From raw document to clean data — automatically
Flowdata ingests lender packages from the systems your team already uses, extracts the underwriting signals that matter, and returns categorized financial data in a format your lending workflow can act on immediately.
Classify
Upstream ingestion, then instant recognition
Packages are picked up upstream from your CRM, LMS, Gmail inbox, SFTP drop, or other intake channels, then Flowdata's proprietary ML models classify every file by document type and source institution automatically.
Extract
Underwriting data, pulled automatically
Every key transaction and signal needed for underwriting is extracted automatically, including true revenue, lender positions, NSFs, balances, and other high-risk transaction patterns that matter in credit decisions.
Categorize
ML labels the transaction story
ML-based transaction categorization turns raw bank activity into underwriting-ready intelligence, tagging income, transfers, debt payments, and risky activity before the output is pushed into your LMS, CRM, or proprietary platform.
Upload, process, and review — all in one place
The Flowdata portal is a self-contained web app. Drag in your documents, and processed results appear instantly — no technical setup required.
| Month | Net Cash | Neg. Days | NSFs | FCR |
|---|---|---|---|---|
| Jan 2026 | $11,240 | 1 | 0 | 20.3% |
Upload or drag in bank statements or other documents as PDF or image files. Flowdata handles the rest from the moment the file lands.
Results surface the moment processing completes. Review classification confidence, extracted fields, and flagged anomalies in a single view.
Browse categorized transactions, review balances across accounts, and generate Excel or CSV exports — all in one click, ready for underwriting.
Link your CRM or LMS directly from the portal. Processed data flows into your existing lead fields automatically — no code or manual imports required.
Fits into any tech stack you already run
Pre-built connectors for the CRM and LMS platforms your team already uses, plus a flexible API for custom integrations into proprietary systems — no rip-and-replace required.
Connect your CRM or LMS directly through our API in minutes. Select your platform, authenticate, and Flowdata handles the rest — no developers needed. Your integration is live the moment setup completes.
Document Processing fields are created to enable automatic processing for any lead. Define your own account information fields within a custom object in your CRM — tailored to how your team structures financial data.
Automate the workflow with a webhook subscription. When documents are added, processing is triggered instantly and results flow directly into your CRM—no manual steps required.
Experience Flowdata in action
See how our intelligent document processing software can optimize your ability to analyze financial documents with unprecedented speed and accuracy.
- Upload sample documents and see real-time processing
- Explore our intuitive interface and confidence indicators
- Test our customizable knockout criteria functionality
