Review a funding statement batch quickly
Turn a submitted statement batch into a review ready monthly breakdown.
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
Funding reviews slow down when analysts manually consolidate multiple statement periods.
- Speed funding review preparation
- Standardize statement summaries
- Reduce manual consolidation
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docsumo once in Notis.
- 2Create an automation describing the funding batch MCA review.
- 3Choose a webhook trigger.
- 4Choose where the review report should go.
- 5Test with one real statement batch.
Questions about this workflow
What kind of analysis is returned?
Docsumo returns a month by month breakdown of account credits, debits, and balances after processing.
Does this replace underwriting judgment?
No. It prepares the statement analysis used by the review team.
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.
Get Enabled Document Types
Tool to retrieve enabled document types summary for the user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docsumo.