Acuity Knowledge Partners rebrands to Acuity Analytics. Read press release

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Overview : Financial Spreading Support

AI driven financial spreading solutions to support banks in optimizing their financial statements spreading processes

With over two decades of experience in delivering research and analysis services to over 600 global financial institutions, Acuity Analytics has become a leading player supporting banks and financial institutions perform financial spreading efficiently. Our automated financial spreading support ensures accuracy and efficiency, helping institutions streamline their processes. We understand the nuances of different asset classes, including Commercial & Industrial (C&I), Commercial Real Estate, Leveraged Lending, Asset-Based Lending, Dealer Commercials, etc. We have in depth knowledge of various platform and offer seamless integration with existing models and loan management systems.

We help financial institutions and banks in setting up a Center of Excellence by combining our deep domain expertise in financial spreading with AI/ML enabled financial spreading automation solution BEAT Aura. This model caters to the credit DNA of the lenders while benefiting from global best practices.

Our bespoke automation offering BEAT Aura utilizes Artificial intelligence (AI) and Machine Learning (ML) to help financial institutions and banks in achieving efficiency and accuracy in financial statement spreading tasks

Key benefits of our AI driven managed services outsourcing model is 24-hr turnaround time for time-sensitive spreads, up to 40-50% reduction in costs of financial spreading, over 99% accuracy across financial spreading and secured and fully compliant with information security guidelines.

Automated Financial Spreading - Support We Offer

End-to-end Support on Financial Spreading Platform

  • Moody’s CreditLens
  • nCino
  • CROWE
  • CLOSER
  • William Stucky
  • Black Mountain
  • Optimist
  • Bukers
  • CASH Suite
  • Baker Hill
  • Customized excel templates
  • Client proprietary platforms

Types of Spreads Covered

  • Business spreads (audited, reviewed, compiled, company prepared, tax returns)
  • Personal spreads (tax returns, personal financial statements, RE schedules)
  • Credit bureau reports
  • Borrowing base spreads
  • Global cash flow spreads
  • Rent rolls

Coverage Across Geographies

  • United States and Canada
  • United Kingdom and Europe
  • Middle East and Africa
  • Asia Pacific
  • Latin America

What Defines Us

Our Team

Rajul Sood

Managing Director, Global Head of Banking

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Pedro Armstrong

Managing Director, Head of Business Development, Americas

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Balaji Ramakrishnan

Managing Director, Head of Business Development, EMEA

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Marie Filotti

Senior Director, Head of Business Development, Asia-Pacific

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Connect with Us

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