Get computed underwriting numbers into the software your lending team already runs on, through one-click export, a developer API, and webhooks. There are no prebuilt connectors: every tool below takes the results as an Excel, CSV, JSON or QBO file, over the REST API, or from a webhook.
Download extracted data as Excel, CSV or JSON, or as a QuickBooks (QBO) file ready to import.
POST a document, receive structured JSON. Wire extraction into any application in minutes.
Zapier, Make and Power Automate poll the extraction endpoint and pick each result up as soon as it is finished.
A lender rarely needs a connector. It needs the numbers from a borrower file to land where the credit decision is recorded. There are three routes, and which one fits depends on whether a person or a program picks the result up.
| Where the result goes | Route | What arrives | Plan |
|---|---|---|---|
| Credit memo, spreadsheet model or shared drive | Excel or CSV download | Every transaction plus the computed metrics, such as average daily balance, monthly cash flow, NSF and negative days, recurring income and existing loan payments | Starter and up |
| QuickBooks and other accounting ledgers | QBO file import | Statement transactions in a QuickBooks bank file, with the account and closing balance | Plus and up |
| Loan origination system or CRM | REST API | One JSON document per file, written to the loan record by your own integration | Pro and up |
| Zapier, Make or Power Automate flows | Scheduled poll of the API | The same JSON, picked up when the extraction finishes and mapped to fields in the flow | Pro and up |
| BI dashboards and data warehouses | CSV or JSON load | Row-level transactions with dates, amounts and categories for portfolio reporting | Every plan for files, Pro and up over the API |
Yes, through the REST API rather than a vendor-specific plug-in. Your developer posts the borrower's statements, receives structured JSON, and writes the figures to the fields your LOS already has. Teams without a developer attach the Excel report to the loan file instead. The bank statement analysis API page shows the response in detail.
Yes. On the Plus plan and above, a processed statement downloads as a QBO file that QuickBooks imports like a bank feed, so nobody rekeys transactions. Excel and CSV exports are on every plan and open in Xero, NetSuite and Sage import screens.
Most start with the Excel report, because it drops straight into an existing credit memo. Lenders that fund on volume, such as MCA funders, move to the API once analysts stop opening every file by hand. See how that works in loan origination software and credit memo automation software workflows.
Automation platforms poll the extraction endpoint and collect each result when it is ready. The request and response formats are in the API documentation, and plan limits are on the pricing page.
If it imports a CSV or Excel file, calls an API or receives a webhook, it can take LenderAnalyzer results. Ask us in chat about your workflow.
