Lender-ready credit packs, without the manual assembly
Finsensa generates the credit pack, Excel workbook and evidence bundle in one go, slashing the follow-up requests that delay your deals.
For UK lending advisers, commercial finance brokers and accountants
The End of Documentation Chaos
Submit a stronger first pack
Send the pack, workbook and supporting evidence together from the start - not in separate emails after lender follow-up.
Reduce avoidable follow-up
Give lenders clearer numbers, clearer provenance and better supporting context. Fewer requests back to you.
Stop rebuilding when the case changes
Keep outputs aligned as the case evolves instead of reassembling them manually.
Workflow
What goes in. What comes out.
You control the case. Finsensa handles the assembly.
Case inputs
Structured automatically
Your case, your judgement
What you export
Credit pack
For lender review: clean, fixed and presentation-ready
Excel workbook
For stress testing (formulas, editable assumptions)
Evidence bundle
For provenance and compliance: source files, coverage and recorded edits
Three steps
Add the inputs, shape the case once and export a lender-ready bundle that stays aligned.
Add case inputs
Upload statements, supporting documents, and case details.
Review pack readiness
Check evidence coverage, Trust Badge status, and pre-export flags. Review, adjust and confirm — every edit is recorded.
Export the full bundle
Generate the PDF, workbook, and evidence package together in one export.
Built for evidence, coverage, and auditability
Every export includes Trust Badge status, coverage checks, recorded edits, and a consistent export record.
Clear evidence sourcing behind every pack.
Gaps identified before the case goes out.
Every manual correction logged and traceable.
Consistent export record across all outputs.
Trust Badge
Each pack is labelled by evidence source so lenders can see the provenance path behind the numbers.
Gold — strongest provenance path
Highest-confidence evidence path available for the case.
Silver — verified document-based path
Verified document-led evidence with source checks applied.
Bronze — adviser-supplied path
Adviser-supplied information, clearly labelled for review.
Lenders often ask for the workbook, missing support, or additional context behind the numbers. Finsensa keeps the pack, workbook, and evidence aligned from the start.
FAQ
Questions advisers usually ask first
Clear answers on data sources, exports, security, and what Early Access actually involves.
What does Finsensa export?
A three-part bundle: a lender-ready PDF credit pack, an editable Excel workbook with stress-test tabs, and an evidence bundle covering source documents, classifications, and recorded edits.
How is client data handled?
Client data is encrypted in transit and at rest, scoped to your firm and case, and not used outside that context. See our security page for full details.
Do I need Open Banking for every case?
No. Finsensa supports document-led workflows, so you can work from the case materials you already have.
What happens during Early Access?
You get a guided setup call, direct support through your first export, and a line to the team. We keep Early Access cohorts small so the onboarding is personal and the feedback loop is tight.
Request Early Access
Apply for Early Access
For UK lending advisers, commercial finance brokers and accountants with active SME lending workflows.