Providing Updated Bank Data

Why we need bank data

We check your bank data once a month to ensure that the financial status of the business has not changed since approval. Our underwriters check your account for any changes in cash flow, outstanding debt with other lenders, and/or negative bank events. In some cases, you may be eligible for a credit line increase depending on your business’ updated financial situation.

 

Options to provide

You can provide bank data by either making a bank connection or uploading your bank statements manually every month. To upload a bank statement, login to your dashboard and click “Profile” located on the left side of the dashboard.

Next, click “Files,” then “Add document.” A list of document options will appear underneath the tab.

Click on the first option - “Bank Statement” and select the appropriate file. Now you have officially uploaded your bank statement!

 

Bank Connection

A bank connection is preferable so that you do not have to manually upload your bank statements every month. Should your account experience issues, making a bank connection will allow us to notify you immediately and results in a faster turnaround time.

To learn more about providing a bank connection, click here.


 
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