Document Intelligence

Read any document, extract every data point needed for a decision. Standardize data from uploaded documents through your lens to sync data to any workflow, every operating system.

Syncing

Bank Statement

Onebank

VaultLogic

651 N Broad St

Middletown, DE 19709

United States

Primary Account: 000000336065872

May 01, 2024 – May 31, 2024

Primary Account Number

Statement Period

Consolidated Balance Summary

Assets

Checking & Savings

Account

Beginning Balance

Ending Balance

OneBank Platinum Checking

000003725580550

$84.535.26

$16.061.24

OneBank Business Checking

00000336065872

$104,535.26

$112.541.24

OneBank Business Savings

000003255848501

$4,535.26

$8,061.24

Total

$194.535.26

$194,535.26

Total Assets

$194.535.26

$194,535.26

Account Name

Account ID

Beginning Balance

Ending Balance

CHECKING Summary

Transaction Type

Instances

Amount

Deposits and Additions

65

$14,535.26

ATM & Debit Card Withdrawals

23

-$2,309.80

Electronic Withdrawals

123

-$4,535.42

Other Withdrawals

2

-$535.26

Fees

124

-$131.20

Total

249

-$8,535.26

Transaction Type

Transaction Number

Amount

Syncing

Tax Return

Syncing

ISO Application

Onebank

VaultLogic

651 N Broad St

Middletown, DE 19709

United States

Primary Account: 000000336065872

May 01, 2024 – May 31, 2024

Primary Account Number

Statement Period

Consolidated Balance Summary

Assets

Checking & Savings

Account

Beginning Balance

Ending Balance

OneBank Platinum Checking

000003725580550

$84.535.26

$16.061.24

OneBank Business Checking

00000336065872

$104,535.26

$112.541.24

OneBank Business Savings

000003255848501

$4,535.26

$8,061.24

Total

$194.535.26

$194,535.26

Total Assets

$194.535.26

$194,535.26

Account Name

Account ID

Beginning Balance

Ending Balance

CHECKING Summary

Transaction Type

Instances

Amount

Deposits and Additions

65

$14,535.26

ATM & Debit Card Withdrawals

23

-$2,309.80

Electronic Withdrawals

123

-$4,535.42

Other Withdrawals

2

-$535.26

Fees

124

-$131.20

Total

249

-$8,535.26

Transaction Type

Transaction Number

Amount

Syncing

Lease Contract

Syncing

Rental Schedule

Placeholder

Placeholder

Placeholder

Placeholder

Placeholder

Placeholder

Benefits

Title TBD

Sed posuere consectetur est at lobortis. Morbi leo risus, porta.

Benefit

Sed posuere consectetur est at lobortis. Morbi leo risus, porta.

Benefit

Sed posuere consectetur est at lobortis. Morbi leo risus, porta.

Benefit

Sed posuere consectetur est at lobortis. Morbi leo risus, porta.

Case Studies

Title TBD

Sed posuere consectetur est at lobortis. Morbi leo risus, porta.

SOLO

100+ Community Banks Invest in SOLO to Transform Credit Underwriting for Banks

Cover of white paper: The Banker's Roadmap to Digital Lending

The Banker’s Roadmap to Digital Lending

Illustrated credit data report reconstructed with automated credit processes at data collection, not credit decision

Automated Decisioning Cannot Exist Without Autonomous Reporting

Solo is perfect for:

Back Office

Borrower Experience

ingest

classify

extract

enrich

Evaluate

Action

Sync

Input (0)

ingest documents

What

Attachments

Files

Files containing “ISO”

Files

When

Schedule

Every 5 min

Actions (0)

assign file type

What

FIle

ISO Application

FIle

Tax Return

FIle

Bank Statement

standardize extracted data

What

FIle

ISO Application

Output (0)

push to other systems

When

Rule

Salesforce

What

schema

Salesforce

flag & Follow up

when

string

Ownership Percentage

is

Under 51%

What

Email

Follow Up

FLAG & FOLLOW UP ON MISSING INFO

NO MORE COPY PASTING ACROSS TABS

PORTABILITY - WORKFLOWS AROUND THE SAME DATA

Back Office

Borrower Experience

ingest

classify

extract

enrich

Evaluate

Action

Sync

Input (0)

ingest documents

What

Attachments

Files

Files containing “ISO”

Files

When

Schedule

Every 5 min

Actions (0)

assign file type

What

FIle

ISO Application

FIle

Tax Return

FIle

Bank Statement

standardize extracted data

What

FIle

ISO Application

Output (0)

push to other systems

When

Rule

Salesforce

What

schema

Salesforce

flag & Follow up

when

string

Ownership Percentage

is

Under 51%

What

Email

Follow Up

Back Office

Borrower Experience

ingest

classify

extract

enrich

Evaluate

Action

Sync

Input (0)

ingest documents

What

Attachments

Files

Files containing “ISO”

Files

When

Schedule

Every 5 min

Actions (0)

assign file type

What

FIle

ISO Application

FIle

Tax Return

FIle

Bank Statement

standardize extracted data

What

FIle

ISO Application

Output (0)

push to other systems

When

Rule

Salesforce

What

schema

Salesforce

flag & Follow up

when

string

Ownership Percentage

is

Under 51%

What

Email

Follow Up

FLAG & FOLLOW UP ON MISSING INFO

NO MORE COPY PASTING ACROSS TABS

PORTABILITY - WORKFLOWS AROUND THE SAME DATA

Use cases

Automate Paper Heavy Processes

Banks, Lenders, Investors

Automate ISO Application Intake

Automate ISO Application Intake

Automate ISO Application Intake

Automate ISO Application Intake

Upload PDFs Into Automated Underwriting Spreads

Upload PDFs Into Automated Underwriting Spreads

Upload PDFs Into Automated Underwriting Spreads

Upload PDFs Into Automated Underwriting Spreads

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

Build High Conversion Applications

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”

Carson Lappetito

President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”

Carson Lappetito

President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”

Carson Lappetito

President of Sunwest Bank

“If a bank fails to adopt new technologies that reduce operating costs, it will be forced to maintain a higher spread on loans to cover its higher expenses, which leads to adverse credit selection as better customers seek better offers elsewhere. The goal isn’t to prioritize efficiency for short-term profit, but to narrow spreads, attract top-tier clients, and sustain profitability.”

Carson Lappetito

President of Sunwest Bank

Turning Data Collection from Cost to Asset

Terms

Privacy

Cookie setting

Turning Data Collection from Cost to Asset

Terms

Privacy

Cookie setting

Turning Data Collection from Cost to Asset

Terms

Privacy

Cookie setting

Turning Data Collection from Cost to Asset

Terms

Privacy

Cookie setting