Imaging. Tracking. In one system.

Your core system does a lot of things well. Document management isn’t one of them. AccuAccount, trusted by 15,000+ users at banks and credit unions, monitors activity in your core and automates your entire document management workflow.

Watch a 5-Minute Demo

Built for Lenders.

AccuAccount looks like a loan file, offering a 360-degree view of each customer.

KNOCK DOWN BARRIERS

Our browser-based approach to document management lets your bank or credit union overcome traditional barriers to information sharing. Couriers and inter-office mail are a thing of the past.

ADD UNLIMITED USERS

Empower your lenders, IT team, loan admin, and senior management. Access to what they need when they need it.

Automated & Intuitive

We built AccuAccount specifically for commercial lenders. Our bank document management software combines imaging and tracking under one roof, making it easier to get stuff done.

Reduce Exceptions

As you scan and index new documents, AccuAccount automatically clears exceptions for you. Your to-do list just got a whole lot shorter!

Image Smarter

Accelerate imaging efficiency by integrating AccuAccount to your core, bank CRM, loan origination system (LOS), and many other banking systems.

Stay in the Loop

Say goodbye to spreadsheet pivot tables and manual tickler reports. Our platform feeds real-time exception data to your inbox when you need it most.

15,000 Users…& Going Strong

The people! Everyone is so great to work with and so knowledgeable about the software and its usefulness for banks. We really appreciate the changes and improvements made to AccuAccount in the last few years and motivation to continue to improve based on our changing needs.
— Karen M.
Across all departments, we’re now able to do more with less, thanks in large part to AccuAccount…When asked to share the biggest highlight for 2015, every area of our bank responded with a single word: AccuAccount.
— Jeana L.
I struggle to imagine how a bank can stay competitive with paper files…The system has helped us reduce our closing time, keep our credit admin team informed, and, ultimately, led to a better experience for our customers. Simply stated, AccuAccount helps our bank stand out in the Des Moines market.
— Brooke D.

Automate Your Financial Institution

Reap the benefits of a paperless financial institution. Solutions for every function and department.

CREDIT & LOAN

Loan tracking and imaging in one convenient system. Clear exceptions automatically as new documents are scanned.

ACCOUNTING

Organize your institution’s accounts payables, invoices, and receipts in a secure, browser-based environment.

TRUSTS

Simplify the complexities of trust management. Manage distribution schedules, customer financials, and more.

HUMAN RESOURCES

Keep your employee records secure and accessible. Upload performance reviews, time cards, or anything else.

DEPOSITS

Streamline your deposit workflow. Instant access to signature cards and other deposit-related documents.

OPERATIONS

Need a better way to organize contracts, legal documents, and meeting minutes? AccuAccount handles it all.

View Our Plan Options

We offer several affordable plan options. Find out which one is right for your community bank or credit union.

View Pricing Plans