Datalogics helps banks, accounting firms, insurers, and financial technology companies automate document processing, protect sensitive data, and keep records compliant, in your own environment.
Staff retype data into forms. Sensitive information is removed by hand before documents are shared. Invoices have to meet e-invoicing formats, and records have to stay readable for years. Scanned documents can't be searched. Datalogics automates the document work financial teams do every day, so your teams spend less time on files.
Fill PDF forms automatically from spreadsheets, databases, and core systems. Import and export form data, convert XFA forms to AcroForms, add barcodes and QR codes, and flatten completed forms. Use Reader Extensions so forms stay editable in free Adobe Reader.
Create ZUGFeRD and Factur-X e-invoices: PDFs with structured invoice data embedded, readable by both people and systems. Generate invoices from structured data, or convert existing PDFs to either format to meet e-invoicing requirements.
Permanently redact personal and account data. Apply passwords, encryption, and watermarks, manage document permissions, and inspect metadata and attachments to see what a document contains before it leaves your team.
Add digital signatures to applications, agreements, and filings, including PAdES, CMS, and RFC 3161 time-stamped signatures. Flatten documents before signing so they print and archive cleanly, with a clear record of who signed and when.
Convert documents to PDF/A so statements, filings, and records stay readable for years. Reduce file size without losing quality, and optimize documents for storage, sharing, and fast loading across large archives.
Pull text by pattern or page region, search across files, and use OCR to make scanned documents searchable, including in multiple languages. Turn statements, applications, and forms into data your systems can use.
Convert Word documents, web pages, and XPS files to PDF. Add editing, merging, annotation, and page management with an SDK, the pdfRest API, command line tools, or a container, with accurate output.
Merge and split files, and add bookmarks, links, labels, and headers or footers to build loan packages, customer statements, and filing sets that are easy to navigate. Flatten and optimize them for sharing and printing.
Documents are processed under your own security and data residency requirements.
Add PDF capabilities through SDKs, the pdfRest API, command line tools, or a container.
Independently audited controls. Request our SOC 2 Type 2 report to speed up your vendor review.
Straight answers on documents, deployment, integration, and licensing.
A wide range of PDF documents, including account statements, loan applications, invoices, financial reports, tax records, customer forms, and signed agreements.
Yes. Datalogics supports ZUGFeRD and Factur-X, including creating invoices from structured data.
Yes. Form filling, data extraction, conversion, security, and optimization can all run inside automated workflows.
Yes. On-premises and private cloud deployment are both available.
Through SDKs, the pdfRest API, command line tools, or a container, depending on your system.
Flexible licensing for projects of different sizes. See Pricing & Licensing.
Tell us which documents slow your team down. We’ll show you how Datalogics software can automate the work, in your own environment.
From recordkeeping under SEC and FINRA rules to e-signatures and client reporting, see how PDF software supports the finance industry's specific compliance and workflow needs.
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Learn the benefits to the finance industry of optical character recognition for PDFs.
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A compliance-focused guide to PDF form requirements for regulated industries. Covers why XFA is not allowed in PDF/A, how flattening supports audit-trail requirements, and what each industry needs from a PDF forms processing pipeline.
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