Meet AccuAccount

Imaging + Tracking, Integrated to Your Core.

Make Better Lending Decisions

Commercial loans are the lifeblood of community banks. AccuAccount streamlines the commercial lending process by centralizing customer and account info into a convenient, browser-based system. AccuAccount allows authorized employees to view, search, email, or print customer and loan documents from any computer within the institution’s network. Multiple users may access information simultaneously. And, thanks to interfaces with popular lending and underwriting platforms, you can be sure that your team is accessing accurate, timely information.


Reduce Compliance Issues

69% of community banks still rely on manual exception tracking processes (such as spreadsheets or stand-alone ticklers). AccuAccount’s integrated approach allows your institution to easily manage exceptions for credit documents, loans, and accounts. Exceptions are cleared when a document arrives, a file is scanned in, or an expiration date is changed. Custom and policy exceptions can also be configured, helping your organization reduce compliance-related issues. The system’s document scheduler allows your financial institution to set up new documents with monthly, bi-monthly, semi-annual, and annual exceptions. This means documents can be set to show up as an exception in the future (for example, title policies, deed of trust, etc). Reduce exceptions and increase satisfaction with AccuAccount’s built-in exception management feature.

Improve Customer Relationships

Checking and savings accounts are often a customer’s first interaction with your financial institution. It’s therefore vital to offer an outstanding level of customer satisfaction for deposit customers. AccuAccount helps you maintain this satisfaction by storing electronic versions of important customer files in an easy-to-access virtual file cabinet. AccuAccount provides instant access to signature cards, driver’s licenses, account information, authorized users, and potential sales opportunities. From your core system, hit a “hot key” and the matching customer page in AccuAccount appears. All documents related to a specific customer are stored together in one record that can be accessed by multiple users at multiple locations, reducing the risk of exposure that paper documents pose upon the financial institution.

Create Visibility & Control

By increasing the availability of customer documents and information, your employees will be better equipped to offer best-in-class customer service. AccuAccount pulls in vital account and customer data from more than 30 core banking systems, delivering a one-stop location of your most important banking intelligence. This translates into happier customers, more engaged employees, and greater profitability for your institution.

Take the first step to a better bank. Learn how to migrate your loans, deposits, trusts, and exceptions to AccuAccount.

Document Management

Manage credit, loan, and account documents within an intuitive dashboard.

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Exception Management

Maintain compliance with automated tracking of missing, expired, and policy exceptions.

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Total Account Management

Enhance customer service with e-document management for deposits and trusts.

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Let’s Chat

Interested in seeing a live demo of our software? Need pricing?
Chat with our team of former bankers. We’re here to help.

Software demo

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