Notate for Finance

Accelerate Your Move
from Paper to Digital

Safe and streamlined document collaboration for finance experts. Customized annotations, organized task handling and intelligent document summarization. Efficient, secure, and intuitive to use.
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Streamlining Financial
Document Management

Accelerate
Document Workflow

Minimize the need for manual data entry by managing application and renewal processes online. Utilize a versatile document viewer to open, complete, and upload documents.

Easily Work with Complex Financial Documents

Highlight, comment, and inquire within documents to enhance thoroughness and understanding, making complex reviews more manageable.

Facilitate Financial
Team Collaboration

Ensure secure and efficient teamwork across various teams and entities without compromising the security of financial documents.

Save time on paperwork
annotating documents with
your financial team

Annotate  documents with rich variety of tools

Enhance your document analysis with a comprehensive suite of annotation tools. Seamlessly highlight text, use freeform drawing and add textual notes for in-depth collaboration and effective communication.

Modify & edit PDF documents

Easily merge many documents into one file, remove and add pages, and split pages into new files

Collaborate and Communicate

Streamline teamwork on documents. Share insights through annotations with your colleagues; ensure clarity with discussions in threads; consolidate feedback by adding sticky notes. Empower your team to work together seamlessly, no matter where they are.

Annotate  documents with rich variety of tools

Enhance your document analysis with a comprehensive suite of annotation tools. Seamlessly highlight text, use freeform drawing and add textual notes for in-depth collaboration and effective communication.

Modify & edit PDF documents

Easily merge many documents into one file, remove and add pages, and split pages into new files

Collaborate and Communicate

Streamline teamwork on documents. Share insights through annotations with your colleagues; ensure clarity with discussions in threads; consolidate feedback by adding sticky notes. Empower your team to work together seamlessly, no matter where they are.

Enhance your financial
operations with the advanced
capabilities of Notate

Seamless Cross-
Device Sync

Synchronize your tasks, notes, and documents across all devices with Notate's Exchange integration, providing offline access and ensuring continuous productivity.

Document
Version Control

Keep track of every edit with our comprehensive version history, ensuring you can always revert or reference past drafts

Email
Integration

Seamlessly connect your email to Notate for direct access to your attachments within the workflow environment

Streamlined File Management

Effortlessly organize and access your files, with powerful tools to quickly find and manage your documents on any device.

Collaborative Workspace

Join forces with your team in a shared space designed for collaboration, brainstorming, and decision-making

Task Management Efficiency

Optimize your workflow with our intuitive task management system, enabling you to create, share and complete tasks with ease

“There is something so natural about collaborating in Freehand. It feels like you’re holding a marker, and making ideas happen. I can’t imagine doing that in another tool. It captures that human essence of being in person and talking to someone that is right next to you and getting work done

James Ostin
American Finances, Bank of America

“There is something so natural about collaborating in Freehand. It feels like you’re holding a marker, and making ideas happen. I can’t imagine doing that in another tool. It captures that human essence of being in person and talking to someone that is right next to you and getting work done

James Ostin
American Finances, Bank of America

MDM Partnerships

MDM partnerships are essential for Notate, providing robust security and streamlined management, ensuring compliance with corporate policies, and enhancing overall user experience in a corporate environment.

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Work in a secure
environment

Secured by
Microsoft Exchange
Certified by
Microsoft Intune
in-house
No Public Cloud

Collaborate on any
document from any device

Compatible with Mac OS, Windows, Android, and iOS;
Suitable for use on desktop computers, mobile phones and tablets.
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Outstanding Support

Support requests are handled directly by the engineers who built the product.

Whether you have questions about getting started or want to know how to best integrate new SDK features into your app, we’re here to help you find a solution.

Increase your Team’s
Productivity with Notate

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