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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

PDF User Cases
in Finance

PDF Solutions
for Finance

Financial PDF Templates
Download [FREE]

About Finance & Insurance.

About Finance

What does Finance & Insurance do?

Daily Used Files

What types of documents are used daily?

Document-Related Problems

What document or PDF-related problems may occur at work?

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.

Q1: Meet ISO 32000 standards for electronic document exchange, including special-purpose standards such as PDF/A for efficient viewing, delivery, and optimization.

Q2: Eliminate paper records, streamline business processes, and decrease costs.

Q3: Archive both P&L files and cash flow statements securely.

Q4: Comply with security regulations and keep financial records confidential.

Tell Us More About You

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. "

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."

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."

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."

Collect feedback from multiple reviewers
when creating ﬁnancial reports.

"Creating PDFs from paper documents and creating interactive / fillable PDF forms for collecting data."

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."

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."

Get Started Get Started Get Started Get Started

How PDFelement solution works?

Standardized PDF Management

Digital PDF Archiving

Keep PDF secure

Use Batch creation or conversion of ﬁles and documents.

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!

Standardized document manament now>> Standardized document manament now>> Standardized document manament now>> Standardized document manament now>>

Ensure all ﬁles can be
converted to a standardized PDF format.

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 documents to standardized PDF files now>> Convert documents to standardized PDF files now>> Convert documents to standardized PDF files now>> Convert documents to standardized PDF files now>>

Convert paper-based documents into searchable and editable documents.

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.

Convert document into searchable and editable file now>> Convert document into searchable and editable file now>> Convert document into searchable and editable file now>> Convert document into searchable and editable file now>>

Compress ﬁles to reduce storage, bandwidth, and archival costs.

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.

Compress files to reduce storage now>> Compress files to reduce storage now>> Compress files to reduce storage now>> Compress files to reduce storage now>>

Convert contracts to high-ﬁdelity PDFs and apply accurate OCR.

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.

Convert contracts to high-fidelty PDFs now>> Convert contracts to high-fidelty PDFs now>> Convert contracts to high-fidelty PDFs now>> Convert contracts to high-fidelty PDFs now>>

Set permissions and passwords to protect PDF files.

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.

Set password to protect PDF files now>> Set password to protect PDF files now>> Set password to protect PDF files now>> Set password to protect PDF files now>>

Permanently black out sensitive text and images for the utmost document confidentiality.

1 In PDFelement, click the "Protect" tab.

2 Mark the areas you want to redact.

3 Apply your redaction permanently by selecting "Apply".

Black out sensitive text and images now>> Black out sensitive text and images now>> Black out sensitive text and images now>> Black out sensitive text and images now>>

Sign documents with legally binding digital signature.

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.

Sign document with digital signatures now>> Sign document with digital signatures now>> Sign document with digital signatures now>> Sign document with digital signatures now>>

More PDF solution for Financial & Insurance's better workflow.

Batch Process > Batch convert, create, print, OCR PDFs, etc.

Comment > Add comments, like highlights, pencil, stamps, etc.

Combine > Combine multuple files into a single PDF.

Form > Create fillable PDF forms automatically.

Consulting

Customer Success | Consulting

CFO Insight uses PDFelement's Cross-Platform Approach to Optimize Paperless Document Processing

Reduce your document management time.

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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.