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5 Exception Tracking Best Practices to Track More Efficiently

November 29, 2022

If there’s one constant in tracking, it’s that the specifics of what is tracked changes from customer to customer. What exceptions are tracked and how they’re tracked can even vary between officers...

4 Features Your Financial Statement Analysis Software Must Have

November 11, 2022

Small banks and credit unions face a challenge as they grow–how to scale financial statement analysis as the bank’s portfolio expands. While growth clearly shows you’re doing something right, you...

How to Quickly Calculate Debt Service Coverage Ratio [Guide for Banks]

October 07, 2022

A good debt service coverage ratio analysis is the primary factor in demonstrating a business’s ability to meet its debt obligations. To complete a debt service analysis, lenders calculate the debt...

Benefits of a Tickler System Software

May 06, 2021

Because so many of our clients were keeping up with ticklers in Excel prior to switching over to FISCAL TRACKING, we sometimes have a tendency to focus on how Excel might be Slowing down your...

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