# BankPoint Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BankPoint Software - reviews, pricing plans, popular comparisons to other Banking Systems products and more. Source: https://www.capterra.com/p/136319/ARCS --- # BankPoint Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BankPoint ## What is BankPoint? BankPoint seamlessly overlays your core banking system with a simple, user-friendly solution that will dramatically improve and simplify the way your institution operates. Learn why forward-thinking financial institutions are adopting BankPoint to improve areas including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and more. ## What is BankPoint used for? [Commercial Loan](https://www.capterra.com/commercial-loan-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/) Overall rating Based on 17 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## BankPoint alternatives Highest Rated [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) [4.5 (20,610)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) Starting price $2210.00 Per User, Per Month [Learn More](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Integration Integrate with a third-party accounting system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Escalation System alerts about the need to escalate an issue or request API Application programming interface that allows for integration with other systems/databases Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws BankPoint 52 features Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems System alerts about the need to escalate an issue or request Application programming interface that allows for integration with other systems/databases Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Back-end system that processes daily banking transactions and posts updates to accounts and other financial records. Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes. Non-for-profit financial institution that is owned by all of its members Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Record customer information, purchase history, and other notes A collection of customer information such as contact details, demographics, previous interactions, etc. Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Monitor and record expenses such as purchases or charges incurred Store information about leads or contacts and track, manage and nurture them throughout the sales process Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers Assess and control risks associated with the credit process of each loan portfolio/account Observe and track the demand, usage, progress or quality of a system, product, or user Expand services to areas outside of the home location, functioning as an extension of the home location. Tracking, managing, and initiating the transfer of funds for overdue customer payments Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Banking and financial services designed for clients with a high level of income and/or sizable investment assets. Analyze and gain insights into data in real-time Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Division of banks that focus specifically on retail customers. Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Plan availability and assign specific time slots for tasks and resources Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Track the status over time for a request, process, asset, or transaction Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Monitor or audit historical and current transactions to analyze customer account activities Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Features 4.5 (15) 4.5 Based on 15 reviews ## Pricing Value for money 4.5 (13) ### Starting price Free trial available Value for money 4.5 (13) 4.5 Based on 13 reviews ## Integrations [ FCRM Insurance](https://www.capterra.com/p/2091/Fiserv-Insurance-Administration/) ## Support, customer service and training options Customer Service 4.8 (17) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (17) 4.8 Based on 17 reviews ## User reviews Overall rating 4.6 Based on 17 reviews Filter by rating 5(14) 4(2) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent AB Andrew B. Director of Credit Admin Banking ### "A Great Software with Amazing Employees" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 30, 2020 BankPoint was a crucial part of our process for PPP loans. It has cut down our reliance on spreadsheets to handle workflow and pipeline reporting. Additionally, in going through a core conversion, BankPoint was critical to our success for getting month end reporting right. They were also able to map to both cores' imaging software simultaneously for a seamless view of what we had in the file before our images were moved from FISERV Director to Jack Henry Synergy. Pros BankPoint helps control the chaos with workflow, mapping to core(s), and working with other software. The software is intuitive and easy to set up. The team at BankPoint is responsive and helpful. While working with them, their knowledge base has helped us refine our processes. We see BankPoint as a strategic partner rather than just another vendor. Cons I have difficulty in finding anything we don’t like about BankPoint. When you bring up any features that are missing or could be improved, BankPoint is quick to respond and are receptive to ideas about the software. When they receive a request, they quickly 1) show us how we could accomplish the task through a capability that already exists in the system or 2) find out if changes are feasible. BankPoint will not solve for every want, but they value your opinion and take it into account when developing the software further. Alternatives considered [nCino Cloud Banking Platform](https://www.capterra.com/p/140944/nCino/) Reasons for choosing BankPoint From our comparison, BankPoint was the right mix of capability, user-friendliness, and price. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2020 Hi Andrew, Thank you for the great feedback! We are very happy to have you and your team as customers and partners. We value your input and appreciate your ideas about the software. We hope to continue this partnership for many years to come. JV Janice V. EVP Director of Loan Operations Banking ### "EVP Loan Operations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2020 Excellent Pros The simplicity of the system makes it very user friendly Cons We have not had any bad issues. We have received great and quick service. Reasons for choosing BankPoint Simplicity Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2020 Hi Janice, Thank you for your feedback. We are happy to hear you find the system user friendly and are pleased with our customer service. DH Debbie H. VP, Product Manager Treasury Management Financial Services ### "BankPoint, the easiest part of On-boarding!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2020 My department uses BankPoint for the Document Preparation piece we call DocExpress. I would prefer to work with BankPoint over all the other vendors I support. When I say they are responsive, I mean same day in most cases. If we have any problems, they are fixed in a matter of minutes, not hours or days. The staff has always been pleasant and respective. We have a great working relationship. Pros The ability to design the product around our procedures. We did not have to "take what you get" but rather, BankPoint took our ideas and delivered them in the product. As we have added a very detailed product to our product line, we have found that BankPoint is most flexible and efficient in brainstorming on how to best on-board the product. The BankPoint staff is always available and responsive to our questions and urgent needs. Cons Sometimes the tasks built into the process can be so simple or repetitive that I am concerned that users will just check them off without thinking whether they actually did the task. Reasons for choosing BankPoint We have used BankPoint for other things within the bank and have been truly satisfied in all other areas. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2020 Hi Debbie, Thank you for the kind words! It was a pleasure to work with you to bring DocExpress to life. It was a great addition to BankPoint, and we are happy to hear our goal to help your team with their daily activities was also achieved. Please feel free to reach out to discuss ways to enhance the task tracking feature. BD Brunilda D. EVP Director of Deposit Ops Banking ### "Titan Bank review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 25, 2020 Great experience overall. Quick turnaround and exceptional knowledgeable staff. Pros The product is extremely easy to use - user friendly. Cons No cons. I need to spend some time on developing the deposits side. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor December 28, 2020 Hi Bruna, Thank you for your feedback. It is wonderful to hear you are having a great experience with BankPoint. Our team is here for you if you have any questions about the deposits side. JL Jo Lynn D. Senior Vice President Financial Services ### "A True Partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 17, 2019 We call BankPoint "the best vendor ever". They are all knowledgeable, friendly, efficient and responsive. We could not ask for a better partner. Pros The people who work at BankPoint are truly exceptional and a rare breed in a vendor. They are knowledgeable, flexible, efficient, organized and responsive. The customer views and ease of reporting have been extremely beneficial. Cons The software was not as configurable as we had thought originally but BankPoint staff have been great to help us understand their built-in processes as well as modify their software to meet our needs. Alternatives considered [nCino Cloud Banking Platform](https://www.capterra.com/p/140944/nCino/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Robin G. VP Banking ### "BankPoint review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 5, 2019 A+ Pros We had a fantastic experience working with BankPoint. Customer service and responsiveness was exceptional, especially with regard to customizing or adapting features of the application to better align with our functional needs. BankPoint was very attentive to the need for system integration in development. The greatest advantage was probably the developers' knowledge of needs from a financial services end user perspective, unlike many technology suppliers who work from the software to the application. Overall a great partner and highly recommended. Cons Implementation process with respect to mapping to the core was time-consuming but this is true of all applications. The support we received from the vendor through this process and after was stellar. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Raju A. Record to Report Manager ### "ARCS is a great reconciliation product. It has lot of features like providing auto reconciliation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 10, 2018 Pros Auto reconciliation, drill down to R12, Transaction matching, dashboard reporting, ability to load files by Admin Cons It is not offering ICS Integrations from R12 to ARCS, native connections from R12 to Cloud DM, Cloud DM security is missing Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BT Brandi T. Asset Review Manager, AVP Banking ### "Great. Easy group to work with, they offer a good product with great support." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 May 18, 2017 Improved and automated processes. Pros Ease of use and continued improvements to functionality. VSI continues to look for ways to improve their product, leveraging on the experience and knowledge of its own staff as well as its banking customers who have direct industry knowledge. They have a great commitment to "getting it right" and they work diligently to provide the best product they can. Cons Very little to not like. VSI continues to work to improve the features and functions of the product. Currently lacks a few common features; however, those features are in the process of being added to the system. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RG Robin G. VP Banking ### "Very user friendly system with adaptability. VSI is extremely responsive to needs and issues." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2017 Pros The system is very user friendly and intuitive for getting staff up to speed on its use quickly and easily. Cons There is little to object to as any issues that arise are quickly and easily addressed. Reporting could be more flexible. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TC Tara C. EVP - Loan Operations Banking ### "Fantastic software, very user friendly" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 8, 2017 Pros It's extremely user friendly and provides a lot of information all in one place. The ease of document management and tracking is extremely valuable. Cons There are a few functionality issues being resolved - date tracking, batch processing, etc. But so far, so good. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/136319/ARCS/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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