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Intelligent document processing for finance

No complexity. No security risks. Enterprise-grade document management built for financial services.

Everything you need to
manage documents

Powerful features designed for modern financial services

99.9%
Accuracy

Industry-leading precision in document processing and data extraction

AI-Powered
Intelligence

Intelligent PII detection and automated redaction workflow

SOC 2
Certified

Enterprise security with complete audit trails and compliance

Bank-Grade Security

Automatic PII
redaction

Protect sensitive information with AI-powered automatic detection and redaction. All data encrypted at rest and in transit with enterprise security protocols.

  • SSN & tax ID detection
  • Address & phone redaction
  • Bank account protection

Document Security Preview

AI Extraction Preview

AI-Powered

Intelligent data
extraction

Vertex AI automatically extracts key financial data from tax documents, W-2s, 1099s, and more with industry-leading accuracy.

  • W-2 wage extraction
  • 1099 income parsing
  • Tax form analysis
Compliance Ready

Complete audit
trails

SOC 2 Type II certified with comprehensive audit trails. Meet regulatory requirements without the complexity.

  • Document versioning
  • Access logging
  • Retention policies

Audit Trail Preview

How it works

Four simple steps to secure document processing

1

Upload

Securely upload your tax documents and financial files via drag & drop

2

Automatic Redaction

AI automatically detects and redacts sensitive PII in seconds

3

Review & Approve

Review redacted documents and approve for processing

4

Extract Data

Extract key financial data for downstream systems automatically

Ready to streamline your
document processing?

Join leading financial institutions using File Vault for secure, automated document processing.