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 commercial finance brokers, lending advisers and accountants.
Join a small group getting priority onboarding and direct support from the founding team.
Send a stronger first submission
Keep the pack, workbook, and supporting evidence aligned before the case goes out.
Send the full case together
Deliver the credit pack, workbook, and evidence bundle in one go instead of drip-feeding documents after lender questions come back.
Reduce avoidable follow-up
Give lenders clearer numbers, clearer provenance, and clearer supporting context from the start.
Keep pace when the case changes
Update the case once and keep outputs aligned as terms, assumptions, or supporting documents move.
Workflow
From case inputs to lender-ready outputs
You shape the case. Finsensa keeps the outputs aligned.
Case inputs
Structured and checked
Your credit story, your control
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 to a lender-ready bundle
Add the case inputs, review readiness, and export the full submission pack in one flow.
Add case inputs
Bring in case details, statements, and supporting documents for the live lending case.
Review readiness
Check evidence coverage, Trust Badge status, and pre-export flags before sending the case out.
Export the full bundle
Generate the PDF credit pack, Excel workbook, and evidence bundle together.
Built for evidence, coverage, and auditability
Every export carries a clear evidence path, coverage checks, recorded edits, and a consistent export record.
Clear evidence sourcing behind each pack.
Gaps identified before export.
Manual corrections logged and traceable.
Consistent export record across 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 supporting files, workbook detail, or added context behind the numbers. Finsensa keeps those outputs aligned from the start.
FAQ
Questions advisers usually ask first
Clear answers on data sources, exports, security, and what Founding Member 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 after I apply?
We review fit, live-case readiness, and onboarding capacity. Approved applicants receive workspace access and guided onboarding support. A live onboarding call can be offered where useful, but it is not mandatory.
How much does Founding Member Access cost?
Founding Member Access is free during this phase. When paid pricing is introduced, founding members receive a preferential rate ahead of the standard price.
How long does application review take?
We aim to review applications within 5 working days. If your case timing is urgent and there is a fit, we will move faster where we can.
Is Finsensa FCA-regulated?
Finsensa is a document preparation and workflow platform for lender-ready submissions. Regulatory responsibility for advice, suitability, and submissions remains with the authorised firm or professional handling the case.
Founding Member Access
Apply for Founding Member Access
We are opening access to a small number of commercial finance brokers, lending advisers, and accountants handling live SME lending cases. Join a small group getting priority onboarding and direct support from the founding team.
Founding Member Access is free during this phase. When paid pricing is introduced, founding members receive a preferential rate ahead of the standard price.