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**Current Process - the major pain**

  

Business Loan Processing requires many data points and the ratio analysis is done to decide whether the loan should be given to a business or not.

  

**Solution**

  

Our UiPath workflow converts the dirty scan image PDF file into machine-readable Excel or database format in a few minutes. Our UiPath workflow convert the scanned image financial statement into a readable Excel or database format as follows:

1.  Step 1
    1.  Configure the robot to use the right credentials in the file project\_config.xlsx. In the file provide the directory from where PDF files need to be a pickup
    2.  Enter your credentials in balancesheet.techaroha.com
2.  Step 2
    1.  The sales team, credit rating tea or loan processing team will upload the companies/customer financial statement or balance sheet in a specific directory mentioned in project\_config.xlsx. The UiPath robot will login to the web portal balancesheet.techaroha.com
3.  Step 3
    1.  Web portal @ balancesheet.techaroha.com will accept the scan image PDF of balance sheet and convert them into text
    2.  The system will shortlist the specifics PDF from PDF file like consolidate balance sheet, profit and loss statement page, and cash flow statement
    3.  The web portal will also shortlist the note to account pages as requested by banks or direct selling agents. 
4.  Step 4
    1.  Balance Sheet AI (Artificial API) engine will convert the shortlisted PDF into an Excel sheet
    2.  UiPath robot will download the output Excel file in the download folder or default download folder specified by the user
    3.  This output process can be further customized to upload the Excel sheet in credit rating software or any software

**Customization Option with Balance Sheet reading automation**

1.  **Plain Excel (Accuracy 80% of PDF will work)**  
    
2.  **Predefined format with an exact data point (Accuracy 90% PDF will work)**  
    
3.  **Data Points output in JSON Format/API Access (Accuracy 95% PDF will work)**

Business Loan requires analysis of the Balance Sheet to extract information like Balance Sheet, Cash Flow Statement, P&L and notes to account to give credit rating. All can be automated using UiPath

MIT License Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the 'Software'), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Version	Release Date	Download Link
1.0.0.0	July 15, 2020
Simple vanilla version for balance sheet analysis

Business Loan Processing Automation