Document Management
Documents on the record they belong to.
Vendor and customer documents, contracts, corporate records and audit proofs. Versioned, full-text searchable, hash-verified, with retention rules you set per document type.
Trusted by finance teams
Vendor & Customer Documents
KYC on the vendor record.
W-9s, bank details, certificates of insurance, NDAs and MSAs. Each document attached to the vendor or customer master with its validity tracked and expiry alerts ahead of the date. Full-text search across the document body. The auditor sees every document alongside the transactions it supports, not in someone’s email folder.
Contract Management
Contracts with the renewal calendar built in.
MSAs, NDAs, service orders, addendums, statements of work and SLAs attached to vendor and customer records. Versioning preserves every revision. Renewal calendar surfaces auto-renewals before they trigger. Full-text search returns clauses, not just files.
Incorporation Documents Vault
Incorporation documents and board resolutions, one vault per entity.
Certificate of incorporation, bylaws or the operating agreement, the EIN letter, stock ledger and cap table, board and member resolutions, and the annual reports filed with each state. Versioned, signed and cross-linked to the corporate records. Auditors, lenders and acquirers see what they need without a separate request.
Audit Evidence Packs
Per-filing evidence packs assemble themselves.
A state sales tax return for last quarter? The pack carries the return, the underlying invoices, the exemption certificates as they stood on each sale date, the filing confirmation and the workpapers. A 1099 filing? The payee records, the W-9s and the acknowledgement. One click, hash-verified at export.
Document Versioning
Old versions stay. The auditor finds both.
Every upload, edit, replacement and delete is captured with user, timestamp, IP and reason. Old versions stay alongside the current one, hash-chained. Auditors and the courts see the chain of custody, not just the latest file.
Document Full-Text Search
Search every document like it's a database.
Full-text search across native PDFs, Word, Excel, PowerPoint and OCR-extracted text from scanned PDFs and images. Filter by counterparty, period, document type and status. Match-in-context returns the file plus the page where the term appears.
Secure Document Sharing
Auditors, lenders and counsel get a link. Not a Drive folder.
Time-boxed share links carry role-based access, dynamic watermarks and view-only or download permissions. Activity logged per access (who, when, from where, what they viewed). The link expires when the engagement ends. No exit drama.
E-Signature
Signatures inline, not in a separate tool.
Contracts, NDAs and internal approvals signed inside the workflow they belong to, with the signature, the signer and the timestamp captured against the record. The signed document lands on the vendor or customer it relates to, not in a mailbox.
Buyer FAQ
What teams ask before they switch.
What document types are supported?
Native PDFs, Word, Excel, PowerPoint, images and scanned documents. Text is extracted from scans by OCR so a photographed document is as searchable as a native one. Each file attaches to the record it belongs to rather than living in a folder tree.
Can auditors get time-boxed access?
Yes. Share links carry role-based access, dynamic watermarks and view-only or download permissions, and they expire when the engagement ends. Every access is logged: who, when, from where and what they viewed.
How is full-text search done across PDFs and scanned documents?
Full-text search runs across native formats and OCR-extracted text from scans and images. Filter by counterparty, period, document type and status. Match-in-context returns the file plus the page where the term appears, not just the filename.
How are audit evidence packs assembled?
For any filing or period the pack contains the return, the supporting reconciliation, the underlying invoices and bills, the submission acknowledgement and the hash chain. It assembles on one click rather than being collected by email in the week before the audit.
Where are documents stored?
The platform runs in several regions. Each region is a separate deployment, and cross-region replication only happens where you explicitly configure it.
How long are documents retained?
Retention rules are set per document type and enforced by the system rather than by someone remembering. Set them to whatever your statutory and internal requirements demand, and the audit trail records what was kept, what was deleted and when.
Bring last quarter's documents. See the audit pack assemble.
Connect one entity, free. Upload contracts, corporate records and board resolutions. Watch them attach to the right record, become searchable and roll into a hash-verified audit pack.
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