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Loan Portfolio Management

Recurring data submissions and loan monitoring made easy with real-time financial data updates and alerts.

Why Strongbox

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Integrations with the most popular accounting software.

Strongbox pulls the information you need directly from the borrower's accounting software, saving you time and ensuring completeness and accuracy. (Microsoft Dynamics and Netsuite coming soon!)

Some business lending clients using Strongbox:


How loan monitoring teams use Strongbox

Risk Scoring

Use the Moody’s RiskCalcTM add-on to generate an instant probability of default score based on the world’s largest financials database.

Embed the Strongbox Widget into your loan application or create a custom portal, whichever better fits your needs.

Ongoing Monitoring

Save time with continuous, real-time monitoring on YTD financial data with triggers and alerts.

Maintain the highest level of security & privacy with our SOC 2 certification.

Your borrowers can connect to a variety of accounting systems with a single click to send the data needed for monitoring.

Use up-to-date balance sheets and income statements on clean, standardized data.

Loan Portfolio Management Insights

Ready to Try Strongbox?

Join our community of Top Accounting Firms from the Big 4 to Regional Experts. Request your free Strongbox demo today and try our Risk-Free Pilot Program.

FS Demo Form
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