Back-office automation for banks
Documents are read and checked, loan files arrive complete, reconciliation runs automatically and staff review only the exceptions.
One click opens a free 30-day workspace with Back-office automation and sample data. No credit card.
The work between the systems
- Loan officers spend their time chasing missing documents.
- Every document is checked by hand, even the ones that match perfectly.
- Reconciliation breaks are found days late, in a spreadsheet.
Built for this, changed by your team
Back-office automation checks each document against the application, holds loan files until they are complete and chases what is missing, and matches statements to the ledger so only exceptions reach a person. Reports build themselves on a schedule.
Try Back-office automation with sample data
Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.
What you get
How the day goes
- 8:00Twenty documents arrived overnight. Eighteen match; two exceptions wait for a reviewer with the reason.
- 9:30A loan file is still missing a payslip after five days: the applicant gets a reminder.
- 11:00Reconciliation runs: one wire differs by $25 and is flagged to operations.
- 17:30The daily operations report is built and sent to the operations manager.
An illustrative day. Your rules, people and systems set the details.
What to measure
- Loan files complete on arrival
- Time to decision
- Documents needing manual review
- Reconciliation exceptions older than 3 days
Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.
Frequently asked
Where are the documents stored?
In your workspace, or in your own cloud storage if you choose. Every check and every change is in the audit trail.
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
More solutions
Everything Neuclon does for finance · All solutions · All apps and templates
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.