Free Instant Tool · Updated July 2026

Instant Business Bank Statement Pre-Underwriter

Quick Answer

Enter four numbers from your last bank statement: gross deposits, average daily balance, month-end balance, and NSF count, and get an instant underwriting readiness grade (A through Risk Warning) with the specific reason behind it. This is an educational estimate, not a formal underwriting decision.

4
Inputs, instant result
A-Risk
Same tiers real underwriters use
$0
Free, no credit pull
0 sec
Wait time: runs in your browser
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Underwriting Baseline

Business bank statements only. At least 4 recent consecutive months, 6 preferred No account balance minimum on our side. The funding provider reviews your cash flow and makes that call
Definition

This tool grades your retained cash pattern, not your gross revenue, because that's what underwriters actually weight most heavily. Gross deposits show how much revenue passes through your account; average daily balance (ADB), month-end ending balance, and NSF count show how much cash the business actually keeps. See why gross revenue isn't enough for the full explanation.

Run Your Analysis

A business owner taking notes while working through financial records
The four numbers this rubric grades are the same ones a business owner should already be tracking before they ever apply.

The Full Grading Rubric

The complete criteria the analyzer above applies, shown here as a static table so the full rubric is readable without running the calculator:

Underwriting readiness grade rubric: gross deposits, ADB, and NSF thresholds by grade (T.A.G. 2026). Account balance is not a grade input.
Grade Gross Deposits ADB NSFs (90 days) Meaning
A: Prime Ready≥ $15,000≥ $3,0000Strong approval potential; steady deposits with a healthy daily balance.
B: Standard Approval≥ $10,000≥ $1,000≤ 1Moderate approval potential; a higher ADB would reduce factor rates.
C: High-Risk / Restructured≥ $10,000< $1,0002 (or metrics below B)Deposit volume is there, but thin ADB or NSF history may cause daily payment friction or shorter terms.
Risk Warning< $10,000N/A≥ 3Narrower set of likely offers. You can still apply.

Account balance is deliberately absent from that rubric. T.A.G. applies no balance minimum, does not screen a file on cash flow, and does not decline anyone over their balances; the funding provider makes that determination when it reviews the file. The grade above reads deposit volume, average daily balance, and NSF history only, and a Risk Warning is a description of how wide your likely options are, never an instruction to hold off applying. Baseline document eligibility is a signed application plus at least 4 consecutive months of business bank statements. Six are requested and preferred, because a longer history gives the provider more to work with, but a complete file is never held back waiting for months five and six.

What sets the grade, and what is recorded as context only Two groups. Three inputs set the grade: gross monthly deposits, average daily balance, and NSF count over the last 90 days. One input is recorded as context only and cannot change the grade: average month-end account balance, which the funding provider weighs when it reviews the file. Sets your grade Gross deposits per month Average daily balance NSF count last 90 days Context only Month-end balance cannot change the grade T.A.G. sets no balance minimum. The funding provider reviews your balances and deposit activity and makes the funding decision.
Working through a stack of receipts with a calculator at a desk
Gross deposits, average daily balance, ending balance, and NSFs each tell a different part of the story, which is why no single number decides a grade on its own.

Why These Four Numbers

→ For the full underwriting formulas and worked examples, see how MCA underwriting works. To estimate a funding amount range (not a readiness grade), try the bank statement qualification estimator.

The three inputs feeding the grading engine, and the one recorded beside it A diagram showing three inputs feeding into the readiness grading engine: gross monthly deposits, average daily balance, and NSF count over the last 90 days, producing a grade of A, B, C, or Risk Warning. Month-end ending balance sits beside the engine as an informational note that does not feed into it. Gross Monthly Deposits Average Daily Balance Ending Balance (noted, not graded) NSF Count (90 days) Grading Engine A / B / C Risk Warning Educational self-assessment only; the funder's own full underwriting review determines actual approval, rate, and terms.

Frequently Asked Questions

What is a good average daily balance for MCA underwriting?

$500 is the baseline minimum most funders require to consider an application at all. $3,000 or more is generally treated as prime/lower-risk. Between those, expect standard (not best-tier) terms.

How many NSFs can I have and still qualify?

0 NSFs supports the strongest terms. 1 NSF in the review period is generally still standard approval. 2 NSFs typically moves an applicant to a higher-risk tier with more restrictive terms. 3 or more NSFs is a common decline threshold at many funders.

Is this tool a real underwriting decision?

No. This is an educational, instant self-assessment based on publicly stated industry underwriting patterns; it is not a formal underwriting decision, credit check, or offer. T.A.G. is a business capital broker connecting applicants to funding partners; actual approval, rate, and terms are determined by the funder's own full underwriting review.

Related Resources

Which 6 Months Do I Need? (Readiness Guide) Why Gross Revenue Isn't Enough How Lenders Read Bank Statements How MCA Underwriting Works Underwriting Prep Guide Funding Amount Estimator Funding With NSF History

T.A.G. Business Funding

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