Early Access • Limited places

Build a complete lender-ready credit pack in under an hour.

Finsensa structures the data, builds the cash model and exports a lender-grade pack, workbook and evidence trail in one workflow.

Built for UK lending advisers, brokers and accountants

No credit card required • White-glove onboarding • Lifetime early adopter pricing

app.finsensa.com/case/overview
Finsensa/ Cases / Peak Engineering Ltd
Pre-export complete

Business lending case

Peak Engineering Ltd

Gold — Open Banking
✓ Ready to export

DSCR

1.42×

Above threshold

Coverage

94%

13-week period

Avg net inflows

£48.2k

Per month

13-Week Cash Forecast — Auto-generated

Wk 1Wk 7Wk 13

Export complete bundle

CreditPack.pdf · Workbook.xlsx · Evidence.txt

Export →

The problem every adviser knows

Advisers spend 2–4 hours per credit pack. Lenders still request "the Excel." Here's what Finsensa handles for you:

Current process (3 - 6 hours)

Chase client for bank statements (email back-and-forth)
Manually categorize 200+ transactions in Excel
Build cash-flow forecast from scratch
Format everything to look professional
Copy-paste into Word or PDF template
Lender comes back: "Can you send the Excel?" or "Missing filed accounts"
Re-export and re-send (30+ min each time)

Total: 3-6 hours per pack

What Finsensa automates

Connect Open Banking (2 min) or upload statements
We auto-categorize & flag coverage issues
Add facility request & repayment story in form
Review pre-export checklist (catches issues)
Export: PDF + Excel + Evidence Summary together
Lender has everything: immutable pack + testable workbook + audit trail
Updates take <10 min (clone-and-refresh any case)

Result: Under an hour, end to end

Cases complete in under an hour. Priority support included for Early Access members.

What goes in. What comes out.

Two inputs. Three outputs. One workflow.

You stay in control. Finsensa handles the assembly.

What you provide

We pull automatically

Bank transactions (Open Banking or PDF statements)
Companies House filed accounts (3 years)
Coverage checks and flags

You add

Facility request (amount, term, purpose)
Repayment story (what repays, when)
Accounts or management numbers (if required)
Supporting documents (optional)

What you export

1

PDF pack

For lender review (immutable, with charts)

2

Numbers workbook

For stress testing (formulas, editable assumptions)

3

Evidence summary

Source, coverage, manual edits, export ID

How it works

Three steps

Connect your data, let Finsensa build the model, review once, and export a complete lender-ready bundle.

1

Connect and upload

Open Banking or PDF bank statements. We pull Companies House accounts automatically. Add management accounts and any supporting documents.

2

We build the model, you approve it

Finsensa auto-generates a 13-week cash forecast and flags if the business can comfortably service the proposed debt. Review, adjust, confirm — every edit is recorded.

3

Export a complete three-file bundle

PDF credit pack, editable Excel workbook, and a raw data package with full provenance — one download. Lenders have everything they need. No follow-up requests.

Why lenders trust Finsensa

Full audit trail built in

The only credit pack platform that shows lenders exactly where data came from and what changed—meeting modern lending compliance standards.

Evidence Summary in every pack

Lenders can approve faster when they trust the data. Advisers can defend their work. Finsensa packs meet the same transparency standards as direct bank integrations.

Data source verification
Coverage confirmation
Manual edit history
Unique export ID

Trust Badge: Gold, Silver or Bronze

Every pack is stamped with a Trust Badge based on its data source. Lenders know exactly what they're reviewing — and you're protected by a full audit trail.

🥇
Highest confidence

Gold — Open Banking

Real-time, read-only access to verified bank transactions via FCA-regulated API. Highest provenance trust for lenders.

🥈
High confidence

Silver — PDF bank statements

Machine-parsed from official bank statement PDFs with coverage verification. Accepted by all lenders — no Open Banking consent needed.

🥉
Requires verification

Bronze — Manual data (CSV)

Adviser-uploaded transaction data when neither Gold nor Silver is available. Clearly flagged for lender review.

Why this matters: Other platforms provide "credit packs" with no data provenance. Lenders must request additional documentation to verify accuracy. Finsensa packs are self-documenting—saving days in the approval process.

Why Early Access?

We’re opening Finsensa to a select group of UK advisory firms this quarter. Each place comes with direct access to the team, hands-on support on your first live case, and pricing that locks in for life.

Dedicated onboarding

A 1-to-1 onboarding call where we walk through your first real case with you. Not a generic tutorial — your client’s data, your lender, your format.

Early Access benefit: Direct line to the product team for priority support

Shape the product

Early Access members join a small cohort where feedback goes direct to the team. Your first two exports inform what gets built next — formatting, lender preferences, edge cases we haven't seen yet.

Early Access benefit: Direct input on the roadmap — your workflows, not a committee's

Lifetime early adopter pricing

The price you join at is the price you keep — for life. Early Access members lock in their rate before public launch, regardless of future pricing changes.

Early Access benefit: 50% off public pricing, locked in permanently

Early Access • Limited places

Request Early Access

We’re opening Finsensa to a select group of UK advisory firms this quarter. Each place comes with dedicated onboarding, priority support, and pricing locked in for life.

Free access + 50% lifetime discount when public pricing launches

What you can expect from us

Application reviewed within 4 hours
1-to-1 onboarding call — your scheduling, when you're ready
First export: live case or test data — your timeline
Priority support throughout Early Access (Slack or email)

Who we're looking for

UK-based lending adviser, broker or accountant
At least one active case expected in the next 30 days
Willing to share feedback on your first two exports

Applications are reviewed on a rolling basis. Places are limited — we onboard in small cohorts to keep support quality high.

We'll send your access link here (check spam if not seen in 5 min)

No credit card
2-min to apply
Same-day reply