PDF SOLUTION FOR FINANCIAL SERVICES TEAMS

Simplify Every Financial PDF Workflow

Edit, convert, OCR, organize, protect, and sign everyday financial services PDFs with less manual work.

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75%

Lower processing costs

55%

Higher document efficiency

49%

Better team collaboration

65%

Faster business processes

WHY A GENERIC PDF EDITOR ISN'T ENOUGH

Built for the documents financial services teams actually handle.

Financial services organizations manage financial statements, tax files, invoices, receipts, client records, reports, agreements, and scanned documents. UPDF helps teams process PDFs with less repetitive work and fewer disconnected tools.

UPDF brings the essential PDF work behind financial services operations into one place: convert and OCR incoming files, review and compare revisions, redact and protect sensitive information, organize document packages, and complete approvals with e-signatures.

Accounting & Tax FilesClient DocumentsReview & ApprovalAccounting & Advisory

Free Whitepaper

The Financial Services Whitepaper: Smarter PDF Workflows

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How financial services teams can reduce repetitive PDF handling.
Where OCR, AI, redaction, comparison, and signing fit the workflow.
How centralized deployment helps standardize document work across teams.

Third-party rating

User Rating 4.8 / 5

Information security certified

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Customer Success | Financial Services

Company Profile

Location: USA
Position: Operations & Compliance Manager

Plan Purchased

UPDF Enterprise Plan

Eide Bailly cut month-end close time by 65% after switching to UPDF.

“Before, accountants manually entered client receipts and bank statements from scanned paper, and month-end close season meant late nights for the whole team. UPDF's batch OCR now converts scanned documents into editable data automatically, and AI-powered financial statement analysis surfaces key figures instantly — cutting close time by 65%.”

Where UPDF fits into your financial services workflow.

PAIN POINT

Loan application data must be re-entered from paper statements.

Bank statements and pay stubs submitted for underwriting typically arrive as scans, requiring loan officers to manually key figures before review can begin.

SOLUTION: OCR + Batch Process

1Collect statements, returns, receipts, and supporting files
2Run OCR across the batch
3Verify names, dates, and identifiers
4Save standardized searchable PDFs

PAIN POINT

Account numbers remain exposed after visual redaction.

When a statement is forwarded to a compliance auditor, account numbers are often covered with a marker overlay rather than removed, leaving the digits recoverable.

SOLUTION: Redaction + Encryption

1Locate identifiers and sensitive details
2Permanently redact unnecessary information
3Remove hidden metadata
4Apply passwords and permission controls

PAIN POINT

Loan files must be assembled from documents issued by different departments.

A loan file draws statements, appraisals, and disclosures from separate systems, requiring manual assembly before it reaches underwriting.

SOLUTION: Convert + Organize Pages

1Convert attachments to PDF
2Combine statements, workpapers, receipts, and forms
3Reorder and bookmark the packet
4Compress it for secure transfer

PAIN POINT

Confirming what changed in a restated financial statement takes manual review.

When a client submits a restated statement, analysts must compare it against the prior filing figure by figure to identify what changed.

SOLUTION: AI & Compare PDF

1Summarize long policies or reports
2Compare current and proposed versions
3Flag material changes for human review
4Annotate and retain the approved copy

PAIN POINT

Loan closing is delayed while signature pages circulate by mail.

A loan file often cannot be finalized until printed pages have been mailed to the borrower, signed, and returned.

SOLUTION: UPDF Sign

1Prepare the engagement letter or agreement
2Add required signer fields
3Send and monitor the request
4Retain the completed document

What UPDF brings to financial services teams?

Enterprise-Grade Security

ISO 27001 certified, with AES-256 encryption on every file.

One License, Every Platform

Windows, Mac, iOS, and Android - no separate subscriptionDs.

Centralized License Control

Manage every member and license from one Enterprise Dashboard

No Training Required

Simple enough for any team to start using on day one.

Financial Statements Tax Returns & Workpapers Invoices & Receipts Audit Files Client Records Advisory Agreements

Accountants Tax Advisors Bookkeeping Teams Financial Consultants Audit Teams Financial Services IT

Built to fit your financial environment.

SINGLE SIGN-ON

MS Azure / CyberArk SSO

Sign-in integrates with your identity system.

BULK DEPLOYMENT

Customized MSI Package

Push to every device at once.

CROSS-PLATFORM

One License, All Platforms

Windows, Mac, iOS, Android, Web.

MEMBER MANAGEMENT

Manage Members

Centrally add/remove and control access.

LICENSE CONTROL

Authorize & Deauthorize

Reassign licenses freely, no repurchase.

COST CONTROL

Volume License Discount

Buy in bulk, lock in a lower rate.

Choose the UPDF plan that works for you.

🔥 Popular18% OFF

UPDF Lifetime Plan

One-time payment, no renewal required. Standardize document, license, and contract workflows for good.

Use on 6 devices across:

Full PDF toolkit, Enterprise Management Dashboard
MS Azure / CyberArk SSO, {{ updfLifetimeAssemblySelect ? '120GB' : '20GB' }} cloud storage

one-time

Get discount now

26% OFF

UPDF Yearly Plan

Lock in your per-user rate — future seat additions cost less, not more. Auto-renews yearly, cancel anytime.

Use on 6 devices across:

Full PDF toolkit, Enterprise Management Dashboard
MS Azure / CyberArk SSO, {{ updfAnnuallyAssemblySelect ? '110GB' : '10GB' }} cloud storage

/ user / year

Get discount now

31% OFF

UPDF Sign — Yearly Plan

Legally binding e-signatures for contracts and license agreements. Auto-renews yearly, 30-day money back guarantee.

Unlimited signature requests · AATL-certified digital signature · Real-time audit trail

US $129 / user / year

US$186.00

Get discount now

Common questions from financial services teams.

Can UPDF make scanned invoices, receipts, and tax records searchable?−

Yes. OCR can recognize text in scanned PDFs, but names, dates, totals, account details, and tax figures should be checked for recognition accuracy.

Can financial statements and client reports be edited directly in PDF?+

Yes. UPDF can edit text, images, links, and page content without rebuilding the complete document in another app.

How can teams protect confidential client and financial information?+

UPDF supports redaction, passwords, encryption, permissions, metadata sanitization, and watermarks. Teams should check the final exported copy before sharing.

Can statements, workpapers, receipts, and attachments be combined into one PDF?+

Yes. Teams can convert, merge, reorder, insert, extract, split, rotate, bookmark, and compress pages.

Can engagement letters and advisory agreements be signed electronically?+

UPDF Sign supports multiple recipients, signing order, status tracking, notifications, and completed document records.