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Document Tracking: Software vs. Spreadsheet

Should we use a spreadsheet or software to track exceptions?

Some banks rely on spreadsheets to track their missing and expiring documents. A smaller, yet sizeable, portion of banks use integrated document tracking software. Software usually costs more upfront, but it also offers long-term benefits that spreadsheets cannot provide

Download a pre-built spreadsheet to track your exceptions.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 12/04/2016

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