Surface a lender’s likely follow-up questions in one pass
Finsensa applies structured credit readiness checks to the case, highlights the points that need adviser review and produces a PDF credit pack, Excel workbook and supporting evidence bundle after your sign-off.
For commercial finance brokers, lending advisers and accountants handling SME lending cases.
Finsensa supports advisers. It does not lend, recommend lenders or provide credit advice.
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
Many of the questions lenders come back with are already visible in the case before it is submitted.
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.
The pack, the workbook and the source documents, generated together
Credit Pack, Financial Workbook and Supporting Documents generated together, so the case does not get drip-fed after questions come back. Every pack is source-linked, traceable and auditable.
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.
Source Documents Received — the current standard path
Uploaded bank statements and official documents, processed with source checks and adviser review. This records how the evidence reached the case; it is not independent verification against the issuer.
Adviser Supplied — adviser-provided figures
Figures provided by the adviser via CSV or manual entry. Clearly labelled for lender review.
Bank Data Verified — not available during the controlled pilot
Bank transaction data received through an approved Open Banking provider. Planned for a later phase, and subject to compliance approval before it is offered.
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 borrower documents to a signed-off lender pack, without rebuilding the model each time
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
Credit Pack, Financial 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 getting started.
Founding members
Join the pilot waitlist
We are opening access to a small number of firms at a time and will come back to you with timing. Tell us about your caseload so we can work out whether Finsensa is a fit.
Best fit today: brokers, lending advisers and SME focused accountants preparing UK term loan cases.
Not for residential mortgage brokers and not for business owners seeking finance directly - if you are looking to borrow, please speak to your finance adviser.
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