for Finance Departments

Manage transaction records and handle any inbound activity

CPA firms, investment companies, and banks trust to keep uploaded documents protected while providing a seamless solution to streamline workflows and facilitate communication with clients. Features that make the ideal solution for your organization’s finance department include:

Security comes first

Our approach to encryption is paramount to your organization’s success, which is why we every self-service plan automatically secures your files and prevents plain-text data from ever being transmitted. Paired with high-security authentication techniques, you can rest easy knowing that will take every step possible to protect your data.

Accept and act on invoices

With large amounts of financial data being exchanged every day, it can be hard to keep track of data. By using a secure inbox paired with an email notification, you can be sure that the appropriate parties are notified of all activity, and then use our automation and workflows to act accordingly.