Integrations built around the way brokers already work
Fin-XTract sits quietly inside your existing stack. Connect your CRM, aggregator platform and financial data sources once, and complex self-employed income turns into a clean, submission-ready number — every time.
What Fin-XTract connects to
One source of truth for income, shared across the tools that carry your deal from enquiry to approval.
CRM & Aggregator Software
Push extracted income figures, servicing notes and supporting documents directly into the deal file you already work from — no re-typing, no version confusion.
Accounting & Financial Data
Read company tax returns, financial statements and BAS documents, then normalise add-backs and trading income into one consistent view.
Document & Cloud Storage
Drop files from your existing storage, and send the finished income summary back to the client folder automatically.
Lender Submission Templates
Map your numbers onto lender-ready worksheets so every submission arrives structured the way assessors expect to read it.
Ethical, secure and audit-ready by default
Client financials stay protected in transit and at rest, every calculation is traceable back to the source document, and nothing is submitted that you haven’t reviewed. Innovation without complexity — technology that removes friction while you keep control.