Turning Financial Data into Clear Insights, Fast.
Expert analysis and custom reporting for asset-based and other commercial lending, trusted by banks, borrowers and auditors.
Our Solutions
Portfolio Analysis
Deep evaluation of AR/AP and Inventory.
Borrowing Base Certificate Support
Fast, compliant BBC creation.
Specialized Reports & Services
No task too specific.
How We Work
The goal is helping lenders and borrowers make smarter decisions with custom financial data services that uncover risk, validate collateral and streamline reporting.
Step 1:
We Listen
We tailor every engagement by first understanding your systems and objectives.
Step 2:
We Translate
From multiple spreadsheets to
elegant PDFs and Excel reports, fast, secure and accurate.
Step 3:
We Deliver Confidence
Our outputs reduce
time to verify collateral and make decisions with clarity.
“My firm provides field exam services to a number of domestic lenders, and we regularly get data files in a format that cannot be electronically processed or analyzed. We rely on Chris and his team at CSI to convert these files into Excel – CSI is quick and responsive to our requests, which gives us the ability to then perform our work in a highly efficient and effective manner. This has saved us a number of man-hours over the years and has allowed us to remain competitive in both our pricing and the overall quality of our work.”
—Joel Good, CPA. Old Compass Financial
What Are Your Current Challenges?
- Inconsistent Borrower Data
- Manual BBC Processing
- No audit trail or version control
- Too much back-and-forth with clients
- Time-consuming exams
Frequently Asked Questions
What is a Borrowing Base Certificate (BBC)?
A summary of eligible collateral used by lenders to determine borrowing capacity. We help automate and validate it.
What does CSI do?
How fast can you turn around reporting?
Our average turnaround is 1–3 business days, depending on complexity.
Why should we use CSI?
CSI’s trained analysts process collateral data every day. That focus enables us to catch inconsistencies, apply lender-specific rules and deliver accurate, audit-ready outputs faster and more reliably than internal teams juggling multiple priorities.