DATA Analysis Outsourcing

Lenders are looking for ways to improve efficiency and accuracy for ineligible calculations without increasing back‑office costs or field examination staff sizes .

With the increasing use of data downloads, lenders are learning that it is not always easy to manipulate reports with varying headers, page breaks, date formats, and other small problems .

Staff turnover places huge responsibility on lenders to maintain sustained support for data downloads .

To address these concerns, FinSoft began processing data for lenders and field examiners .

Fast, accurate, and affordable outsourcing provides timely ineligible reports, expert analysis, and significant time savings .

Many lenders are learning that outsourcing is more economical and technologically feasible than maintaining in‑house data analysis teams .

Our difference: we are an employee‑owned software company specializing in commercial finance .

• Expert analysts and programmers
• Intelligent problem solving and insight
• Consistent interface and predictable reports
• Parameters specified by you
• Electronic ineligible calculations repeated accurately
• Credits over eligible days using 3 methods
• Experiment with options in seconds
• Concentration testing with % and $ limits
• Recurring ineligible items marked automatically
• Immediate enhancements, no obsolescence
• Re‑age invoices in minutes
• List concentrations instantly
• Calculate confirmation requirements and reports
• Electronic shipping/billing tests
• Automated ineligible calculations
• Back‑office or field examiner use supported
• Inventory reports footed to reduce fraud risks
• Movement analysis of inventory (don’t lend on oldest items)
• Sales and cash journals tested electronically
• Group credit memos, debit memos, adjustments
• Field exam time reduced; examiners focus on testing, not compiling

Are your agings accurate, or are you spending too much time analyzing reports?

Worried about fraud?

Worried about staff overload?

Running a revolving door recruiting operation?

Want additional peace of mind? Outsource.

Improved accuracy, consistency, lower operating costs, and reduced fraud are just some of the benefits .

DATA Analysis saves time while improving accuracy by removing manual formatting headaches required by spreadsheets or general import tools .

Provides a turnkey, state‑of‑the‑art solution for in‑depth analysis, consistent reports, clear presentations, faster preparation, better field exam time, and cost control .

Backed by expert programmers, continuous updates, and employee‑owner technical support .

• Save time by automating aging analysis
• Improve coverage of testing
• Use electronic templates for repetitive tasks
• Perform receivable and inventory ineligible analysis faster
• Improve report accuracy with automation
• Analyze data with expert reports and more time
• Receive support and training from ABL experts
• Reduce staff frustration and turnover costs
• Control complex reports easily
• Export to AssetWriter for greater time savings

• Data file from borrowers
• Ability to receive files via internet/email
• Windows operating system
• Ample hard drive space
• Microsoft Excel
• Web browser