Conversion Service

Streamlined document automation

Maximize efficiency and compliance in banking and financial services. Integrates with your existing document systems for processing and archiving.

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Seamlessly runs on-premise and in the cloud in <60 seconds

Conversion Service overview

Ideal for Financial Services and Banking

Comprehensive automation

Fully automate your document workflows with Pdftools - maintaining efficiency, compliance, and competitive edge!

Pdftools' document processing solution offers comprehensive automation options designed to integrate seamlessly with existing systems, such as email servers (including Exchange), watched folders on filesystems, or custom integrations via our REST API.

Automation for Finance Teams

Flexible automation options

Connect with email servers, utilize watched folders for real-time processing, or develop custom integrations using our REST API.

Ensuring regulatory compliance

Pdftools facilitates the creation of archive-ready PDFs that comply with Sarbanes-Oxley and similar regulatory standards.

Ensure that all your documents are processed with a supporting audit trail, long-term storage, and quick retrieval for compliance checks.

Comprehensive conversion

Conversion Services enables you to convert a wide array of document types into PDF format, including Microsoft Word, Excel, PowerPoint, emails, and images.

Financial institutions can effortlessly manage and archive diverse document types.

6,000+ companies already love Pdftools

Tailored solutions for your industry

Industry

Financial Services & Banking

With on-premise deployment and seamless integration with systems such as SAP and Workday, ensures operational efficiency while partnering with experts for a smooth transition and covering stringent data security demands.

Industry

Government Archives

Pdftools has firmly established itself as a cornerstone for long-term document preservation. It provides organizations with the tools to maintain accessible, compliant archives, ensuring the integrity of data and upholding public accountability.

Industry

Insurances

Tailored support for critical operations, including high-volume processing and seamless integration with essential systems, to streamline invoice processes and ensure compliance with standards like ZUGFeRD.