Bank-statement cashflow — money in and money out — line-item audit, and borrower upload links, right inside the Salesforce record page. A loan officer points Salesforce at a borrower's statements and gets the analysis back without ever leaving the record. Built on the same zero-data-retention engine as the Brook developer SDK.
Brook for Salesforce is a managed package. Drop one Lightning component on any Contact, Opportunity, or custom loan object — the loan officer never leaves Salesforce to read a borrower's cashflow.
Per account, the deposits and withdrawals over the statement window — summarized on the record, no spreadsheet, no manual tally.
Every transaction lands as a record you can open, filter, and report on. Drill from the in/out summary straight to the source line.
The full analysis is attached to the record as a file — ready for underwriting, the credit file, or an examiner.
No statements on hand? Send the borrower a secure, time-limited upload link. Results flow back onto the record automatically.
Auth runs through a Salesforce Named Credential. No API keys in code, no copy-pasted tokens — admin-managed, FLS-aware.
Same engine as the SDK. Statements are processed and purged; borrower links and the viewer expire and are wiped after 7 days.
One Lightning Web Component. Upload PDFs or request them from the borrower, run the analysis, and read prior runs — money in, average monthly, documents — without leaving Salesforce.
Upload one or more bank statement PDFs below, then run.
| Case | RunId | State | Total In | Avg Monthly | Documents |
|---|---|---|---|---|---|
| VC-0011 | 47e1ff82 | Completed | $79,066.42 | $26,355.47 |
View documents
|
| VC-0012 | a3b9c1d4 | Processing | — | — |
View documents
|
| Account | Currency | In (Gross Deposits) | Avg Monthly | Months | Reconciled |
|---|---|---|---|---|---|
| Checking ••8821 | USD | $58,640.00 | $19,546.67 | 3 | |
| Savings ••5530 | USD | $20,426.42 | $6,808.81 | 3 |
| Date | Description | In/Out | Amount | Balance |
|---|---|---|---|---|
| 2026-06-03 | Payroll — ACH credit | In | $4,200.00 | $9,418.55 |
| 2026-06-05 | Card purchase — groceries | Out | −$142.10 | $9,276.45 |
| 2026-06-07 | Transfer from savings | In | $1,000.00 | $10,276.45 |
| 2026-06-10 | Rent — ACH debit | Out | −$2,150.00 | $8,126.45 |
| 2026-06-14 | Payroll — ACH credit | In | $4,200.00 | $12,326.45 |
| 2026-06-18 | Utilities — autopay | Out | −$318.74 | $12,007.71 |
You install the managed package and connect once. After that, every analysis is a single click on the record page.
Add the Brook managed package to your org from the install link on the connect page.
One-click Login with Salesforce and a one-time connect code wires your org to Brook.
Place Brook Bank Statements on any Contact or loan page in Lightning App Builder.
Upload statements or send a secure borrower link. In/out, line items, and the report flow back live.
We handle the most sensitive document a person owns. So we hold it for exactly as long as the analysis runs, and not a second more.
Statements are processed and purged the moment the analysis returns. Nothing persists on our side. Ever.
TLS 1.3 in transit, AES-256 at rest for the brief window of processing. Keys scoped per request.
Borrower documents are never used for training, never resold, never shared. Single purpose: your analysis.
No secrets in code. The connection is a Salesforce Named Credential, managed by your admin, scoped per org.
Private beta. Tell us about your org and what you're underwriting — we onboard design partners personally, install the managed package with you, and wire the connection to your record pages.