Financial document workflows made efficient and secure

Pdftools provides a reliable product set designed to manage sensitive financial data confidently and at scale. Apply digital signatures, encryption, and validation, and automate the conversion of various formats into standardized PDFs to meet compliance and maintain document integrity.

Trusted by industry leaders

Benefits for banking and finance

We support the demanding document management needs of the banking and finance sector so you can focus on serving clients, staying compliant, and operating efficiently.

No unnecessary processes

Operational efficiency

Automate high-volume document processing with batch conversion, format standardization, and email-based workflows. Reduce manual effort, cut costs, and improve accuracy across invoices, statements, and client records.

Compliance

Compliance and security

Encrypt, validate, and digitally sign financial documents—including contracts, audit reports, and regulatory filings—while maintaining confidentiality and preparing archive-ready records for compliance audits.

Encrypted Storage

On-premise deployment and flexible integration

Deploy on-premise for complete control over sensitive data and integrate with email servers, watched folders, and custom APIs for automated document handling.

PDF solutions for the financial sector

Convert

Image and PDF conversions simplified

Easily convert between various formats: turn PDFs into PDF/A, create PDFs from images, or transform PDF documents into high-quality images.

Convert 50+ file types to PDF, PDF/A, and TIFF
Digital signature

Secure and customizable signing for PDFs

Add secure digital signatures to PDF and PDF/A files across workflows like Archive, Invoice, and Sign. Support is available for providers such as GlobalSign, Swisscom, and PKCS#11, with levels including PAdES-B-B, B-T, and B-LT/LTA. Customize based on requirements with options for certificates, timestamps, and revocation details.

Digital signatures for your PDFs
OCR

Powerful OCR for searchable PDFs

Enhance PDFs with Optical Character Recognition (OCR) to make text extractable from images, scans, or image-based documents. Powered by the ABBYY FineReader Engine, OCR supports configurable languages and processing modes, adding a searchable text layer to PDFs without altering their appearance.

Configure OCR for 50+ file types
Validate

Verify PDF and PDF/A compliancy

Utilize efficient PDF verification for ISO compliance, including PDF/A standards. The Pdftools SDK supports tailored checks for specific requirements, such as color or font usage, and provides detailed validation reports that classify errors.

PDF/A validation for the entire pipeline
PDF/A

PDF/A converter for long-term archiving

Ensure long-term accessibility with the PDF to PDF/A converter. ISO Compliant & veraPDF Valid, the Pdftools SDK converts PDF documents into PDF/A format with unmatched quality assurance.

Low-code workflows for PDF/A conversion

The PDF Solution That Adapts To Your Needs

Pdftools delivers high-performance PDF solutions for developers and enterprises, solving complex document workflow challenges at scale. Our products integrate with your existing systems to convert, process, and manipulate PDFs.

Pdftools SDK

Pdftools SDK

Fine-grained APIs with extensive customization options for PDF/A conversion, compression, digital signatures, and more.

  • Multi-language support

  • Rapid integration

  • Full control and scalability

  • Supported languages and frameworks
Conversion Service

Conversion Service

Integrates document processing into existing systems with minimal setup: error-free and compliant.

  • Archiving, conversion, data extraction, etc.

  • 50+ supported file types

  • Transform into TIFF, PDF/A, XML

  • API integration
  • Available for Linux and Windows
  • Self-hosted or in the cloud
AI Smart Redact

AI Smart Redact

Redact sensitive documents with the help of a powerful AI detection engine and human-in-the-loop reviews.

  • Up to 98% accuracy

  • Self-hosted and scaleable

  • For highly-regulated industries

  • Docker iconDeploy with Docker
  • openTelemetry iconOpenTelemetry observability
  • Can be deployed offline
PDF Viewer SDK

PDF Viewer SDK

Fastest PDF viewer on the market. Integrate PDF viewing, editing, and true redaction into web applications.

  • Proprietary rendering engine

  • No server-side dependencies

  • Ready-made UI or build your own

  • TypeScript library compatible with multiple frameworks and browsers
  • Install via npm
  • Can be deployed offline

Put reliable document processing in place right now

Talk to an expert to explore the best solutions for you.