrolus extracts the data and creates lender specific analytics asynchronously. Data and analytics are provided to customers (within a few minutes) in JSON format or can bee routed directly into core bank or loan origination systems.

Type of processes:
1. Uploading Process: To upload files on Ocrolus
2. Downloading Process: To download analytics response in the local filesystem

For any queries contact us at rpa@ocrolus.com.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
96
Vendor
Automation Type
Bot
Last Updated
December 1, 2020
First Published
October 31, 2019
Platform
11.x
End User License Agreement
EULA
Support

See the Bot in Action

To upload file in Ocrolus
To download analytics file from Ocrolus
Node Red
Ocrolus Metabot
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To upload file in Ocrolus
To download analytics file from Ocrolus
Node Red
Ocrolus Metabot

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Node-Red: It is a programming tool for integrating devices, APIs and online services.
  • Webhook Relay: It allows any WebSocket client to connect and start receiving webhooks.
  • Ocrolus Metabot: Ocrolus Metabot is used for performing operations for Ocrolus Bot