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Run MCA analysis when statements are ready

Move from processed statements to a month by month cash flow view quickly.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

Why this helps

Analysts spend hours rebuilding monthly credits, debits, and balances from statement outputs.

  • Reduce manual statement review
  • Produce a month by month breakdown
  • Speed up financing decisions

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Docsumo once in Notis.
  • 2Create an automation describing the MCA analysis outcome.
  • 3Choose a webhook trigger for processed statement data.
  • 4Choose where analysis reports should go.
  • 5Test with one real bank statement example.

Questions about this workflow

What must be ready before analysis?

The relevant bank statement documents must already be processed for Docsumo MCA analysis.

What does the analysis show?

It provides a month by month breakdown of account credits, debits, and balances.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 0CodeKit to Docsumo. A trigger fires from one place; an action lands in another.

0CodeKit triggers

Docsumo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Enabled Document Types

Tool to retrieve enabled document types summary for the user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get User Document Types

Tool to list available user document types and user info. use when you need to discover all supported document classifications and user limits.

ActionInstant

MCA Analysis

Tool to perform merchant cash advance (mca) analysis on bank statements. use when you need a month-by-month breakdown of account credits, debits, and balances after documents are processed.

ActionInstant

Connect any two apps with Notis in the middle.

0CodeKit and Docsumo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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