Run a monthly Docsumo cash analysis
Close the month with a structured view of account movement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Month end cash review becomes stressful when statement analysis depends on a manual reminder.
- Create a dependable month end checkpoint
- See credits, debits, and balances together
- Give founders a concise financial operating report
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docsumo to Notis once in the portal.
- 2Create an automation instructing Notis to run MCA analysis on the processed bank statements and explain the monthly movement.
- 3Pick a monthly recurring schedule.
- 4Choose where reports go and test with one real month end run.
Questions about this workflow
Can the report analyze unprocessed files?
No. Docsumo MCA analysis requires bank statements to be processed first.
Can Notis compare months?
It can summarize the month by month values returned by Docsumo; any custom baseline must be supplied in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docsumo. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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