How do I apply with my bank statements?

We offer two services, a revolving line of credit and net terms on business purchases. Applying with bank statements is currently only available for the net terms service.


When you are asked to choose a data source

1. Select “Bank Statements” and click "Continue".


2. Click on “Upload bank statement”.


3. Select the file(s) on your computer that you would like to upload. 

Once the upload is complete, you will see a check mark next to the file name. 

You can repeat these steps to upload additional tax returns from additional years.

Please do not upload files that are password protected or encrypted. It’s also important that the file is not blurry, too bright or too dark, and is not missing information in any of the fields. 

If we can’t access and understand the info in the files, you won’t be able to get a credit decision right away. If that’s the case, we’ll reach out to you to help you submit your bank statements again or choose a different data source.

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