PDF solutions for banking and financial services

Banking & Finance

Financial document workflows made efficient and secure

Pdftools provides a reliable product set designed to manage sensitive financial data confidently and at scale. Apply digital signatures, encryption, and validation, and automate the conversion of various formats into standardized PDFs to meet compliance and maintain document integrity.

Workflow automation
Batch conversion
Digital signatures
Validation
Encryption
PDF to PDF/A
OCR and data extraction

Trusted by 6,000+ industry leaders

Benefits for banking and finance

We support the demanding document management needs of the banking and finance sector so you can focus on serving clients, staying compliant, and operating efficiently.

Operational efficiency

Automate high-volume document processing with batch conversion, format standardization, and email-based workflows. Reduce manual effort, cut costs, and improve accuracy across invoices, statements, and client records.

Compliance and security

Encrypt, validate, and digitally sign financial documents—including contracts, audit reports, and regulatory filings—while maintaining confidentiality and preparing archive-ready records for compliance audits.

On-premise deployment and flexible integration

Deploy on-premise for complete control over sensitive data and integrate with email servers, watched folders, and custom APIs for automated document handling.

PDF solutions for the financial sector

Workflow automation

Enterprise-grade workflow automation for document processing

Streamline document processing with automated workflows using email, watched folders, or APIs. The Conversion Service enables you to archive, assemble invoices, convert, create dossiers, manage metadata, sign, and stamp documents, allowing you to customize processing to your needs.

See use case

Digital signature

Secure and customizable signing for PDFs

Add secure digital signatures to PDF and PDF/A files across workflows like Archive, Invoice, and Sign. Support is available for providers such as GlobalSign, Swisscom, and PKCS#11, with levels including PAdES-B-B, B-T, and B-LT/LTA. Customize based on requirements with options for certificates, timestamps, and revocation details.

See use case

Convert

Image and PDF conversions simplified

Easily convert between various formats: turn PDFs into PDF/A, create PDFs from images, or transform PDF documents into high-quality images.

See use case

PDF/A

PDF/A converter for long-term archiving

Ensure long-term accessibility with the PDF to PDF/A converter. ISO Compliant & veraPDF Valid, the Pdftools SDK converts PDF documents into PDF/A format with unmatched quality assurance.

See use case

Validate

Verify PDF and PDF/A compliancy

Utilize efficient PDF verification for ISO compliance, including PDF/A standards. The Pdftools SDK supports tailored checks for specific requirements, such as color or font usage, and provides detailed validation reports that classify errors.

See use case

OCR

Powerful OCR for searchable PDFs

Enhance PDFs with Optical Character Recognition (OCR) to make text extractable from images, scans, or image-based documents. Powered by the ABBYY FineReader Engine, OCR supports configurable languages and processing modes, adding a searchable text layer to PDFs without altering their appearance.

See use case

Merge and split

PDF document merging and splitting

Assemble pages from one or more PDF inputs and images into any combination of PDF outputs.

See use case

PDF technology that performs at scale

Our product set of developer SDKs and workflow automation helps financial institutions convert, validate, archive, sign, optimize, and process large volumes of documents daily.