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.
AccuAccount looks like a loan file, offering a 360-degree view of each customer.
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.
Empower your lenders, IT team, loan admin, and senior management. Access to what they need when they need it.
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.
Scan and organize loan, credit, deposit, and trust documents.
Manage loans, deposits, trusts, and back-office documents. AccuAccount works with desktop scanners, multi-function devices, and even your inbox. Drag and drop files using our intuitive UI. Create interfaces to your doc prep and barcoding systems. AccuAccount was built specifically for financial institutions, which means you can customize document structures to fit the needs of credit, loans, collaterals, deposits, and more.
Chat with us to schedule a free demo of AccuAccount!
…or register for a free webinar to see how it works.
Clear exceptions by imaging new docs. Track with ease.
Connect the dots between your bank’s imaging and exception tracking. Unlike standalone ticklers, which must be manually updated, AccuAccount clears exceptions automatically as documents are imaged. Track missing and expiring documents, policy exceptions, tasks, covenants, and much more. Create document schedules for an added layer of exception management automation.
Chat with us to learn about AccuAccount’s tracking capabilities!
…or watch a free webinar about our document tracking.
Reduce friction with auditors and examiners. 5-minute audit prep.
Convert your financial institution’s audit and exam preparation into a five-minute task. AccuAccount allows you to select the customers, loans, collaterals, deposits, and other accounts that have been requested by auditors. These records are aggregated into a view-only format that can be accessed on-site or remotely. Export to a disc or set up a shared web portal view. Give auditors and examiners access to what they’ve asked for – no more, no less. Your auditors and examiners will love it, too!
Chat with us to schedule an audit prep demo in AccuAccount!
…or watch a free webinar about 5-minute audit prep.
Simplify loan participations. Automatic routing.
Does your financial institution need a better way to manage loan participations? AccuAccount can automate the delivery of credit and loan documents to downstream participants. As your institution adds new documents to AccuAccount, downstream participants will receive email notifications that keep them in the loop. Participants can securely access the updated documentation via FTP portal, email, or AccuAccount transfer.
Chat with us to automate your participations!
…or register for a free webinar to see how it works.
Check out our full feature suite here.
Reap the benefits of a paperless financial institution. Solutions for every function and department.
Loan tracking and imaging in one convenient system. Clear exceptions automatically as new documents are scanned.
Organize your institution’s accounts payables, invoices, and receipts in a secure, browser-based environment.
Simplify the complexities of trust management. Manage distribution schedules, customer financials, and more.
Keep your employee records secure and accessible. Upload performance reviews, time cards, or anything else.
Streamline your deposit workflow. Instant access to signature cards and other deposit-related documents.
Need a better way to organize contracts, legal documents, and meeting minutes? AccuAccount handles it all.
We offer several affordable plan options. Find out which one is right for your community bank or credit union.
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