Documents to lender-ready export in under 30 minutes
Finsensa flags the readiness points lenders commonly follow up on, then generates the complete bundle (PDF credit pack, Excel workbook and supporting documents) with your sign-off before export.
For brokers, advisers and accountants working on SME lending cases.
Client document collection time is separate.
Credit Pack PDF
For the lender's credit decision
Excel Workbook
For stress-testing assumptions
Supporting Documents
For the lender to verify the case
Why advisers use it
Spot what lenders will ask — before the case leaves your desk
Most lender follow-up requests are predictable. Finsensa finds them before submission, not after.
Catch what lenders commonly ask about, before you submit
Coverage, concentration and repayment story are checked before every export, so you see the likely follow-up points before the lender does.
Everything the lender needs, in one bundle
PDF credit pack, Excel workbook and supporting documents generated together, so the case does not get drip-fed after questions come back.
Your name is on the case. Make sure it holds.
Nothing is exported until you approve it. Your sign-off is recorded before the pack reaches the lender.
Evidence trail
What every export carries
Every export shows where the numbers came from, what was checked and who approved it.
Trust Badge
Each pack is labelled by evidence source so lenders can see the provenance path behind the numbers.
Bank Verified - strongest provenance path
Data confirmed directly by the bank via Open Banking. Highest-confidence evidence path available for the case.
Document Verified - document-led evidence path
Uploaded bank statements and official documents, OCR processed with source checks applied.
Adviser Supplied - adviser-provided evidence path
Data provided by the adviser via CSV or manual input. Clearly labelled for lender review.
Lenders often ask for the workbook behind the narrative, the documents behind the numbers, or added context on a specific line. Finsensa keeps those outputs aligned from the start, so the answer is already in the bundle.
How it works
From documents to signed-off export in under 30 minutes
Not a template tool. A structured workflow that ends with a complete, traceable bundle ready for lender review.
Bring in the documents
Add bank statements, facility details and supporting documents. Finsensa builds the cash forecast and key credit metrics automatically, ready for your review.
Review readiness before you send
The points lenders commonly follow up on are flagged automatically. Review each one, address what needs addressing - the export does not proceed until you approve.
Export a complete three-part bundle
PDF credit pack, Excel workbook and supporting documents generated from the same reviewed case, so the numbers and evidence are already there when the lender asks.
FAQ
Questions advisers usually ask first
Clear answers on data sources, exports, security and what Founding Member Access actually involves.
Founding Member Access
Apply for Founding Member Access
For brokers, advisers and accountants working on live SME lending cases. Priority onboarding, direct founding-team support on your first live case, and preferential pricing when paid tiers open.
Founding Member Access is free during this phase. Post-pilot pricing starts at £55/pack or £399/month — founding members lock in a preferential rate before that activates.
Best fit today: brokers and advisers with a live SME lending case ready to start this week.