< All Bots

Bank Statement Analyzer

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

Top Benefits

  • Automatically extracting, synthesizing and analyzing bank statement data
  • Sending document analysis as a JSON object or porting directly into client systems - eliminating the manual analysis
  • Reduce manual effort of upload 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
  • Perform 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 on 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 returned to customers in minutes in JSON format or are routed directly into core bank or loan origination systems

Type of process:
1. Uploading Process: to upload files on Ocrolus
2. Downloading Process: to download analytics response on the local filesystem

For any queries contact us at rpa@ocrolus.com

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
26
Vendor
Automation Type
Bot
Last Updated
November 14, 2019
First Published
October 31, 2019
Enterprise Version
11.x
Community Version
11.3.1
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

PREV NEXT
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