Finance

Document management for finance

Invoices, financial reports, and board materials, handled with executive-only access, permanent retention, and watermarking by default.

For finance and boards

Control and proof on sensitive materials

Executive-only access

Lock finance and board folders to executives with role and attribute based access, so sensitive materials are visible only to cleared viewers.

Per-viewer watermarking

On-screen previews are watermarked with the viewer's identity to deter leaks, and view-only documents can be read but not downloaded.

Permanent retention

Mark board materials and key financial records to keep indefinitely, protected by a data-layer deletion guard.

Approve, sign, and seal

Route reports and agreements for sign-off, execute with verifiable seals, and keep a complete, exportable audit trail.

Protect your financial and board records.

See executive-only access, watermarking, and permanent retention in a demo.