Automate Critical Financial Documents with Precision and Speed
Financial institutions depend on fast, accurate documentation. From client onboarding to reporting, precision is non-negotiable. ActiveDocs delivers document automation financial services software designed for banks, investment firms, and capital markets.
The platform automates the creation and processing of documents including agreements, confirmations, statements, and compliance reports. Intelligent templates built in Microsoft Word capture business logic and regulations, while AI-enabled document generation and intelligent document processing (IDP) draw real-time data from core systems for accuracy and consistency.
The ActiveDocs rules engine applies logic and calculations automatically, while dynamic data sources ensure pricing, terms, and regulatory references stay current. Secure APIs integrate seamlessly with CRM, ERP, and custom applications, embedding automation directly into enterprise workflows.
Built-in governance—complete with role-based access, audit trails, encryption, and version control—supports compliance with frameworks such as SOX, MiFID II, and Basel III. Whether deployed globally or locally, the platform scales effortlessly to handle large volumes of sensitive financial data while maintaining performance, security, and reliability.
