Step 1: Upload Documents
📄 Upload Bank Statement
PDF format, any bank (Chase, Wells Fargo, etc.)
📋 Upload Lending Agreement (Optional)
MCA contract PDF
Step 2: Review & Edit
Merchant Information
Transaction Classification
Click on a lender cell to change or remove the classification.
| Date | Description | Amount | Classified Lender | Confidence |
|---|
✅ Submission sent to AlexBot for control sheet generation
Your submission has been received. AlexBot will generate the control sheet and send you the result via Slack.