Banking financial data automation

Financial data automation

Gain efficiency and improve accuracy with financial automation software designed for commercial lending. Get only the most relevant data mapped into your spread and risk systems seamlessly. 

Stop hand-keying financial data.

Free up more time for analysis with data automation for faster decision-making.

Get a better handle on borrower financial data

How are you increasing productivity and improving accuracy to keep up with the competition? Our financial data automation solution, customized for lenders, is built to support your predictive analytics, quicker decisions, and frequent monitoring. See how it works up close and in person. Contact us for a one-on-one demo.

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Financial automation for faster decision-making

Robust financial data extraction
Extracts only the necessary financial data to convert into a consumable electronic format
Automated mapping
Seamlessly maps documents and data into your spread systems to save time and reduce errors
Timely alerts and reminders
Notifies borrowers and internal personnel about pending submissions and past-due situations to keep processes moving
Simplified tracking
Provides visibility to the status, due dates, and grace periods of all inbound required submissions in one place for efficiency
Robust financial data extraction
Extracts only the necessary financial data to convert into a consumable electronic format
Automated mapping
Seamlessly maps documents and data into your spread systems to save time and reduce errors
Timely alerts and reminders
Notifies borrowers and internal personnel about pending submissions and past-due situations to keep processes moving
Simplified tracking
Provides visibility to the status, due dates, and grace periods of all inbound required submissions in one place for efficiency

Stop hand-keying financial data

See how our financial automation tool, designed with a patent-pending* technology, can reduce cost, create efficiency, minimize error, and improve auditability and transparency.
Financial Data Automation

Commercial lender benefits

  • Keep a close eye on your credit administration
  • Deliver a single process for all inbound documentation
  • Provide loan-level document exceptions
  • Learn mapping of documents from user interactions once, and fully automate all submissions thereafter
  • Resolve incorrect or partial document submission issues quickly

Request a demo

Take the next step to power your business transformation

Discover a data automation tool that can help you innovate and grow without adding staff. Contact us today and let us know how we can help.
Jeff Schmidt
Jeff Schmidt
Principal

* The Crowe Financial Data Automation solution was invented by Jeff Schmidt of Crowe. A patent is pending for the Crowe Financial Data Automation solution.