It Knows Your Merchant's Bank.
Down to the Penny.
Easify recognizes the exact bank and layout of every statement, then reads it with a parser built for that format — so your revenue, MCA stacking, and NSF counts reconcile to the penny, every time. Other tools guess. Easify knows the bank.
Hundreds of US banks supported, coast to coast — recognized and extracted line by line in seconds. Don't see your merchant's bank? New formats are fingerprinted and added continuously, and every statement reconciles to the penny.
- Ally Bank
- Amerant Bank
- America First Credit Union
- American Express National Bank
- Arvest Bank
- Associated Bank
- Axos Bank
- BancFirst
- Bank of America
- Bank of Hope
- Bank of the West
- BankUnited
- BMO Bank
- BOK Financial
- Bremer Bank
- Busey Bank
- Cadence Bank
- Capital One
- Cathay Bank
- Centennial Bank
- Chase
- Citibank
- Citizens Bank
- City National Bank
- Coastal Credit Union
- Comerica Bank
- Commerce Bank
- Community Choice Credit Union
- County Bank
- Current
- Discover Bank
- Dollar Bank
Browse all supported banks, A to Z Show fewer
- East West Bank
- Eastern Bank
- Emigrant Bank
- Enterprise Bank & Trust
- Farmers & Merchants Bank
- Fifth Third Bank
- First Citizens Bank
- First Commerce Credit Union
- First Horizon Bank
- First Interstate Bank
- First National Bank
- FirstBank
- Flagstar Bank
- Frost Bank
- Fulton Bank
- Glacier Bank
- Golden 1 Credit Union
- Great Western Bank
- GreenState Credit Union
- Hancock Whitney
- Heritage Bank
- HomeStreet Bank
- Huntington National Bank
- Independent Bank
- Investar Bank
- JPMorgan Chase
- KeyBank
- Lili
- Live Oak Bank
- M&T Bank
- Mechanics Bank
- Mercantile Bank
- Mt. McKinley Bank
- Navy Federal Credit Union
- NBT Bank
- New York Community Bank
- Northwest Bank
- OceanFirst Bank
- Old National Bank
- Pacific Premier Bank
- Pinnacle Bank
- PNC Bank
- Popular Bank
- Primary Bank
- Provident Bank
- Raymond James Bank
- Regions Bank
- Renasant Bank
- SAFE Credit Union
- Santander Bank
- ServisFirst Bank
- Silicon Valley Bank
- Simmons Bank
- SoFi
- South State Bank
- STCU
- Stockmens Bank
- Synovus Bank
- TD Bank
- Texas Capital Bank
- Truist
- Trustmark
- Umpqua Bank
- Union Bank
- United Bank
- Universal 1 Credit Union
- U.S. Bank
- USAA
- Valley Bank
- Varo Bank
- Veritex Community Bank
- Webster Bank
- Wells Fargo
- WesBanco
- Western Alliance Bank
- Woodforest National Bank
- Zions Bank
- New formats recognized and added continuously — coverage keeps growing.
By the Numbers
Engineered for Speed. Trusted for Accuracy.
Real product performance, measured per statement.
Why Our Engine Wins
Recognition, Not Guesswork
Most tools run one generic scan over every statement and hope for the best. Easify works the opposite way.
One generic pass, then a guess
Every statement goes through the same generic read, so columns get misaligned, amounts get rounded, and totals drift. The numbers look right but rarely tie back to the document — which is how a bad deal slips through.
Fingerprint the bank, then parse it exactly
Easify identifies the exact bank and statement layout first, then applies a parser purpose-built for that format. That's why our numbers reconcile to the penny — credits, debits, and ending balance all tie back to the statement, every time.
Platform Features
Everything You Need to Win More Deals
A purpose-built underwriting toolkit for MCA brokers and lenders.
Instant Statement Recognition
Upload any bank statement and our proprietary recognition engine identifies the format instantly across every major US bank — then extracts every transaction line by line. No templates, no manual data entry, no guesswork.
Exact Transaction Extraction
Every credit and debit pulled exactly — no hand-keying, no rounding, no missed pages. What's on the statement is what lands in your report, with nothing transcribed by hand.
MCA & Stacking Detection
Automatically surfaces existing merchant cash advance payments and identifies how many funders are already in the position — so you price deals right and avoid surprise stacks.
Risk Signals That Funders Want
True monthly revenue, average daily balance, NSF counts, and negative-day totals — every metric underwriters check, calculated and ready in one report.
Live Bank Data via Plaid
Send your merchant a secure link and pull real-time transactions straight from their bank in minutes. Zero paperwork, zero chasing PDFs.
Funder-Ready PDF Reports
Generate clean, professional underwriting reports with full cash-flow breakdowns and stacking analysis — formatted exactly the way funders want to receive them.
Process
From Upload to Funded Deal
Three simple steps that turn hours of statement review into seconds of insight.
Upload Statements
Drop in your merchant's bank statements — any bank, any format — or send a secure Plaid link for live bank data. Done in seconds.
Instant Recognition & Extraction
Our recognition engine identifies the bank format and extracts every transaction line by line, then calculates true revenue, cash flow, MCA stacking, NSFs, and average daily balance automatically.
Submit to Funders
Download a polished PDF underwriting report or share it directly. Submit to funders with numbers you can stand behind — and close faster.
Turn your first statement into a funder-ready report in seconds.
Start FreeUse Cases
Win-Win for Everyone
Whether you're a broker shopping deals or a lender reviewing submissions, Easify works for you.
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Analyze Deals 10x FasterStop hand-keying statements. Get every transaction extracted and the deal scored in seconds.
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Submit with ConfidenceReconciled numbers and clean reports funders respect mean fewer rejections and faster approvals.
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Manage Your Full PipelineTrack merchants, documents, submissions, and funding status all in one place.
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Get Live Bank DataSend a secure Plaid link — no more chasing statement PDFs from merchants.
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Standardized SubmissionsReceive consistent, fully-extracted packages — no more mismatched spreadsheets or missing pages.
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Faster Underwriting DecisionsPre-built cash flow, MCA stacking, and risk metrics let you reach yes or no in minutes.
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Trust the NumbersUnderwrite the actual statement, not a transcription that might be off — every figure ties back to the source document.
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Attract Top BrokersBrokers send deals to lenders who move fast. Be their first call with a frictionless intake.
Loved by Operators
Brokers Close More, Faster
Security
Bank-Grade Protection
Your clients' financial data is handled with the highest standard of security and confidentiality.
256-Bit Encryption
Every file is encrypted in transit and at rest with bank-grade 256-bit SSL/TLS.
Automatic File Deletion
Uploaded statements are purged automatically after processing — your data never lingers.
Secure Infrastructure
Hosted on hardened, enterprise-grade infrastructure with ongoing security audits.
Private by Default
No third-party data sharing. Your clients' information stays strictly between you and Easify.
Pricing
Simple, Transparent Pricing
Start free. Scale as your deal flow grows. No hidden fees, cancel anytime.
- 20 analyses per month
- 1 team member
- Basic reporting
Keep your 20 free analyses every month.
Get Started Free- 800 analyses per month
- $0.62 per analysis
- 10 team members
- API access
- Priority support
Most broker shops start here · Cancel anytime.
Get Started- 1,400 analyses per month
- $0.50 per analysis
- Unlimited team members
- Full API access
- Dedicated support
- Custom integrations
Built for volume · Cancel anytime.
Get StartedFAQ
Questions, Answered
Everything you need to know before your first upload.
How accurate is the transaction extraction?
Our proprietary bank-recognition engine reads each statement line by line and reconciles every credit and debit back to the document. Because extraction is deterministic rather than estimated, totals like revenue, average daily balance, and NSF counts match the statement to the penny.
Which banks and statement formats do you support?
Hundreds of US banks — national banks, regional banks, and credit unions — in both digital and scanned-PDF form. Browse the full supported list above. When a new format appears, it's fingerprinted and added continuously, so coverage keeps growing.
What if you don't recognize a statement format yet?
You'll never get a silently-wrong report. If a format isn't yet fingerprinted, Easify flags it rather than guessing — and new formats are typically added within days, so the same statement processes cleanly on the next pass.
Can I verify the numbers against the statement?
Yes. Every report ties credits, debits, and ending balance back to the source statement, so you can reconcile any figure line by line — and confirm the totals match before you submit.
Is my clients' financial data secure?
Yes. Every file is encrypted in transit and at rest with 256-bit SSL/TLS, hosted on hardened enterprise infrastructure, and automatically deleted after processing. We never share your data with third parties.
How long does setup take?
Under two minutes. Create a free account, upload a statement or send a secure Plaid link, and you'll have a funder-ready report in seconds. No software to install, no onboarding calls required.
How does pricing work?
Start free with 20 analyses a month — no credit card needed. Paid plans scale with your deal flow and lower your per-analysis cost as volume grows. There are no hidden fees, and you can cancel anytime.
Ready to Underwrite with Confidence?
MCA brokers and lenders use Easify to extract every transaction, flag every stack, and submit better deals. Start free today.
No credit card required · Free plan forever · Set up in under 2 minutes