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Short guide: Banks and financial services
Another proof missing from the credit file? Now you see at a glance which documents are on file. Loan applications, payslips, bank statements, ID copies and land register extracts arrive by mail, email and scan.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For banks and loan brokers.
Key facts
- One file per application
- Recognize every document
- Income and balances as fields
- Check submitted PDFs
- Ask the file
Questions and answers
Frequently asked questions about this download
How does PaperOffice work with our core banking system?
Accounts, contracts and the credit decision stay in your systems. PaperOffice reads the documents around them. You pull income, balances and ID data into your system as an export or via the REST API, and AI assistants ask over MCP.
Does PaperOffice show whether a file is complete?
Grouped by document type, you see which proofs are in the Workspace. Within a document, the IDP Agent reports missing required fields as a review task, included in the Professional plan. Your policy defines which proofs a file needs.
How does PaperOffice check submitted bank statements?
The Trust Agent checks PDFs for hidden and covered text and embedded files; from Premium, also text layer against page image and, with the bank statement profile, typical features. Your team assesses every result against the original.
Does PaperOffice read ID copies?
The “Identity Document” template reads name, date of birth, document number, nationality and validity, and from the back address and authority. Your team checks whether the ID is still valid and matches the person.
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