Can you recommend a third-party confirmation tool for collecting account balances from banks and lenders?

Yes—if you’re looking for a third-party confirmation platform to collect bank and lender account balances, the most common options are:

1. Confirmation.com

• Best known and most widely used
• Supports bank confirmations, loan confirmations, cash balance requests, and more
• Widely accepted by auditors, banks, and lenders
• Good for automating requests, tracking responses, and reducing manual follow-up

2. SafeSend Confirmations

• Strong option for audit confirmation workflows
• Integrates well with firms already using SafeSend products
• Good for secure electronic confirmations and workflow management

3. PBC (PBC/Gov?) / Audit Confirmations tools from large audit platforms

• Some audit suites offer confirmation modules, though they may be less universal than Confirmation.com
• Often useful if you want it tightly integrated with your audit workflow

What I’d recommend

If you need a tool specifically for collecting bank and lender balances, Confirmation.com is usually the first place to look because it has the broadest adoption and the strongest network effect with financial institutions.

Things to check before choosing

• Whether your target banks/lenders already participate
• SOC 1/SOC 2 and security controls
• Audit trail and evidence retention
• Support for both positive confirmations and balance requests
• Pricing model: per confirmation, per user, or subscription

If you want, I can also give you:

• a side-by-side comparison of Confirmation.com vs SafeSend,
• recommendations based on small firm vs enterprise, or
• a list of questions to ask vendors during evaluation.