IDFA Online Learning
Practice Management: Automate Bank Statement Analysis with Ocrolus!
Recorded On: 12/07/2021
Ocrolus is an easy-to-use and user-friendly technology that allows for rapid processing of high-stakes financial documents. By choosing Ocrolus for document-to-data digitization, professionals are able to eliminate manual data work and reallocate valuable resources, empowering their teams to do more. In this demo, Graham will demonstrate how clients use Ocrolus to determine valuable cash flow information, flag transfers, and pull 75+ additional data points from bank statements in a matter of minutes to assist in divorce settlements.Please note: Practice Management webinars do not qualify for CE.
Graham Ferguson is an Account Executive at Ocrolus where he has worked since joining the team in September 2020. Prior to joining Ocrolus, Graham worked for a technology consulting firm in his hometown of Chicago, IL where he was born and raised. Graham attended Northwestern University in Evanston, IL where he studied journalism and political science.