• Management

The Document Management System that Your Lenders Will Actually Use

Empower lenders and back-office staff with an intuitive, core-integrated document management system that they’ll actually use.

Laptop with AccuAccount surrounded by bank management icons
Document view in AccuAccount

Lender Productivity

Make life easier for your lenders

AccuAccount makes it easy for lenders to quickly find customer information. Customizable dashboards enable quick access to the lenders' most important loans, customers, and exceptions. No more wading through mounds of paper and spreadsheets. Help lenders get back to lending.

Loan Compliance

Keep loans in compliance by reducing exceptions

Automatically keep lenders and management up to date with timely exception notifications. Easily identify missing documents on important loans. Increase oversight on UCCs and collaterals. Collect and manage customer financials for a fraction of the effort.

Drag and Drop AccuAccount Imaging

Offsite Audits & Exams

Keep auditors and examiners out of your bank

Make electronic audits and exams a reality. Digitally and securely send auditors exactly what they're asking for—no more, no less. Reduce stress for your lenders, back office-staff, and management by keeping auditors and examiners out of your bank. 

Pipeline Automation

Streamline the lending process with automated pipeline management

Electronically route, review, and approve loan applications across multiple departments and branches. Eliminate paper from the loan approval process. Streamline and accelerate lending.

Stack of three lender dashboards from AccuAccount
Animation that shows how remote work with AccuAccount works

Work from Home

Quickly pivot to enable lenders and back-office staff to work remotely

Reduce risk of business interruption caused by pandemics, fires, floods, and other natural disasters. Implement a scalable and secure document ecosystem that keeps your financial institution running no matter what the world throws at you.


Integrates with 30+ cores, LOS, and the other banking apps

AccuAccount integrates with 30+ core systems along with other popular banking applications, such as LOS and other third-party systems. Reduce redundant data entry and build a highly scalable document management system.

Tax return document that is being uploaded to a bank document portal

Paperless Bank

Maximize the productivity of your entire financial institution

Take the rest of your financial institution paperless with our solutions for loan operations, deposits, trusts, and back-office teams. Digitize your accounts payable, HR documents, contracts, and other important documents.

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Whitepapers & Product Brochure

Product Overview

Download and print our product overview brochure.

Free Download

Case Study eBook

Learn why community banks opt for AccuAccount instead of core-provided modules.

Free Download

ROI Whitepaper

Take a closer look at the potential ROI of implementing a core-integrated system.

Free Download

Compliance eBook

See why scalable exception management is a key aspect of compliance.

Free Download

Ready to Take Your Bank Paperless?

15,000+ Bankers Use AccuAccount

AccuAccount frees up your lending and operation teams to focus on what matters most. Eliminate paper documents, spreadsheets, manual ticklers, and other things that slow down the lending process. Build an automated workflow that reduces risk and increases efficiency throughout your financial institution.


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Watch a brief intro to learn how AccuAccount can help your financial institution.


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A Few of Our Happy Customers


See Our Software in Action

Take an on-demand demo of AccuAccount. Learn how our software integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.