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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
Finance & Insurance
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PDF User Cases
in Finance
pdf solution for finance
PDF Solutions
for Finance
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Financial PDF Templates
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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.
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."

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
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
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.
Customer Success | Consulting
CFO Insight uses PDFelement's Cross-Platform Approach to Optimize Paperless Document Processing

Document solutions to improve
the workflow of Finance & Insurance.

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.
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.
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
Top 5 Mac Document Management Software
  • Logical Doc - Manage documents anywhere anytime
  • eFileCabinet - Enterprise-level document mangement
  • PinPoint - More suitable for small businesses
Open Source Document Management Systems
  • LogicalDoc - Better manage your business processes
  • Alfresco - Bring every document under control
  • OpenDocMan - Controllable access for each file

Choose the PDFelement plan that works for you.

PDFelement for Desktop

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

Annually One-Time Price
$79.99 $129
$79.99 $129
$129.99 $159
$129.99 $159
PDFelement Desktop + iOS

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

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

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

$199.99 $386
$199.99 $386
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