What is the difference between Dashboard (manual) and API (automated) analytics?

The moment you decide to integrate Ocrolus into your business flow, you are faced with many decisions. Technical, business, design, operations – all of them carry a certain weight and impact on the success of the solution. This guide is here to prepare you to choose between using the Ocrolus Dashboard or using the APIs and take the development path that will fulfill your business and operational goals while aligning with your capabilities, resources, and your vision. Read on!

Integration of Ocrolus within your business has never been easier. Our solutions are multi-facet and require minimal implementation efforts. When you leverage the Ocrolus Dashboard or API integration, your team gains enhanced efficiencies with solutions like:   

• Uploading any bank statement and other document types to automatically transform varying inputs into clean, structured outputs.
• Eliminating manual review and data extraction for all document types.
• Standardizing data across all formats.
• Beating backlogs to easily scale up/down with volume trends within your business.

Once you’ve uploaded documents on Ocrolus for processing, the data will be extracted by our OCR capabilities. You will then receive a file of decisional analytics via two different methods.

Analytics via Ocrolus Dashboard

The data file will be available within a downloadable CSV or Excel format through the dashboard login. Requires you to log in to the dashboard with your username and password.

Downloading the Lender Analytics: For information on how to download the lender analytics via the dashboard.

Analytics via Ocrolus API Integration

This file is sent directly to your CRM, LOS, or other back-office systems through a single, seamless API via JSON output. 

Deciphering Lender Analytics: For information on how to decipher lender analytics output. 

You can also go through the video tutorial for a brief summary of the process.

Analytics via Ocrolus API

(Requires your internal systems to be integrated with one or more API accounts. Click here to find out more information on how to integrate or reach out to support@ocrolus.com)

Downloading the Lender Analytics: The analytics or transaction export can be directly retrieved for a case via our public endpoint once integrated successfully either in Excel or JSON formats.

Deciphering Lender Analytics: A detailed description of the response can be found on the Analytics Data Type definition.

To find the benefits of the Ocrolus API we recommend you go through the following video.