Reporting & Audit

Analyze trends and streamline your reporting flow with Crosswise's document system and AI.

Elevate your control testing from reactive compliance to proactive risk management. Crosswise transforms manual, time-intensive testing processes into intelligent, scalable workflows that deliver deeper insights with less effort.

Real Chats. Real Efficiency.

How many complaints did we get last month?
Last month you had 47 complaints, down from 54 in March.
Great - any noteworthy trends in complaint categories or anything else we’re tracking?
Here’s a table showing the month over month trends in each complaint category over the past 6 months. The most noteworthy change is a major decrease in Reg E complaints over the last 2 months.
Nice! Can you give me a line chart showing those complaint trends over the past 6 months? I want to put it into our board slide
Absolutely! I’ve created a chart for this table: 6 month complaint trends. Would you like me to add it to a report?
I need all of our policy change logs for the past 12 months.
Let me search your policy documents for any changes made over the previous 12 months. This may take a minute.
Excellent! I've found all of your policy documents, and isolated all changes over the previous 12 months. Now I will create a table containing the complete change history and then summarize key differences across versions.
I’m giving you two spreadsheets. One is the HMDA LAR file, and the other is the loan file from core. Can you review and tell me if the HMDA LAR is missing any of the loans?
Yes. Let me compare these spreadsheets.
After analyzing the spreadsheets, loans 7451013 and 7451042 are present in the loan origination file, but are missing from the HMDA LAR file. I've created a table with the merge results for your reference.

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