Digitize documents, automate tasks, and stay audit-ready, all with one integrated platform designed for modern financial institutions.
Unburden Your Operations. Digitize with Confidence
Design custom forms with drag-and-drop ease and smart rules to capture what you need.
Pull data out in PDF, Excel, CSV, or JSON—or integrate via API directly into your systems.
Define approval stages as your policies require—complete with automated reminders.
Give each staff member just the permissions they need; full audit trails keep you compliant.
Bank-grade encryption, secure data storage, and compliance with financial regulations.
Access forms and data anywhere, anytime with our responsive design and mobile apps.
Compare our subscription plans and choose the one that best suits your institution's digital transformation journey.
Perfect for small institutions getting started
Ideal for growing financial institutions
Advanced features for established banks
Tailored solutions for large enterprises
From Paper Chaos to Digital Order in Four Simple Steps
Provide your firm's details, and industry validation checks keep data accurate.
Assign Admin, Editor, or Viewer roles so everyone has the right access.
Drag fields, set rules, and preview in real time—then hit Publish.
Stakeholders get notified at each step; export data on demand or via API.
Encryption, Access Control, and Full Auditability
We prioritize the safety and confidentiality of your data with enterprise-grade protections that meet the rigorous standards of modern financial institutions.
Your data stays secure whether stored or being transferred.
Ensure the right people have access while keeping a clear trail for compliance.
Clear answers to help you understand how our platform supports your operations, security, and compliance needs.
Our system replaces manual paper processes with customizable digital forms. Institutions can design, distribute, and collect form data securely online—reducing errors, speeding up workflows, and cutting operational costs.
You can create any type of form your institution needs: loan applications, account opening forms, KYC documents, compliance forms, internal requests, and more. Our drag-and-drop builder supports all common field types and advanced features like conditional logic.
Yes! Our role-based access control system allows you to create custom roles and permissions for different departments, branches, or individual users. You can control who can create, edit, view, or approve forms and data.
Absolutely. We maintain compliance with major financial regulations including data protection laws, anti-money laundering requirements, and audit standards. Our platform includes built-in audit trails, data encryption, and compliance reporting features.
We use bank-grade security including AES-256 encryption at rest and TLS 1.3 for data in transit. Our infrastructure is regularly audited, and we maintain SOC 2 compliance. All data access is logged and monitored 24/7.
Experience firsthand how a clean, digital solution replaces cluttered paper processes. Schedule your personalized demo now and empower your team for success.