Quickstart

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Getting Started with BankVision

Follow this guide to create your first deal and start processing financial documents. We’ll walk through the entire workflow using a sample deal.

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Step 1: Your Deal Dashboard

When you first log in to BankVision, you’ll land on your deal dashboard. This is your command center for managing all your financial document processing:

The dashboard starts empty, but don’t worry - we’ll create your first deal in just a moment. Click the “New Deal” button in the top right to get started.

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Step 2: Creating Your First Deal

When creating a new deal, you’ll see a form where you can enter the deal details. Here’s an example of how you might fill it out:

Fill in:

• Deal Name: Give your deal a descriptive name
• Description: Add any relevant notes or context
• Click “Create Deal” to proceed

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Step 3: Deal Overview

Once created, your deal appears in the dashboard with key information and status:

The deal card shows:

• Deal status
• Number of processed statements
• Creation date
• Quick actions for processing and management

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Step 4: Adding Documents

Now let’s add some financial documents. We’ll start with a sample bank statement:

This example shows a mock bank statement (belonging to a fictional “John Doe”) that’s been uploaded to the deal. Notice how BankVision automatically recognizes the document type and prepares it for processing.

BankVision handles various financial document types. Here’s an example where we’ve added an AMC financial report alongside bank statements:

You can upload multiple documents of different types to build a comprehensive financial picture. Each document is automatically categorized and prepared for analysis.

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Step 6: Statement View

Click on any statement to access the detailed analysis dashboard, where BankVision organizes and processes financial data.

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Key Features

BankVision automatically organizes statements, grouping transactions by merchant, payment type, and frequency. This allows for rapid assessment and underwriting decisions.

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Statement Processing & Risk Analysis

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Next Steps

Now that you’ve created your first deal and processed some documents, you can: