AI Bank Statement Analyzer for Tenant Screening
Organize transaction data, recurring payments, and affordability signals for a reviewer to assess alongside the full application.
Structured insights
Bring statement data into a normalized cash-flow review without treating the output as a final screening decision.
Income vs. expenses split
Group credits, debits, and irregular payments for reviewer verification.
Recurring payment detection
Surface rent, utilities, or debt obligations affecting affordability.
Cash reserve snapshots
Highlight ending balances and volatility for screening workflows.
Review handoff
Prepare due-diligence context for the team responsible for screening and credit decisions.
Structured handoffs
Prepare transaction summaries for an underwriting review or lease record.
Anomaly callouts
Flag overdrafts or large unexplained transactions for manual review.
Sensitive-data handling
Confirm masking, redaction, access, and retention requirements during workspace setup.
Availability and approval rules
Connect your property systems, payments, and communication channels. Available actions depend on your providers, permissions, and workspace rules.
Eligible workflows can run automatically, notify you, wait for approval, or stay human-only. High-Impact Actions defined in the Terms require qualified human review and explicit approval. Legal, safety, licensing, and provider requirements still apply.
Workflow availability, input formats, outputs, permissions, retention, and integrations depend on the enabled workspace configuration and connected source systems.
When to use the bank analyzer
Turn applicant statements into a cash-flow summary your property team can verify before making a leasing decision.
Security and privacy
Use workspace access and retention settings appropriate to the sensitivity of applicant financial records.
Frequently asked questions
Do you support CSV uploads?
Supported input formats and any required preparation are confirmed during workspace setup.
Can I change category labels?
Category requirements can be reviewed during setup so the workflow matches your screening policy.
How long are files stored?
Retention depends on the workspace configuration. Confirm the applicable policy before uploading applicant records.