Workflow Guide
U
Workflow Guide
Income Verification
How to Connect UniBank for Income Verification
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Implementation steps
- 1
Connect payroll-linked checking accounts and backfill transaction history.
- 2
Detect recurring payroll deposits and normalize employer naming patterns.
- 3
Review deposit cadence, variance, and continuity for decision workflows.
Required evidence
- Recurring payroll detection
- Deposit timing and variance checks
- Cash-inflow continuity monitoring
UniBank-specific considerations
- Monitor UniBank balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review UniBank with real trend lines, balances, and history instead of checking UniBank in isolation or rebuilding the same context each week.
- Compare UniBank with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from UniBank changed liquidity, diversification, or total net worth across your broader financial picture.