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Understanding Precisa

Leverage Precisa’s API Integration to Credit More Loans With Less Work

November 25, 2022 Precisa Team No comments yet
Leverage-Precisas-API-Integration-To-Credit-More-Loans-With-Less-Work

Precisa’s bank statement analyser is a cloud-based analytics solution with smart automation designed for decision-makers in lending, insurance, wealth management, and personal finance.

Bank statements are good indicators of a business’s or individual’s income, expenses, and spending patterns. Analysing the data from bank statements gives a reliable picture of the applicant’s current performance and future growth prospects.

And we aim to simplify this analysis process with our easy-to-use bank statement analyser. It allows you to fetch the data in real-time from the source or upload bank statements & GSTR documents. Moreover, it presents actionable insights in a user-friendly dashboard.

Precisa’s bank statement analyser extracts data from the bank statements, classifies and categorises transactions, analyses the data, detects fraudulent transactions and other anomalies, and assigns an overall creditworthiness score.

Spend More Time Lending and Less Time Analysing

Our bank statement analyser can be used as a stand-alone Web app or integrated with an existing Loan Origination, Loan Management System, or any other system using APIs. Now lenders can prepare quick loans for borrowers by providing relevant, accurate, and timely data.

With the integration of Precisa’s bank statement analyser’s application programming interface (APIs), lenders can now add real-time financial data analytics capability to their existing applications.

To know more, book a free demo today.

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ISO 27001 and SOC 2 Type II Certified
Understanding Precisa

Precisa ISO 27001 and SOC 2 Type II Certified: What Does it Mean for Our Clients

September 16, 2026 Soma Sharma No comments yet

Precisa is built and operated by Finezza Information Technologies Private Limited, which holds ISO/IEC 27001:2022 certification. Precisa has also undergone a SOC 2 Type II examination. If you’re mid-way through vendor due diligence and assessing the security of a financial data analysis platform, these provide independent evidence. This article explains what each covers and how […]

Mismatches Between GSTR-2B and GSTR-3B - Feature Image
Fintech

How to Reconcile ITC Mismatches Between GSTR-2B and GSTR-3B

September 2, 2026 Soma Sharma No comments yet

Every month, thousands of businesses claim input tax credit in GSTR-3B that does not fully match GSTR-2B. Sometimes it is a vendor who filed late. Sometimes it is an invoice booked in the wrong period. Either way, the GST system now catches the gap on its own, and it does not wait for an audit […]

How Wealth Managers Use Bank Statement Analysis to Assess HNI Cash Flow and Portfolio Risk
Bank Statement Analysis

How Wealth Managers Use Bank Statement Analysis to Assess HNI Cash Flow and Portfolio Risk

August 20, 2026 Soma Sharma No comments yet

A wealth manager who relies only on a client’s declared net worth statement is working from a document the client wrote, not one the client’s bank wrote. For advisors managing high-net-worth relationships in India, that distinction is the difference between a portfolio built on the client’s story and one built on the client’s actual cash […]

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