Exception Tracking Automation

How efficient is your bank at exception tracking? Many banks are still managing exceptions manually by creating the account, booking it on the system, and then using spreadsheets, index cards, or manual entry to ensure all documents are in place. Going forward, many banks use such spreadsheets or manual processes to ensure expiring documents are updated. How can such exception tracking processes be reliable? With AccuAccount, exception tracking is managed accurately and efficiently with a dynamic, centralized electronic database.

Most of our customers use our tickler software for exception tracking of three main categories. Within the AccuSystems platform, banks can choose to assign no exceptions to a document, or any combination of: missing files, expiring files, or policy.

How Does AccuSystems Tickler Software Help with Exception Tracking?

• Improves cross-branch information sharing and communication versus traditional “manual” tickler systems.
• Offers both an integrated and a stand-alone tickler solution, depending on your bank’s needs.
• Integrated version also interfaces with internal bank departments, such as accounts payable, contracts, etc.
• Both versions help streamline workflows and improve bank operations.
• Eliminates dependency on manual tickler files.

Exception tracking is easier than ever thanks to AccuSystems’ bank software platforms for tickler tracking. The AccuSystems name has been trusted for over two decades by banks throughout the United States for loan management, bank document management, advanced bank document imaging, and more. To learn more about any of the AccuSystems software platforms, please call our team of trained bank professionals today.