Platform Features

Discover all the powerful features that make Transmitta the leading solution for document management and financial data sharing.

Document Management

Comprehensive document handling capabilities

Document Request Management

Create and manage document requests with customizable templates and automated reminders

File Organization

Hierarchical folder structure with tagging and search capabilities

Version Control

Track document versions and maintain complete audit history

Bulk Operations

Process multiple documents simultaneously with batch actions

Open Banking Integration

Seamless banking connectivity and data analysis

Bank Connection
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Direct integration with major UK banks for real-time data access

Statement Analysis
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Automated analysis of bank statements with transaction categorization

Security & Compliance

Enterprise-grade security features

End-to-End Encryption

Top-of-the-line encryption for all data in transit and at rest

Access Control

Granular permission settings and role-based access control

Audit Logging

Comprehensive audit trails of all system activities

Compliance

UK GDPR compliant with regular security assessments

User Management

Complete user administration tools

Role Management

Define and assign user roles with specific permissions

Team Collaboration

Work together on documents with shared workspaces

User Activity

Monitor and track user actions and engagement

Custom Branding
Premium

White-label options for enterprise clients

Notifications

Comprehensive alert system

Custom Alerts

Set up personalized notifications for important events

Multi-channel Delivery

Receive alerts via email, SMS, or in-app notifications

Automated Reminders for users

Schedule automatic reminders for missing documents tasks

Analytics & Reporting

Advanced insights and reporting tools

Custom Reports

Generate detailed reports with customizable parameters

Dashboard Analytics

Visual representation of key metrics and trends

Export Options
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Multiple export formats including PDF and Excel

Scheduled Reports

Automate report generation and distribution

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