nitro for financial services

PDF, eSignatures, and Document Automation Solutions for Finance and Accounting

Nitro for financial services provides secure PDF editing, electronic signature, document automation, and AI-powered tools to help financial teams create, review, sign, share, and manage contracts, disclosures, forms, reports, and other business documents.

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Finance and accounting need	Nitro offering
Document productivity	Create, edit, convert, organize, annotate, and share PDFs
Financial documents	Create, edit, review, and manage invoices, contracts, reports, and other financial PDFs
Forms and approvals	Create and fill PDF forms and route eligible documents for electronic signature
Electronic signatures	Send documents for electronic signature and track signing activity
Document automation	Automate recurring document tasks with templates and AI-powered tools
Data extraction	Extract information from PDF forms and tables
Document redaction	Identify and permanently redact sensitive information with Nitro Smart Redact
Collaboration	Review, annotate, share, and sign documents digitally
Security and compliance	Encryption, access controls, secure eSignatures, ISO 27001, SOC 2, HIPAA assessment, and QTSP accreditation
Analytics	Track document usage, adoption, time and cost savings, ROI, and sustainability metrics
AI productivity	Summarize documents, answer questions about PDF content, extract data, and create forms

on-demand Webinar

Financial Services: Accelerating Document Workflows in Financial Services

Watch our on-demand webinar with experts from IDC and Nitro for an insightful discussion on how modern solutions like AI are transforming financial services processes to boost efficiency, ensure compliance, and enhance customer experiences.

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How Nitro supports finance and accounting document workflows

Digitize financial forms and approvals
Create, edit, fill, share, and manage digital forms for invoices, approvals, client information, internal processes, and other finance workflows.
Simplify electronic signatures
Securely send contracts, approval documents, client agreements, and other eligible documents for electronic signature and track signing activity.
Review and organize financial documents
Use PDF editing, annotation, conversion, OCR, and organization tools to manage invoices, contracts, reports, statements, regulatory documents, and other financial records.
Support distributed finance teams
Employees, clients, partners, and other authorized recipients can review, complete, share, and electronically sign documents from supported devices.
Protect sensitive financial information
Use AI-powered tools to summarize documents, extract information from forms and tables, create fillable forms, and support other recurring PDF tasks.

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How Nitro automates finance and accounting document workflows

Nitro helps finance and accounting teams digitize document-heavy processes involving invoices, contracts, approvals, financial reports, compliance documents, and other PDFs.

Common finance and accounting document workflows include:

Create and edit: Prepare invoices, contracts, financial reports, and approval forms
Review: Annotate and collaborate on documents before they are finalized
Prepare forms: Create and fill PDF forms for client intake, approvals, and invoices
Send and sign: Send eligible documents for electronic signature and collect signatures from clients, employees, and vendors
Track: Monitor electronic signature activity and document usage
Extract and analyze: Use Nitro AI to summarize documents, answer questions about PDF content, and extract data from forms and tables
Measure results: Use Nitro Analytics to track usage, adoption, time and cost savings, ROI, and sustainability metrics

Salesforce

Request signatures, add signers, track approvals, and securely store confidential financial documents - all without leaving Salesforce.

Microsoft 365

Embed Nitro’s functionality directly into Microsoft 365 applications to streamline document editing, collaboration, and approvals across teams.

iManage

Integrate Nitro with iManage to ensure secure, compliant handling of contracts, client agreements, and regulatory documents.

Invoice management

Create, edit, fill, review, share, and manage PDF invoices and related financial documents.

Financial reports

Create, edit, review, annotate, convert, and share financial reports and other PDF-based reporting documents.

Contracts & agreements

Create, edit, review, share, and sign contracts with clients, vendors, employees, and other parties.

Approval forms

Create and fill PDF approval forms and route eligible documents for electronic signature.

Regulatory & compliance

Create, review, organize, share, and protect regulatory and compliance-related PDFs.

Taxes & accounting

Manage PDF-based tax, accounting, reporting, and supporting documentation.

Audit documents

Organize, review, annotate, and share documents used in internal and external audit processes.

HR & benefits

Manage employee forms, benefits documentation, agreements, and related PDF-based records.

Free Guide

Secure and Compliant Digital Solutions for Financial Services

Answering the global call for secure document digitalization should not be so complicated and costly for financial services organizations. Read our guide and learn how to simplify digital transformation.

Download the guide

Equiniti reduced costs by 89% By Switching to Nitro

Case Study: Equiniti Reduced PDF Costs 89% by Switching to Nitro

Read the customer story

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How to Accelerate Digital Transformation in Financial Services & Insurance Institutions

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Case Study: Keytrade Bank Achieves 100% Digital Customer Experience with Nitro

Read the customer story

How Nitro protects financial documents

Finance and accounting organizations handle sensitive client, financial, commercial, and operational information. Nitro provides security controls and compliance certifications or assessments designed to help organizations protect documents and data throughout digital document workflows.

Encryption for data in transit and at rest
Access controls and authentication
Password protection
PDF redaction
Secure electronic signatures
eSign audit trails
Security monitoring
EU-U.S. Data Privacy Framework participation

ISO 27001
Safeguard client and corporate financial data with certified information security management standards.
SOC 2
Ensure secure storage, access control, and processing of sensitive financial documents across teams and systems.
HIPAA
Maintain compliance for employee health records and related PHI when handling insurance, benefits, or workplace health data.
QTSP
Enable legally binding digital signatures that meet global standards for financial agreements, approvals, and audits.

How does Nitro help finance and accounting teams manage PDF and eSign workflows?

Nitro combines PDF editing, forms, electronic signatures, AI-powered document tools, and analytics in a document productivity platform. Finance and accounting teams can use Nitro to create, edit, review, share, sign, and analyze documents such as invoices, contracts, reports, forms, and approval documents.

Is Nitro compliant with financial industry regulations?

Nitro maintains internationally recognized security and compliance certifications and assessments, including ISO 27001, SOC 2, HIPAA, and QTSP accreditation for applicable products and services.

Can Nitro integrate with existing financial and IT systems?

Yes. Nitro provides integrations for business applications and workflows, including integrations with Salesforce, Microsoft 365, and iManage. Nitro also provides APIs for certain products and services.

How does Nitro support secure approvals and audits?

Nitro can support approval workflows by allowing teams to create and fill PDF forms, send eligible documents for electronic signature, collect signatures, and track signing activity. Nitro Analytics also provides document productivity and eSign usage data, while Nitro Sign provides signing activity and workflow analytics.

Can Nitro automate repetitive finance tasks?

Yes. Nitro AI includes tools for document summarization, question answering, form data extraction, table extraction, form creation, and AI-assisted redaction. These tools can support repetitive document tasks involving financial forms, reports, invoices, contracts, and other PDFs.

How does Nitro support collaboration across finance and accounting teams?

Nitro allows teams to edit, annotate, share, review, and electronically sign PDFs digitally. Users can work with documents across supported Windows, Mac, and iOS environments, depending on the Nitro product and workflow.

What ROI can finance and accounting teams measure with Nitro?

Nitro Analytics provides dashboards and reporting for usage, productivity, time and cost savings, sustainability impact, and ROI. This gives organizations data they can use to evaluate the results of PDF and eSign workflows.

Can Nitro scale to support enterprise finance operations?

Nitro offers products and administrative capabilities for organizations and teams, including centralized administration and analytics for Nitro PDF and Nitro Sign. Nitro's enterprise capabilities vary by product and plan.

Can Nitro protect sensitive financial information?

Yes. Nitro provides security measures including encryption, access controls, authentication, password protection, and redaction. Smart Redact can identify more than 30 categories of sensitive PII and permanently remove identified information after user review.

Can Nitro help finance teams redact confidential information?

Yes. Nitro Smart Redact uses AI and natural language processing to identify more than 30 categories of sensitive PII, including information in scanned documents and images. Users can review and adjust suggested redactions before permanently applying them.

Can Nitro help with invoices and accounts payable workflows?

Yes. Finance teams can use Nitro PDF to create, edit, fill, review, organize, and share invoice documents. Nitro's AI-powered extraction tools can also extract information from PDF forms and tables into structured, editable Excel files.

Can Nitro help with financial reporting and audit documents?

Yes. Nitro PDF provides tools for creating, editing, converting, organizing, annotating, and sharing PDFs, while Nitro AI can summarize documents, answer questions about their content, and extract information from forms and tables.

Can finance teams use Nitro for electronic signatures?

Yes. Nitro Sign allows organizations to send documents for electronic signature, collect signatures from multiple recipients, track signing activity, and manage electronic signing workflows. Nitro supports electronic signature frameworks including the ESIGN Act, UETA, and eIDAS.

Can Nitro AI help finance teams work with financial documents?

Yes. Nitro AI can summarize PDFs, answer questions about document content, extract data from forms and tables, create fillable forms, and assist with redaction. Document Assistant supports more than 80 languages.

PDF, eSignatures, and Document Automation Solutions for Finance and Accounting

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Financial Services: Accelerating Document Workflows in Financial Services

Financial services: Strongest AI policy. Highest rate of employees breaking it.

Our latest research across 1,300+ enterprise leaders finds the financial services industry has built the strongest AI governance of any industry, but carries the highest shadow AI exposure alongside it.

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How Nitro supports finance and accounting document workflows

Digitize financial forms and approvals

Simplify electronic signatures

Review and organize financial documents

Support distributed finance teams

Protect sensitive financial information