Enhance security and document integrity

Safeguard your financial documents with robust security measures, including password protection, watermarks, and electronic signatures.

Improve data accuracy and accessibility

Ensure precise data extraction and management with advanced OCR and metadata tagging. Facilitate accurate data retrieval and organization, and handle large volumes of documents effortlessly.

Automate financial workflows

Boost productivity and accuracy by automating and optimizing document handling tasks. Quickly convert, merge, and manage financial documents with high fidelity, streamline workflows, and reduce manual effort.

HOW WE HELP

Discover tailored solutions for every financial sector

Banks

Enhance banking operations with secure, compliant, and automated document workflows that improve processing speed and customer experience.

Ensure compliance with banking regulations through secure document management
Automate loan documentation for faster, more accurate processing
Streamline customer onboarding with automated document collection and verification

Insurance companies

Improve operational efficiency and customer satisfaction with automated, secure, and streamlined insurance document workflows.

Automate the creation and management of insurance policies
Speed up claims processing with efficient document workflows
Securely archive policies for long-term access and compliance

Financial institutions

Strengthen financial operations with secure, automated workflows that support compliance, audit readiness, and efficient document handling.

Manage investment documents securely and efficiently
Improve audit readiness with comprehensive document tracking
Automate compliance reporting to reduce manual effort and ensure accuracy

Features

Advanced security and compliance

Encrypt PDFs, set permissions, and add password protection to safeguard confidential information.

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List item: Smart redaction

Protect sensitive financial data with advanced redaction tools, ensuring compliance with privacy regulations.

List item: Electronic signatures

Add electronic signatures to financial documents to ensure authenticity and integrity.

List item: Archiving and PDF/A support

Convert financial documents to PDF/A for long-term preservation and compliance with archival standards.

Automated document processing

Leverage comprehensive features — like watermarking, merging, splitting, and advanced compression — for effective document management.

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List item: OCR for financial documents

Convert scanned financial documents into searchable formats, enhancing accessibility and retrieval.

List item: Document splitting and merging

Easily split and merge financial documents based on content, page range, or custom criteria.

List item: Comprehensive document conversion

Convert more than 100 file types to PDF and other formats, integrating seamlessly with your financial management systems.

Integration capabilities

Seamlessly connect with a variety of platforms — including Nintex, SharePoint, K2, Azure, Power Platform, and both REST and SOAP APIs — to enhance and automate financial document workflows and management.

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List item: Multilanguage support

Handle documents in multiple languages, supporting global financial operations.

List item: Microsoft 365 integration

View, edit, and save financial documents directly within SharePoint, OneDrive, and Teams, ensuring seamless collaboration across the Microsoft ecosystem.

Audit trails and tracking

Maintain detailed records of all document interactions, supporting audit readiness and regulatory compliance.

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List item: Metadata management

Utilize metadata to organize, track, and retrieve financial documents more efficiently.

List item: Form fill and submission

Create, fill out, and submit PDF forms directly within SharePoint to support efficient data capture and submission.

List item: Stamps

Add stamps to financial documents to indicate approvals, official endorsements, and other important annotations.

Frequently asked questions

What is automated financial reporting?

Automated financial reporting uses software tools to generate financial reports with minimal manual input, streamlining data extraction, processing, and output for quick, accurate insights.

How can automated financial reporting benefit my financial institution?

Automated reporting enhances accuracy by reducing human errors, boosts efficiency by speeding up report generation, and ensures compliance through consistent application of regulatory standards, helping your institution stay ahead.

What security features protect financial data in automated reporting solutions?

Robust security measures like password protection, encryption, electronic signatures, watermarks, and access control safeguard sensitive financial documents throughout the reporting process.

How does your automation solution handle risk management and incident reporting?

The platform speeds up the entire incident lifecycle — from reporting to investigation and resolution — helping risk management teams respond swiftly to compliance incidents. Automated risk assessments and documentation further support identifying and mitigating risks before they escalate.

Can automated financial reporting integrate with existing financial systems?

Yes. Modern automated reporting tools offer comprehensive integration capabilities with platforms like SharePoint, Nintex, Power Platform, and Azure, and they support various APIs to seamlessly fit into your current financial workflows.

How does automated financial reporting improve compliance and audit readiness?

By maintaining detailed audit trails, automating compliance report generation, and ensuring document integrity, automated reporting solutions simplify audit preparation and help meet regulatory requirements efficiently.

How does real-time audit reporting enhance workflow transparency?

Real-time audit reporting tracks user actions, key performance indicators, and workflow bottlenecks as they happen. This immediate visibility empowers businesses to proactively identify issues, make data-driven improvements, and ensure compliance. The result is a smoother, more transparent workflow that keeps teams aligned and projects on track.

How do you support monitoring and reporting of automated workflows?

We provide real-time monitoring and comprehensive reporting tools that offer insights into workflow performance, highlight bottlenecks, and help you make data-driven decisions. This transparency ensures your business processes continuously improve and deliver optimal results.