After AI processes your bank statements, you can manually edit individual statement records in the Underwrite tab to correct calculated values like average daily balance, monthly revenue, or other financial figures.
Note: Recent updates automatically handle common edge cases—negative average daily balance now defaults to $0 for OnDeck submissions, and monthly revenue above $50M caps at $50M for Peac submissions. You may still need to edit statements for other data corrections.
Edit a statement record
Open the deal and click the Underwrite tab in the left sidebar.
In the Statements table, hover over the row you want to edit.
Click the Edit button that appears.
Update the values you need to correct (average daily balance, monthly revenue, beginning/ending balance, NSFs, etc.).
Save your changes.
What happens after editing
Changes to statement records automatically update the calculated fields on the Criteria tab, including total revenue, average daily balance, and monthly balance. These values are used when submitting deals to funders via API integrations.
If you previously encountered a submission error due to negative average daily balance or high revenue, edit the relevant statement record and resubmit to the funder.