Demo build · Feature #1 of 4
Automated Income Analysis
Upload bank statements. We classify every deposit, detect inter-account transfers, and run multiple qualifying-income methods. You review and certify; we draft the analysis.
Start a new analysis
~10 minutes for a 12-month, 2-account file.
- 1Borrower & deal setup. Tell us who and what kind of borrower.
- 2Upload statements. AI parses each file in ~30 seconds.
- 3Review classifications. Override any deposit; bulk-classify by merchant.
- 4Run methods. Gross Deposits and NDI side-by-side.
- 5Certify & report. You sign off; we generate the draft analysis.
Current analysis
Resume where you left off.
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Multi-account upload
Personal + business statements together. Co-mingled funds detected automatically.
Per-deposit review
Every classification editable. Confidence-scored. Bulk-classify by merchant.
Multi-method comparison
Gross Deposits and NDI in v1. 1099-derived, P&L Only, and Asset Depletion next.