Trailing Statement Automation

A better way to process trailing 12 months statements with 50% lower operation cost

Docsumo eliminates the complication involved in extracting and processing data from borrower supplied documents. Automate document processing with over 98% accuracy removing major operational challenges.

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Trailing Statement Automation

Challenge

Analyzing trailing 12 months(TTM) statements is crucial in determining the cash flow and income potential of a property. For that, analysts need to study several financial documents such as income statements, balance sheet, and rent rolls.

All this data needs to be manually extracted and organized in structured form. This process alone takes a chunk of analysts' time. Despite that, the process is not always accurate and needs further verification.

Docsumo Advantage

< 30 sec
Processing Time
Reduce turnaround time from hours to minutes.
70%
Cost Reduction
Halve your cost of operations when processing 50k+ statements/month.
98%+
Accuracy
Reduce manual errors and get precise data

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Tell us where you are today
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This is what your document processing operations could look like tomorrow
Based on real benchmarks from Docsumo customers, this is what we project for you and your team.
80 %
Straight through
Processing
$ 0
Total Cost
Reduced
< 30 sec
Average
processing  time
0 hrs
Total time
saved
$300k
Projected ROI

Solution

Simplify data extraction from trailing 12 months (TTM) reports and free-up your essential resources. Let's see how Docsumo makes it easier to organize data in a structured form from unstructured data sources.

Simplify data extraction from trailing 12 months (TTM) reports and free-up your essential resources. Let's see how Docsumo makes it easier to organize data in a structured form from unstructured data sources.

Features

Advanced Image Processing
Advanced Image Processing

Advanced image preprocessing (deskewing, noise reduction, contrast correction) gives higher data extraction accuracy.

Smart Filters
Smart Filters

Apply filters for dates, numbers and other regular expressions to extract data in desired format.

Amazingly Fast Processing
Amazingly Fast Processing

It takes less than a minute to import a document, process it, extract all data fields from it and send the data to other apps.

Easily Download Data
Easily Download Data

Docsumo converts PDF to CSV, Excel, JSON and XML files formats. You can download extracted data for any date range in the format you like.

Integrate with API or Webhooks
Integrate with API or Webhooks

Docsumo makes it very simple to send extracted data to any other software with APIs & webhooks out of the box.

Standard fields that are extracted

You can easily add, delete and move any field.

Basic Information

Most Recent Quarter

Most Recent Year

Corresponding Quarter

12 months before Most Recent Quarter

Income

Potential Rental Income

Effective Rental Income

Utility Income

Other Income

Expense

Vacancy, Losses, and Concessions

Service Related Expenses

Maintenance and Repairs

Turnover Expenses

Marketing Expenses

Management Cost

Taxes and Insurance

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We’d love to show you how you can increase your productivity, process your documents faster and save operations cost!

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