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.

Laptop that is surrounded by bank imaging icons and a document with a chart

Document Management

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.

Animated graphic that shows a multi-function scanner and bank documents
Drag and Drop AccuAccount Imaging

Trailing 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.

Tax return document that is being uploaded to a bank document portal
Animated graphic that shows software and core integration at a bank

Core Integration

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.

Exception Report by Officer

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

Questions?

Imaging FAQs

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.

Free Printable PDFs

Document Imaging Reports

Study of 103 Bankers

Learn how 103 other bankers approach document imaging. Imaging insights from real bankers.

Free Download

[eBook] Case Studies

Download a free case study eBook to learn why six community banks opted for AccuAccount instead of core-provided modules.

Free Download

See Our Software in Action

Register for the next AccuAccount Live, our interactive (and free!) software demo webinar. Learn how AccuAccount integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.