Turn an audit financing request into a bank statement review
When an audit checklist raises a financing review, send a webhook request to Notis and get Docsumo's month-by-month MCA analysis reported in one place.
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
Bank statement reviews can slow down audit work when you have to switch tools and manually assemble a monthly picture of credits, debits, and balances.
- Get a month-by-month breakdown of account credits, debits, and balances.
- Keep the analysis request tied to the audit context included with the webhook.
- Receive a run report in the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docsumo once in the Notis portal.
- 2Create a Notis automation and give it a clear name.
- 3Tell Notis to run Docsumo MCA Analysis for bank statements associated with the audit financing review, and summarize the returned monthly breakdown with the request context.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real audit request and a processed bank statement.
Questions about this workflow
Does this workflow start automatically from a 21risk audit event?
No. 21risk has no listed trigger events here. The workflow starts when an HTTP request reaches its Notis webhook.
What does Docsumo return?
The MCA Analysis action provides a month-by-month breakdown of account credits, debits, and balances after documents are processed.
Does this workflow process or upload statements?
No upload or extraction action is listed for this workflow. The bank statements must already be processed for Docsumo's MCA analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docsumo. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Docsumo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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