No complexity. No security risks. Enterprise-grade document management built for financial services.
Powerful features designed for modern financial services
Industry-leading precision in document processing and data extraction
Intelligent PII detection and automated redaction workflow
Enterprise security with complete audit trails and compliance
Protect sensitive information with AI-powered automatic detection and redaction. All data encrypted at rest and in transit with enterprise security protocols.
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Vertex AI automatically extracts key financial data from tax documents, W-2s, 1099s, and more with industry-leading accuracy.
SOC 2 Type II certified with comprehensive audit trails. Meet regulatory requirements without the complexity.
Audit Trail Preview
Four simple steps to secure document processing
Securely upload your tax documents and financial files via drag & drop
AI automatically detects and redacts sensitive PII in seconds
Review redacted documents and approve for processing
Extract key financial data for downstream systems automatically
Join leading financial institutions using File Vault for secure, automated document processing.