Why do spreadsheets fail for compliance tracking?

Spreadsheets lack accountability, automation, and audit trails. They don't send reminders, can't capture evidence, and become stale quickly. When multiple people edit them, version control becomes a nightmare.

What's the risk of missed policy reviews?

Missed policy reviews can result in examiner findings, increased regulatory scrutiny, and in severe cases, enforcement actions. More practically, outdated policies create operational risk.

How do growing teams handle policy tracking?

Growing teams need systems that scale—automated task generation, clear ownership assignment, deadline tracking, and evidence capture. Manual methods break down as complexity increases.

Compliance Challenge

Manual Policy Tracking

Most compliance teams still track policy reviews, attestations, and recurring obligations using spreadsheets and calendar reminders. This approach worked when regulations were simpler and teams were smaller. Today, with expanding regulatory requirements and lean teams, manual tracking creates gaps, missed deadlines, and audit findings.

The Pain Points

•Spreadsheets become outdated quickly

•No accountability for task completion

•Difficult to prove work was done on time

•Manual reminders get ignored or lost

•No visibility into overall compliance posture

The Real Cost

Missed policy review deadlines

Audit findings for documentation gaps

Hours spent updating and reconciling spreadsheets

Risk of regulatory violations

There's a Better Way

Modern compliance operations convert policies into automated workflows with clear ownership, deadlines, and evidence capture built in.

Explore Solutions

Frequently Asked Questions

Related Challenges

Regulatory Change Overload

Keeping up with federal and state regulatory changes is overwhelming your team.

Compliance Team Burnout

Your compliance team is drowning in manual work instead of strategic analysis.

Stop struggling with manual policy tracking

See how leading institutions have solved this challenge with Canarie.