Bring your bank activity.
Use a CSV or Excel bank export for the preferred path. PDF statement parsing is available in beta; every PDF import keeps its reconciliation result and review status visible.
The workspace for cashflow underwriting
Every transaction.
Every transaction.
A clearer picture.
Turn bank activity into a complete underwrite. See the revenue, understand the obligations, and bring your team to a decision — with the source evidence close at hand.
100 free credits includedNo card requiredBuilt for teams
THE DEAL WORKSPACEIllustrative data
BUSINESS OVERVIEW
In reviewMapleway Logistics
April – June 2026 · 3 statements
Average monthly true revenue$248,600/moTransfers and financing shown separately
Apr
May
Jun
MONTHLY
TRUE REVENUEFollow the movement.
Open the transactions.
TRUE REVENUEFollow the movement.
Open the transactions.
↗ Revenue trends, with context01 / 03
Confirmed monthly payments$37,290/mo15.0% of average monthly true revenue
Business financingRecurring payments$24,860
Other debt obligationsConfirmed by the reviewer$12,430
↗ Separate obligations. One clear total.02 / 03
A clear next step2 openchecksKeep questions and decisions with the deal
Verify another accountRequest the original transfer-account statementOpen
Confirm a recurring paymentCheck the agreement and supporting recordsOpen
↗ Record who reviewed it and when.03 / 03
Original statements stay connected to the deal.
01 / The workflowFrom a stack of statements
From a stack of statements
to a shared understanding.
CashflowReviewer classifies every transaction and organizes the evidence. You keep the judgment.
Find the signal.
See revenue, transfers, recurring obligations, negative days, and risk flags together. Open the supporting transactions to understand what is driving the numbers.
Make the review count.
Capture notes, complete review checks, and track the decision with your team. Keep your reasoning and the original records in the same workspace.
02 / A closer lookThe detail matters.
The detail matters.
Keep it in view.
A useful summary is a starting point. Get back to the activity behind it whenever something needs a second look.
Explore with a free accountRevenue with the noise separated.
Review true revenue alongside total deposits, transfers, and financing activity. See monthly movement without confusing money in with business income.
Import-quality verification
Reconciliation uses available bank totals and balances. Imports needing review stay flagged. A reconciled result can still be wrong: verify accuracy and completeness against original bank-issued records.
Questions that lead somewhere.
Follow transfer accounts, inspect possible obligations, and put flagged transactions into a review plan. Record a completed check with the reviewer and time.
ONE TEAM WORKSPACEExample
JLJordan · Team leaderAll team deals · access controlsOwner
ARAlex · UnderwriterReviewing a new submissionCan edit
SMSam · ReviewerReading the source recordsLimited view
Your team’s deals, documents, and review history — together.
03 / Built around your teamOne place to work.
One place to work.
Your way to review.
Give the team a shared dashboard or individual deal views. Leaders can see every team deal and manage member access.
- Teach your organization’s classification rules.
- Keep broker submissions and deal notes together.
- Connect the team leader’s Google Drive for document backup.
- Choose editing or limited-view access for each member.