All of Your Documents from All of Your Customers & Accounts
Manage customer, loan, deposit, trust, and back-office documents in an intuitive, core-integrated document imaging system that’s built for banks and credit unions.
View and share documents in a variety of ways.
Enable users to view documents in ways that streamline their jobs. "Document view" provides lenders with a visual way to explore and search customer documents. "Teller view" gives tellers and front-line staff the quick answers they need to support customers. "Customer view" provides a 360-degree perspective for back-office and administrative staff.
New Account Scanning
Scan and index a massive stack of paper in minutes, not hours.
Accelerate customer and account onboarding with barcodes and batch scanning. Barcoded documents simplify the preparation of loan files and speed up scanning. Spend fewer resources and less time scanning documents.
Drag and drop PDFs, images, and email attachments.
Simplify the management of trailing documents, such as customer financials, tax returns, flood zone determinations, and insurance. Drag and drop electronic files into AccuAccount's intuitive user interface.
eSign, LOS, & Portal Integration
Easily collect customer and account documents from anywhere.
Pull in documents directly from your LOS (loan origination system) or eSign products. Connect AccuAccount to a document portal to simplify the electronic collection of documents from customers. Reduce paper at every step of the process and increase customer satisfaction.
Streamline document management with integration to 30+ core systems.
Eliminate manual data entry by integrating AccuAccount to your core banking system. As new customers and accounts are booked to the core, AccuAccount automatically creates placeholder records for you. Know exactly where each document should go without relying on manual ticklers, spreadsheets, and checklists. Gain a structured approach to document management.
Tracking & Reporting
Integrate imaging and tracking for greater efficiency.
Built-in document tracking maximizes the impact of your imaging workflow. Exceptions automatically clear as new documents are scanned in or uploaded into AccuAccount. Trigger new exceptions automatically based on the customer or account type. Data-driven exception reports and email alerts keep everyone informed.
Additional Imaging Resources
Take the Next Step
From quality control to participations to audit and exam prep, we've only scratched the surface of what AccuAccount can do for your financial institution. Watch a pre-recorded webinar, download a whitepaper, or check out our FAQs to learn more about our software.
Registration Required: AccuAccount Demo
Watch a 30-minute pre-recorded demo about AccuAccount’s imaging solutions.
No Registration Required: Core vs. AccuAccount
No Registration Required: Integrations Overview
No Registration Required: You’re a Loan Admin…
No Registration Required: CTS Testimonial
You can scan documents into AccuAccount with any multifunction device or desktop scanner that is Twain compliant.
Yes. AccuAccount makes it easy to add pages to an existing document.
Yes. We offer drag and drop (AccuPrint) to virtually print it into AccuAccount or upload directly to a document tab.
Yes. AccuAccount has a built-in quality control feature that shows you who imaged the file and if any changes were made to the file once it is in AccuAccount.
Yes. We offer cover sheets to scan using multifunction device scanners, and we offer cover sheets for documents scanning.
AccuAccount can read “free 3 of 9” barcodes.
Yes. You can add customer and account information manually. The customer number will need to match the data coming from the core. This allows the manually added customer to “sync” up to the customer data coming from the core.