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Document Solutions to Improve the Workflow of Finance & Insurance

PDFelement helps financial service companies maintain the leading position by improving digital processes and daily workflow - from speeding up the loan, financial application, and claim processes to safely distributing account statements.
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about finance & insurance
About
Finance & Insurance
use pdf in finance
PDF User Cases
in Finance
pdf solution for finance
PDF Solutions
for Finance
pdf templates
Financial PDF Templates
Download [FREE]
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More Document Solutions

About Finance & Insurance.

document types
Accounting professionals work with financial statements and business cashflows - accountants are primarily responsible for creating them, while finance professionals are mainly responsible for analyzing and reporting the documents.
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pdf questions
electronic document exchange
Q1: Meet ISO 32000 standards for electronic document exchange, including special-purpose standards such as PDF/A for efficient viewing, delivery, and optimization.
streamline business processes
Q2: Eliminate paper records, streamline business processes, and decrease costs.
archive files securely
Q3: Archive both P&L files and cash flow statements securely.
confidential files
Q4: Comply with security regulations and keep financial records confidential.

Manage your PDF and document workflow with PDFelement.

Accelerate loan/finance
applications and claims processes.
"Easily turn PDF into web pages, or convert budgets from PDF to Excel for review. Compatible with other accounting software. "
convert pdf
Improve employee compliance
with electronic expense reports.
"In my work, I use program to assist my paperless office goals. It means I can send anything to print and I have a pdf record, small file to save, email, store. I am able to make notes on the Pdf as a memory aid for future audits etc."
paperless office
Securely archive both P&L files
and cash flow statements.
"I love the encryption tool of PDFelement. I can make sure that signed PDF contracts won't be printed or copied before distriction."
protect pdf
Combine 200+ file types into
a single cohesive PDF file.
"I need a lot of commercial documents to combine into one pdf document. Those files vary, xls. tiff. pdf. etc. PDFelement can do all of this."
combine pdf
Collect feedback from multiple reviewers
when creating financial reports.
"Creating PDFs from paper documents and creating interactive / fillable PDF forms for collecting data."
create pdf
Customize stamps to add name, date,
and time to documents.
"I use PDFelement for my day-to-day business needs: organizing, signing, and editing lease agreements. It really helps my work."
add stamps to pdf
Easily archive into PDF/A
and search for data.
"I'm a control freak. I like my files organized well and the pdf element has helped me achieve that."
pdf/a

How PDFelement solution works?

Use Batch creation or conversion of files and documents.
batch pdf
1 Go to "Tool" and choose "Batch Process".
2 Select a batch processing option from 11 features —
convert, edit and more.
3 Name the converted file, and click the "Save" button. Done!
Ensure all files can be
converted to a standardized PDF format.
convert pdf
1
Open a PDF file in PDFelement. Click "Convert" and select a format. View all supported formats 404
Word to PDF DOC to PDF, DOCX to PDF, DOT to PDF
Excel to PDF XLS to PDF, XLSX to PDF, CSV to PDF
PPT to PDF PPT to PDF, PPTX to PDF
Images to PDF JPG to PDF, JPEG to PDF, PNG to PDF, ICO to PUB to PDF , VSD to PDF
Other Files to PDF HTML to PDF, XML to PDF, RTF to PDF
2 Name the converted file and click the "Save" button. Done!
3 Click "Convert Settings". There are many customization options to decide the image quality and page range.
Convert paper-based documents into searchable and editable documents.
ocr pdf
1 Install and run the original version of PDFelement on your Windows or macOS computer.
2 Tap OCR PDF to browse and upload your PDF file. You'll see a pop-up window where you’ll set the Scan Option as "Scan to searchable text in image."
3 PDFelement will scan and analyze your PDF document. Now proceed to edit your PDF with more texts, image overlays, website links, signatures, feedback, and more.
Compress files to reduce storage, bandwidth, and archival costs.
compress pdf
1 Open a large PDF file in PDFelement and click Compress.
2 Select a compression ratio. The higher the compression ratio, the smaller the file size. Click Apply.
3 The PDF file will be compressed in seconds and you see the size of the compressed PDF directly. Click Open.
1 Launch PDFelement and click the "Open files" button on the Home page to add your file.
2 A pop-up message will remind you to perform OCR in the scanned PDF file. Click the "Perform OCR" button.
3 Once OCR is complete, you can edit the PDF file accordingly. Open the "Edit" tab to get started.
Set permissions and passwords to protect PDF files.
protect pdf
1 In PDFelement, and click the "Protect" tab > "Set Password".
2 To protect PDF from viewing, set an Open Password. To protect PDF from editing and printing, set a permission password.
3 Click File > Save to save the PDF file with password.
Permanently black out sensitive text and images for the utmost document confidentiality.
black out sensitive text
1 In PDFelement, click the "Protect" tab.
2 Mark the areas you want to redact.
3 Apply your redaction permanently by selecting "Apply".
Sign documents with legally binding digital signature.
sign pdf
1 Open your file in PDFelement, click Protect > Sign Document.
2 To sign with more inherent security, sign with a digital signature.
3 Save the signed PDF file.
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CFO Insight uses PDFelement's Cross-Platform Approach to Optimize Paperless Document Processing

Financial PDF templates download [FREE].

Financial Statement
Tax Form
Agreement Template
Fax Cover Sheet
Balance Sheet
Budget Template
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Personal Financial Statement Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities.
Personal Financial Statement Template
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Confidential Financial Statement Template
A financial statement is a prerequisite to apply for a loan or financial aid. The form needs to be filled up by the individual who will help the bank or the government to determine his financial capability.
Confidential Financial Statement Template
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Financial Statement PDF Template
A personal Financial Statement is an easy way to arrange your important financial information for yourself or for some other entity.
Financial Statement PDF Template
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Financial Report Sample
Creating a financial statement can be your primary requirement if you are planning on buying a home or start a new business, you need a loan.
Financial Report Sample
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Income Statement PDF Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
Income Statement PDF Template
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Income Statement PDF Download
The income statement is one of the three major financial statements used in accounting related transactions.
Income Statement PDF Download
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Sample Income Statement
The income statement is presenting the profitability of a company after a specific period of time. It is a key indicator since the profit from sales and the expenses are calculated to find out the total income.
Sample Income Statement
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Sample Income Statement PDF
Creating an income statement can help you keep track of your organization’s income during a certain period. The income statement you create will be tailored to your regular accounting needs.
Sample Income Statement PDF
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IRS W-9 Form
Form W-9 is a file that a third party who have to provide into the United States income tax system. IRS form W9 requests the taxpayer's name, taxpayer identification information and the taxpayer's address.
IRS W-9 Form
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IRS Form 1044
This is an IRS Form 1044 PDF file. You can free download IRS Form 1044 to fill, edit and print.
IRS Form 1044
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IRS 1099 Form
This is the IRS Form 1099. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 1099 Form
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IRS 941 Form
This is the IRS Form 941. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 941 Form
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IRS 8962 Form
This is the IRS Form 8962. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 8962 Form
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IRS 2290 Form
This is the IRS Form 2290. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 2290 Form
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IRS W4 Form
This is the IRS Form W4. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS W4 Form
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IRS 9465 Form
This is the IRS Form 9465. You can free download IRS Form 2290 to fill, edit, print and sign.
IRS 9465 Form
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Service Agreement Template
A service agreement is very important for small time business as well as independent individuals trying to make business with another business.
Service Agreement Template
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Business Contract Template
This is a legal agreement between two parties, and might be used in situations where services are performed for a certain fee or particular duties are necessary to be done.
Business Contract Template
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Partnership Agreement Template
A partnership agreement is the one in which two or more partners try to merge and invest to form a single entity and then sign an agreement that includes all the legal responsibilities and duties.
Partnership Agreement Template
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LLC Operating Agreement Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
LLC Operating Agreement Template
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Construction Contract Template
A construction contract is a legal agreement between two parties on the states about the details and cost of the construction project.
Construction Contract Template
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Non-Disclosure Agreement Template
A Non-Disclosure Agreement is a legal agreement between two parties who make it in a situation where the information has to be kept undisclosed.
Non-Disclosure Agreement Template
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Employment Contract Template
An employment contract is created most normally for high-level jobs as well as for older employees. This is basically an agreement between an employee and employer that sets off the employment’s terms and conditions.
Employment Contract Template
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Sales Contract Template
A financial statement is usually a form for reporting individual sources of income and expenses or personal assets and liabilities. It is a prerequisite to apply for a loan or financial aid.
Sales Contract Template
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Basic Fax Cover Sheet Template
Download this basic fax cover sheet to create, edit, fill and print.
Basic Fax Cover Sheet Template
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Basic Fax Cover Sheet PDF
Download this basic fax cover sheet to create, edit, fill and print.
Basic Fax Cover Sheet PDF
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Generic Fax Cover Sheet Template
Download a generic fax cover sheet sample, which you can customize so that it fits with the branding of your company.
Generic Fax Cover Sheet Template
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Generic Fax Cover Sheet Template
Download a generic fax cover sheet sample, which you can customize so that it fits with the branding of your company.
Generic Fax Cover Sheet Template
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Confidential Fax Cover Sheet
At the top of your confidential fax cover sheet, it is a good idea to have confidential clearly printed in large letters.
Confidential Fax Cover Sheet
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Confidential Fax Cover Sheet Sample
This is a confidential fax cover sheet that includes tick boxes and some other fields.
Confidential Fax Cover Sheet Sample
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Medical Fax Cover Sheet Template
It is very important to use a Medical Fax cover sheet to transit medical information of patients. Apart from the fact that privacy is the key, it is in line with the Health Insurance Portability and Accountability Act.
Medical Fax Cover Sheet Template
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Medical Fax Cover Sheet
This medical fax sheet sample includes the details of the facility. The name, fax and phone contact can be well written.
Medical Fax Cover Sheet
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Balance Sheet Template
A balance sheet is a financial statement that looks at an organization’s assets, liabilities and equity at the end of a specified date.
Balance Sheet Template
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Project Balance Sheet Template
Download this project balance sheet template to easily create a balance sheet for your project.
Project Balance Sheet Template
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Balance Sheet PDF Template
Making a balance sheet can help you keep track of your organization’s financial position at a certain period. The balance sheet you create will be tailored to your regular accounting needs.
Balance Sheet PDF Template
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Balance Sheet Template for Small Business
The balance sheet presents the asset line items listed below the one column and liabilities and equity items in a another column. It is easy to compare periods when all balance sheet items are presented in a vertical manner.
Balance Sheet Template for Small Business
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Proforma Income Statement
The pro-Forma income statement generates the projected income when a specific project is undertaken. As a reference from the initial income statement, some amounts are taken to predict the future outcome.
Proforma Income Statement
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Proforma Income Statement Sample
The pro-Forma income statement generates the projected income when a specific project is undertaken. As a reference from the initial income statement, some amounts are taken to predict the future outcome.
Proforma Income Statement Sample
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Proforma Financial Statement
A pro-Forma income statement basically looks similar to the conventional income statement. It shows the possible income in the next few years considering the situation.
Integrated Financial Statement
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Proforma Income Statement PDF
Creating a pro-Forma can help you recognize your organization’s income for the next period making some assumptions.
Proforma Income Statement PDF
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Dave Ramsey Budget Model
To create your own budget plan using the Dave Ramsey Budget Model, it is expected that you download a Dave Ramsey Budget Form Template called the Monthly Cash flow plan form
Dave Ramsey Budget Model
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Monthly Cash Flow Plan
This is a kind of budgeting system which believes in the use a simple, zero based budgeting system in budget planning and execution which in summary means that your income minus your expenses should be equal to zero.
Monthly Cash Flow Plan
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Household Budget Template
A household budget works in such a way that it helps you to keep control of your household expenses. Without a proper budget, it is likely that the household savings and expenditure will go over the board.
Household Budget Template
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Household Budget PDF Template
. A typical household budget template is expected to contain the sources of income and projected household expenses. A household budget template will always involve an expense report which gives a better idea of how money in being spent in the household.
Household Budget PDF Template
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Monthly Budget Template
Creating a monthly budget helps in promoting financial consistency and also in limiting unnecessary expenses.
Monthly Budget Template
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Sample Monthly Budget
A monthly budget template is a straightforward document just for the purpose of tracking income and expenses to avoid losing control of your spending.
Sample Monthly Budget
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Dave Ramsey Budget Forms
A Dave Ramsey Budget Form is created for the use of simple zero base budgeting system mostly suitable for people with unpredictable income patterns. This is a standard form already designed for this purpose.
Dave Ramsey Budget Forms
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Monthly Budget PDF Template
The monthly budget is a useful budget template for anyone who intends to cut cost in a reasonable way. It compares projected and actual expenses for a given month.
Monthly Budget PDF Template

Document solutions to improve
the workflow of Finance & Insurance.

faqs
What is Document Management?
Document management, often referred to as Document Management Systems (DMS), is a computer system and software to store, manage and track electronic documents and images of paper-based information captured through a document scanner.
faqs
What is Document Archiving & Why is it Important?
Document archiving is to securely store paper documents no longer used regularly in data mediums, like hard drives, DVDs, the cloud, etc. It's vitally essential because it gives businesses greater control over their information processes.
faqs
What Is Document Security?
Document security is the system used for all the essential documents you create, file, store, back up, deliver, and eventually dispose of when you no longer need them.
pdf organizer for finance
Top 4 PDF Organizers
  • Zotero - Your PDF research assistant
  • Mendeley - Organize your PDF references
  • Benubird PDF - Manage your document effortlessly
  • Papers - Go-to app for organizing files
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Top 5 Mac Document Management Software
  • Logical Doc - Manage documents anywhere anytime
  • eFileCabinet - Enterprise-level document mangement
  • PinPoint - More suitable for small businesses
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Open Source Document Management Systems
  • LogicalDoc - Better manage your business processes
  • Alfresco - Bring every document under control
  • OpenDocMan - Controllable access for each file

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Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.

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PDFelement Desktop + iOS

Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.

Annually One-Time Price
$99.99 $189
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$159.99 $239
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PDFelement Desktop + iOS + Cloud

Edit, print, eSign and protect documents. 100GB cloud storage for collaboration.

Annually
$129.99 $249
$129.99 $249
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