[area1funding]

Any know of a software/crm that can pull data points from bank statements and present clearly on a sheet?

[110Funding]

ocrolus

[Olderguy]

Decision Logic is nice but lenders won't accept it...ask me how I know...LOL

[Michael I]

Decision Logic is nice but lenders won't accept it...ask me how I know...LOL

that pulls data from the bank not from bank statements like ocrulus and moneythumb

[Olderguy]

that pulls data from the bank not from bank statements like ocrulus and moneythumb

That's correct and their statements are a great summary....but they told me lenders accept them and found out lenders do NOT take them. Live and learn.

[Lily Advance]

If you are looking for an alternative to ocrolus, there's a new company which does this; not sure if they are accepting new customers. You can email them at sf@smartfeedinc.com

[BiggerPocketsCapital]

MoneyThumb is way more elite than Ocrolus and won't break the bank. You're welcome

[area1funding]

Thanks everyone!

[A+Paper]

I just pay a qualified scrubber. Usually cheaper and I have the benefit of communication.

[MCN]

Theres a company called cheaperteam that gives you european employees who scrape the data for you. I dont use them but a couple of friends of mine swear by them. may be worth checking out.

[john1]

herondata.io - they do both ISO Scrubbing and Bank statement parsing too.

for funders - Heron Data guys: https://www.herondata.io/iso-app-scrubbing/

[treymarkel]

Here at Centrex we have a pretty deep integration with Plaid both in our Wordpress plugin for website applications and in our white labeled mobile app. Give them a look.

Wordpress Plugin for Web Applications
https://www.centrexsoftware.com/wordpress-plugin/

White Label Mobile App
https://www.centrexsoftware.com/white-label-mobile-app/

With plaid we hit two of their endpoints for transactional data:

Transactions endpoint
Asset Report endpoint

The transactions endpoint simply pulls raw transactional data down from the bank. We pull this into the Centrex CRM and the mobile app for the merchant to view. The asset report endpoint is more for brokers/ISO's as it generates a PDF which looks like a bank statement using the banks data. This can be sent to funders or lenders etc.

Let us know if you would like to see how this works and we can show it off a bit.

Trey Markel
VP Sales and Marketing
(888) 622-5810
tmarkel@centrexsoftware.com
www.centrexsoftware.com