Bank statement review
An Aidace team member will manually review any bank statements uploaded to Aidace. Our goal is to automate this process, and we’re starting by handling it manually to figure out the best approach. We will put all of our findings into a template and upload this to Aidace.
We will check for:
Transfers to other accounts
Checks
Deposits
Income figures
Here is the process for submitting bank statement review requests
Please upload the bank statements to Aidace.
Then, email [email protected] with the resident's name and a request for review.
We will review the statements and upload the results to Aidace
We will notify you that it is done
Please share any and all feedback about these reviews so that we can continue to improve this for you!
RFI Input
To have Aidace add your RFI (Caseworker document request) items as a checklist in Aidace please do the following
Email [email protected] the RFI
We will add it to the resident in Aidace and create your checklist
We will notify you that it is done