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Uptiq's Document AI extracts and spreads the full financial statement package — whichever combination of statements is included — into your standardized underwriting template.
Trusted by financial institutions across banking, lending & credit
What Is This
A business financial statement is the umbrella document combining a balance sheet, income statement, and often cash flow statement — the core package lenders use to underwrite a business.
Uptiq's Document AI extracts and spreads the full financial statement package — whichever combination of statements is included — into your standardized underwriting template.
Statement packages vary widely by preparer — CPA-prepared, internally prepared, or QuickBooks export
The Solution
Uptiq's Document AI extracts and spreads the full financial statement package — whichever combination of statements is included — into your standardized underwriting template.
The result: your team spends time on judgment calls, not re-keying business financial statement data — measured across production deployments.
What Uptiq Extracts
A sample of the structured fields Uptiq's Document AI captures from this document type.
| Field | Example |
|---|---|
| Total Revenue | $8,400,000 |
| Net Income | $620,000 |
| Total Assets | $5,100,000 |
| Total Liabilities | $3,300,000 |
| Statement Type | Reviewed |
| Fiscal Year End | 2025-12-31 |
| Preparer | [CPA Firm] |
{
"total_revenue": "$8,400,000",
"net_income": "$620,000",
"total_assets": "$5,100,000",
"total_liabilities": "$3,300,000",
"statement_type": "Reviewed",
"fiscal_year_end": "2025-12-31"
}Key Benefits
Uptiq's Document AI extracts and spreads the full financial statement package — whichever combination of statements is included — into your standardized underwriting template.
Statement packages vary widely by preparer — CPA-prepared, internally prepared, or QuickBooks export
Multi-entity or consolidated statements mix parent and subsidiary figures
Every extracted field traces back to its source page — examiner-ready documentation, every time.
100+ native integrations across loan origination systems, cores, and workflows. No new infrastructure.
Process more business financial statement volume with your existing team as application volume grows.
Proven at Scale
Results represent aggregate outcomes across production deployments. Individual results may vary.
How It Works
The business financial statement arrives via email, portal, or upload. AI classifies it automatically.
Fields are extracted at 95%+ accuracy with full data lineage back to the source page.
Derived metrics and ratios are calculated automatically from extracted figures.
Structured, extracted data lands in your existing loan origination or servicing system.
Common Questions
Related Document Types
Book a 30-minute session. We'll run a live extraction demo on your own business financial statement documents.
150+ financial institutions run Uptiq's AI agents to process financial documents and accelerate underwriting.
Bring us the workflow with the most drag. We’ll show you an agent running it.
Join ever-growing community of 500+ Financial Institutions who have harnessed the power of Uptiq Insights.
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