All of your Accounting Automated.
We help loan servicing companies integrate with accounting software, saving you time, money, and improving accuracy. We can automate journal entries, provide comprehensive reporting, and more.
Loan Servicing Automation
Your loan servicing software is already receiving ACH and check entries. You don’t need to spend time manually moving these to the accounting package.
SavviConnect
Loan entries are intercepted by SavviConnect, audit logs are created and sent off to accounting packages such as QuickBooks, Netsuite, and Sage
Journal Entries, Invoices, Check Entries, and More
SavviConnect connects to your accounting package, synchronizes your chart of accounts and allows you to automate your way! We provide the ability to capture summary or detail as well as customize your chart of accounts setup
Improved Efficiency and Accuracy
Automation of data flow between Loan Servicing and Accounting packages reduces the amount of time spent maintaining the books by 80% to 90% all while virtually eliminating human error.
Top 5 Ways Our Clients Are Using SavviConnect
Automation of Journal Entries and accounting tasks
Capture detail or summary information worry free, automated
Reconcile Accounting
Export information from the accounting package and generate reconciliation reports with ease
Lender Reporting
Create specific reports for your lenders with customized ways to visualize, or display lender specific data. Scheduled and automated
Custom Excel Reports and Documentation
Generate any custom excel output, and let SavviConnect empower you with data.
CRM Integration
Connect CRM’s such as SalesForce to get an even more comprehensive view of your business
Frequently asked questions
- I have a specific way I record Transactions to QuickBooks. Can you help?
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Absolutely. Our experienced technicians can sit down with your accounting staff to document your existing process. We'll then build an automated solution that records transactions in QuickBooks exactly to your specifications.
- Can you add loans to origination when they hit a certain deal stage in my CRM?
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Yes, CRM integration is one of our most common requests. We have extensive experience with HubSpot and Salesforce, as well as the Google and Microsoft ecosystems.
- Can you connect to Google Sheets?
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Yes, we have a built-in Google Sheets connector.
- I use Office 365 can you connect?
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Yes! We can and have connected to Office 365 for automation, filesharing and pushing scheduled reports to SharePoint.