Validate income faster
Identify recurring salary and other inflows and compare them with declared or reviewed income.
Banking intelligence
See the financial behaviour behind the questionnaire.
Read uploaded bank statements — and connected account data where configured — to identify income, expenditure, recurring payments and creditor patterns, then compare those observations with the reviewed financial assessment.
Statement analysisIncome patternsRecurring paymentsCreditor matching
The problem
Move beyond self-declared figures
A questionnaire tells you what someone believes their finances look like. Banking evidence helps the team understand what is actually moving through the account and where further review may be needed.
See spending patterns
Group expenditure and recurring commitments without manually reading every transaction line.
Spot creditor behaviour
Surface repeat creditor payments and payments to lenders already recorded on the File.
What FastDox does
Capabilities that remove work — not just digitise it.
Each capability operates against the same record, so information captured at the front of the journey can drive evidence, review, workflow and downstream handoff.
Multi-period statement analysis
Bring several statement periods into one banking view without turning the File into a raw transaction spreadsheet.
Observed vs reviewed
Keep observed expenditure beside the reviewed budget so differences are visible without silently changing the assessment.
Recurring-payment detection
Identify repeated merchant, household and debt-servicing patterns across the period.
Transaction drill-down
Keep detailed transactions available for staff when they need to inspect the evidence behind a summary.
How it works
A connected operating flow.
The journey is designed so each step creates the state required by the next rather than generating another disconnected document or inbox task.
1
Provide
Upload statements or use a configured banking connection.
2
Read
Identify statement periods, transactions and account context.
3
Analyse
Calculate observed income, spending and recurring payment patterns.
4
Compare
Place banking observations beside declared and reviewed figures for human review.
Operational efficiency
Where teams get time back
The objective is not automation for its own sake. FastDox is designed to remove repeatable administration, surface genuine exceptions earlier and give skilled people better-prepared work.
- Replace manual statement-by-statement review with a structured summary.
- Give reviewers immediate visibility of material differences.
- Keep detailed evidence one click away without overwhelming the main File.
- Support faster, more consistent financial preparation before professional review.
See it on your workflow
See banking intelligence built around your assessment process.
We’ll show how statement analysis can complement your current income-and-expense review without taking the final judgement away from your team.