Tax processing
Statement totals and periods are available for the tax file without rekeying.
Bank statements
A statement becomes rows, not a PDF to scroll.
iDoc reads the account and the lines on a bank statement so accounting, credit and loan teams can work from fields.
Accounting
The lines can be reviewed against the books the finance team already keeps.
Credit and debit
Inflows and outflows are visible as data, which is what a credit review actually needs.
Loan documentation
A loan pack can include the statement fields beside the application, instead of a loose scan.
Try it on your own files.
Bring samples to a 30-minute session. Crest will say whether this use case fits the documents you receive.