Financial Compliance Manager
A powerful, flexible financial spreading and covenant monitoring tool.
Spread Financials With Ease
Digitally import financials in seconds from accounting systems, or use our Wizard tool to map years of financial data in minutes. Easy drag and drop tools are available for mapping.
Design Your Own Covenants
No need to be locked into pre-defined, rigid covenants. Create your own financial or reporting covenants that can be uniquely applied to each borrower with no code. Create specialized models to import any type of financial information.
Automated Compliance Tracking
Automated alerts and exceptions are sent to staff when a covenant is out of compliance with override capabilities. Covenant reminders are sent directly to clients. Leverage our reporting tools to create custom reporting.
Feature Highlights
Configure with Ease
Create unlimited financial templates or covenants with no code.
Automated Spreading
Utilize the wizard tool to expedite the import of years of financial data in minutes.
Flexible Covenants Designer
Design your own financial or reporting covenants with flexible parameters for each individual borrower.
Alerts and Exception Notifications
Get instantly notified of items out of compliance and streamline your workflow.
Compliance Monitoring
Compliance monitored 24/7. Get notified when covenants are out of compliance or an override if needed.
Reporting
Monitor alerts and covenants with standard reports. Link to specialized reporting software to create your own custom reports.