Introducing: statement scanning from ClearStake

We’re delighted to announce the general availability of the ClearStake statement scanner. In the simplest possible terms, we enable organisations to make decisions dependent on a detailed understanding of a customer’s finances in seconds, even when all you have to hand is a PDF statement.

The ClearStake statement scanner:

  • Converts the data contained within any bank statement into structured, readable data - with 100% accuracy
  • Checks to ensure the statement is a genuine, unedited original document
  • Categorises every transaction in the statement, both incomings and outgoings
  • Shows a report summarising the financial health of the individual concerned, which is customisable to your own decision-making process
  • Provides a ‘smart statement’ enabling individual transactions to be found and tagged quickly and easily
  • All within a comprehensive case management system

If you are an organisation that spends any time at all looking through bank statements, this is the product for you. By using ClearStake, you save time and money, eliminate the risk of human error, and you reduce customer churn by getting to decisions faster.

Conventional statement scanning technology exports to Excel or csv, leaving you with plenty of work to do before getting to a decision. ClearStake, on the other hand, turns raw financial data into intelligence, and does the calculations you need to perform automatically. For example, we dete