Complete Suite for Financial Document Management

Streamline your document collection, storage, and analysis with our integrated solution suite

Requester

Streamlined, professional interface for securely requesting and receiving financial documents from clients with automated follow-ups and status tracking

Reduce document collection time by 75%

  • Automated follow-up scheduling
  • Real-time status tracking
  • Custom document request templates
  • Secure client portal access

Vault

Bank-grade encrypted storage solution for sensitive financial documents with automated retention policies and compliance audit trails

GDPR compliant storage

  • End-to-end encryption
  • Automated retention policies
  • Full audit logging
  • Compliance reporting

E-mail Assistant

Smart email integration that automatically identifies and securely imports financial documents from client communications while maintaining privacy

Save 4 hours per week on email processing

  • Automatic document detection
  • Smart categorization
  • Privacy preservation
  • Seamless email integration

Affordability

Categorize expenses to automates affordability assessments using machine learning, saving hours per application

90% faster affordability assessments

  • ML-powered categorization
  • Automated affordability checks
  • Custom assessment rules
  • Rich analytical insights

Open Banking

Direct, secure bank connection for real-time statement imports with built-in verification and fraud detection, eliminating manual uploads

Connect to 5000+ banks worldwide

  • Real-time bank connections
  • Automated verification
  • Fraud detection
  • Multi-bank support