Ocrolus
Document automation for lenders that classifies and extracts data from bank statements, pay stubs and tax forms.
- Category
- Finance & ERP
- Type
- Document capture
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Ocrolus API docs
02Data
What you can sync.
- Books
- Documents
- Bank transactions
- Cash flow analytics
- Fraud signals
Join Ocrolus books with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Ocrolus data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Ocrolus uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Ocrolus if you need help.
04How it works
How it works in DataMind.
-
Pick Ocrolus.
Open Lake, pick Ocrolus in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Ocrolus API docs.
-
Answer a few questions.
The AI reads the Ocrolus documentation, then asks which credentials you will use, which data to sync (for example books and documents), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Ocrolus data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
