All posts · SecureLend ·
Convert a bank statement or scanned PDF to Excel. OCR to JSON, then a spreadsheet you can download. Agents do the work; the LOS stays the system of record.
# OCR financial statements to JSON and Excel Lenders already have the file. The job is to get numbers out of a PDF or a phone photo without retyping them. SecureLend OCR classifies the document, extracts a schema you can read, and — for financial statements — builds a spreadsheet you can download. It does not replace your LOS. It does not sign a credit decision. ## What you get - Classify (~$0.02/page): type the file (invoice, statement, other). - Extract (~$0.03/page, $0.04 with your fields): JSON only for the fields you asked for. - Statement spread ($0.50/workspace): ratios plus an Excel file with a 24-hour download link. A photo of a statement is enough. Wait until classify is no longer processing. If extract has zero facts, do not spread yet. ## What this is not Not a 30-year consumer mortgage stack. Not a complete LOS. Not an automatic approve/fund. A qualified human still reads the output. Connect the SecureLend MCP, upload a TEST or real statement, and take the Excel link. If the columns are wrong, customize the blueprint and extract again.
More from SecureLend
SecureLend
Private credit, equipment finance and factoring teams buy a spread, a document check or a memo a committee will sign. This guide sorts the tools by that job and says where SecureLend fits.
SecureLend
Financial spreading software takes borrower statements and turns them into a spread a credit officer can use. It is not a PDF converter, and it is not a chat window.
SecureLend
SecureLend's AI underwriting agents do the analyst's work—reading files, spreading financials, and delivering a cited, decision-ready memo in minutes.