Refine financial document workflows
Streamline how financial teams manage files, from loan approvals to compliance. Inkit’s File Intelligence Platform centralizes signatures, document generation, and records control with compliance-first security.
Trusted by Industry Innovators
Role-based document management for financial services
Inkit’s financial services document management software gives you secure, instant access to the files you need. Every document is encrypted, access-controlled, and audit-ready, ensuring confidentiality without slowing you down.
E-signatures for onboarding, loan approvals, and more
Speed up approvals with digital signature software built for finance. Customers can sign account forms, credit disclosures, and loan documents from any device. Inkit tracks each signature, ensuring every interaction is secure and compliant.
Develop statements with automated document generation
With loan document automation and bank statement generation software, Inkit helps you eliminate manual prep. Pre-fill templates, generate thousands of PDFs, and send packets instantly with compliance built in.
Automated records retention built to meet compliance requirements
Meet FINRA records retention and SEC 17a-4 standards without manual processes. Inkit’s records management software enforces custom retention schedules, logs every interaction, and creates immutable audit trails for inspections and internal audits.
Securely connect Inkit to the systems you already use
Inkit’s document management API and workflow automation API integrate seamlessly with your systems, enabling secure, tailored workflows while accelerating modernization of your organization.
Built for secure, compliant financial workflows
SOC 2 certified & encrpyted
Every file is secured with enterprise-grade encryption and privacy controls that meet the highest standards.
Instant, secure signatures
Enable seamless, compliant approvals with secure, browser-based e-signatures that speed up decision-making.
Personalized workflows
Route onboarding forms, credit packets, and approvals without manual steps or email follow-ups.
Policies that reduce risk
Apply document lifecycle policies once and ensure they’re enforced automatically across all departments.
Secure API access
Integrate with your existing systems through secure APIs that maintain compliance and control access.
Audit-ready activity logs
Maintain real-time, immutable logs of every document view, update, and signature for full audit visibility.
Built-in compliance for finance teams
Inkit simplifies compliance with SEC and FINRA mandates, giving you the controls and visibility needed to manage sensitive financial data across its entire lifecycle.
FAQs
Got a different question? Email us at support@inkit.com.
How does Inkit support regulatory reporting automation?
What are Inkit’s retention capabilities for FINRA and SEC rules?
Can I generate customer statements and loan documents in bulk?
How does Inkit support access control and audit logging?
Take control of financial workflows
See how Inkit gives you faster processes, stronger compliance, and full visibility into your most important documents.
Join the Waitlistor book a demo for government applications.
Trusted by Those Who Put Security First
