Workflow Guide
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Workflow Guide
Income Verification
How to Connect Jeff Bank - Personal for Income Verification
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Connect payroll-linked checking accounts and backfill transaction history.
Detect recurring payroll deposits and normalize employer naming patterns.
Review deposit cadence, variance, and continuity for decision workflows.