FISCAL

FISCAL

Statement spreading and exception tracking software for banks and credit unions.

Contact for Pricing

Description

FISCAL is a specialized platform that replaces manual spreadsheets for financial statement spreading and loan exception tracking in community banks and credit unions. Designed for small business lending departments, it offers consistent and standardized analysis with the flexibility to make deal-specific adjustments, ensuring accurate, efficient, and user-friendly workflows from data entry to reporting.

By centralizing exception and tickler tracking—including tax returns, financial statements, covenants, collateral documents, and insurance—FISCAL helps financial institutions easily maintain clean and compliant loan portfolios, while adapting to their unique processes and requirements.

Key Features

Standardization: Streamlined data entry and pre-built checklists for statement spreading and exception tracking

Consistency: Predictable, uniform reports and outputs across users and cases

Flexibility: Real-world tailored adjustments to accommodate deal-specific or case-by-case needs

Data Import: Efficient import of tax forms and financial data

Real-Time Reporting: Immediate insights into portfolio status and required documentation

Centralized Tracking: Comprehensive management of loan exceptions, ticklers, and document requirements

Use Cases

Financial statement spreading for small business lending

Loan exception and tickler tracking for banks and credit unions

Replacing Excel-based workflows for loan analysis

Streamlining compliance and documentation in lending processes

Enabling consistent and auditable financial analysis outputs

Description

Key Features

Use Cases

You Might Also Like

Monexa

Skipit

Feathery

QuintessenceLabs

AI Content and Name Generators Suite