AssetReader Version Comparison

FinSoft offers four versions of AssetReader to support different ABL workflows — from field examinations to loan operations, borrower-side automation, and API-based system integration. All versions share the same underlying file format and import engine, ensuring consistency across desktop, hybrid, and cloud deployments.

Version Overview

AssetReader — Full ABL import, ineligible calculation, and analysis system for field exams and operations.

AssetImport — Operations-focused import and upload tool for lender systems.

AssetReader-Web — Borrower-side and lender-side cloud portal with automated parsing.

AssetReader-Web API — API interface for system-to-system integration.

Version Comparison Table

The table below compares all four versions across features, capabilities, and deployment options.

Description of Features Desktop Web SaaS AssetReader AssetImport AssetReader-Web AssetReader-Web API
INTENDED USER: For Field Exam / Audit✔✔
For Operations✔✔
Audit Setup Used by Operations / Operations Setup Used by Audit✔✔✔
Allows Enabled Operations Systems to Receive Data✔
User Uploads Into Existing Operations System✔
API Interface for Server Calls to Run Models From AssetReader or AssetImport✔
IMPORT: Direct Import From AssetReader and AssetImport Models✔✔✔
Use to Assist Audit Data Gathering✔✔
Predefined Setups for AR Agings, AP Agings✔✔✔
Predefined Setups for Inventory and Inventory Sales/Usage✔✔✔
Predefined Setups for Sales, Cash, GL✔✔✔
Predefined Setups for Customer Addresses and Vendor Addresses✔✔✔
Imports Text, PDF, Excel, Word, RTF, HTML✔✔✔
Aging Imports: Invoice Agings, Summary Agings and Unaged Invoice Lists✔✔✔
Import / Trap Using Different Levels in the Report✔✔✔
Eliminate Headers, Footers, Subtotals, Other Unwanted Rows✔✔✔
Eliminate Totals✔✔✔
Convert Dates to One Common Format✔✔✔
Import Multiple Reports at the Same Time (e.g., 15 agings)✔✔✔
Import From Different Accounting Systems to a Consolidated / Unified / Combined Report✔✔✔
Use to Assist Operations Ineligibles and Analysis✔✔
Convert Currencies for Entire report or country codes in the report✔✔✔
Description of Features Desktop Web SaaS AssetReader AssetImport AssetReader-Web AssetReader-Web API
INTENDED USER: For Field Exam / Audit✔✔
For Operations✔✔
Audit Setup Used by Operations / Operations Setup Used by Audit✔✔✔
Allows Enabled Operations Systems to Receive Data✔
User Uploads Into Existing Operations System✔
API Interface for Server Calls to Run Models From AssetReader or AssetImport✔
IMPORT: Direct Import From AssetReader and AssetImport Models✔✔✔
Use to Assist Audit Data Gathering✔✔
Predefined Setups for AR Agings, AP Agings✔✔✔
Predefined Setups for Inventory and Inventory Sales/Usage✔✔✔
Predefined Setups for Sales, Cash, GL✔✔✔
Predefined Setups for Customer Addresses and Vendor Addresses✔✔✔
Imports Text, PDF, Excel, Word, RTF, HTML✔✔✔
Aging Imports: Invoice Agings, Summary Agings and Unaged Invoice Lists✔✔✔
Import / Trap Using Different Levels in the Report✔✔✔
Eliminate Headers, Footers, Subtotals, Other Unwanted Rows✔✔✔
Eliminate Totals✔✔✔
Convert Dates to One Common Format✔✔✔
Import Multiple Reports at the Same Time (e.g., 15 agings)✔✔✔
Import From Different Accounting Systems to a Consolidated / Unified / Combined Report✔✔✔
Use to Assist Operations Ineligibles and Analysis✔✔
Convert Currencies for Entire report or country codes in the report✔✔✔
Raw Data Cleaned Up After Import✔✔✔
Summary Aging of Reaged Invoices (AR and AP)✔✔✔
Detailed Aging of Reaged Invoices (AR and AP)✔✔✔
Ineligible Summary by Category (for AR and Inventory)✔✔
Ineligible Detail by Category (for AR and Inventory)✔✔
Ineligible Detail by Customer✔✔
Risk Alerts on Specific Customers, Invoices and Balances✔✔
Calculated vs. Borrower AR Ineligible Variances✔✔
Top 5, 10, 15, Etc. for AR and AP✔✔
Show Recalculated Inventory Value vs. Borrower Value✔✔
Automatically Joined Inventory and Usage Reports✔✔
Calculated Inventory Turnover and Slow Movement using any of 7 methods✔✔
Calculated Inventory Age✔✔
Calculated Inventory in Excess of Some Time Limit✔✔
Sales, Cash and GL to Debit and Credit Columns✔✔
AR, AP and Inventory Stats by Transaction Code✔✔
Customer Addresses and Vendor Addresses✔✔
Export Cleaned-up Data to Excel or PDF✔✔✔
Export Cleaned-up Data to Enabled Operations Systems✔✔
Export Workbooks with all Workpapers✔✔
Export Data to AssetWriter Field Exam Software✔✔
Export Data to AssetArchive Data Trends and Analytics Software✔✔
Export Data to AssetArchive for Confirmation Module✔✔
Processes using 64-bit Windows Operating System✔✔✔
Plays well in Citrix, VMs or Remote Desktops✔✔✔
Data Stored on Local Computers (LAN, WAN, Cloud)OptionalOptionalOptional
Data Stored on FinSoft ServersOptionalOptionalOptional
Hosting by FinSoft for Web InterfaceOptionalOptionalOptional
Hybrid Hosting - Web Interface at Lender and API is from FinSoftOptionalOptionalOptional
No dependencies / No Requirement for MS Office✔✔✔✔✔✔

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