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For banks & lenders · Risk & underwriting intelligence

Every customer's
complete financial picture
in one decision-ready view.

Kashva aggregates and analyses a customer's bank data across all of their accounts — turning raw statements into the income, affordability and risk signals your teams need to underwrite with confidence.

Concept demo for bank underwriting & risk teams · Multi-account aggregation · UK & UAE

Customer risk profile

Applicant #4821 · Sole trader

Low risk

Accounts aggregated

4

Verified income

£3,920/mo

Affordability score82%
Income stability91%
Disposable income ratio64%

Risk signals

  • No returned payments in 12 months
  • 1 active loan · £540/mo obligation
  • No gambling activity detected

All accounts

Aggregated into one profile

Income & risk

Signals extracted automatically

Seconds

From statements to decision

Audit-ready

Per-customer data isolation

Turn raw bank data into underwriting signals

Kashva does in seconds what an analyst would spend hours reconciling across statements — and surfaces the signals that drive better risk decisions.

Cross-account aggregation

Consolidate every current, savings, and credit account a customer holds — across banks — into a single, deduplicated financial profile.

Income & affordability verification

Identify salary, recurring income and true disposable income to assess affordability — not just declared figures.

Risk & behaviour signals

Surface overdraft reliance, returned payments, gambling spend and cash-flow volatility that materially affect creditworthiness.

Recurring obligations

Detect existing commitments — loans, standing orders, subscriptions — for an accurate, evidence-based debt-to-income view.

Customer & portfolio view

Move from a single applicant to a portfolio-wide risk lens — for ongoing monitoring, early-warning and re-underwriting.

Audit-ready & secure

Per-customer isolation, full transaction lineage and no third-party data sharing — designed for regulated lending environments.

From statements to a credit decision

A single pipeline that takes a customer's raw bank data and hands your team a decision-ready risk summary.

1

Ingest customer data

Bring in PDF or CSV statements across all of a customer's accounts. Kashva parses, normalises and deduplicates automatically.

2

Analyse across every account

AI categorises each transaction, verifies income, identifies obligations and flags risk signals across the full history.

3

Underwrite with confidence

Analysts receive a clear affordability and risk summary — supporting faster, more consistent and more defensible decisions.

Spending & obligations breakdown

Essential outgoings54%
Existing credit commitments31%
Discretionary spend22%
Savings & transfers18%

Debt-to-income

31%

Within policy

Surplus income

£1,140/mo

after commitments

Built for regulated environments

Customer financial data is sensitive. Kashva keeps every customer's data isolated, traceable to source, and never shared with third parties — so risk teams can rely on what they see.

Per-customer isolation

Each customer's data is scoped and access-controlled — no cross-tenant exposure.

Full data lineage

Every signal traces back to the exact statement line it was derived from.

No data resale

Customer data is used only to produce the bank's risk view. Never sold, never shared.

Give your underwriting teams the full picture

Book a walkthrough of the Kashva concept and see how complete, cross-account customer data sharpens underwriting and risk decisions.

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Concept demo · For bank risk & underwriting teams · UK & UAE