Automate financial documents - without losing control
Seamlessly integrates with portfolio management tools, compliance platforms, CRMs, and ERP systems, and ensure that the latest data is always pulled into your reports. No more manual errors, no more outdated numbers – just accurate, audit-ready documents that meet compliance standards every time.
Faster, more reliable document generation for financial services
Financial professionals shouldn’t waste time fixing documents
From investment reports to regulatory filings, financial teams are under constant pressure to produce high-volume, high-accuracy documents at speed. But outdated processes create unnecessary roadblocks.
Automated reporting to save time
Manually copying and pasting data between reports leads to inconsistencies that undermine financial accuracy. Formatting takes hours, and approvals move at a frustratingly slow pace.
Error elimination
End the cycle of navigating dozens of disconnected tools just to complete a single document. Create seamlessly integrates with portfolio management tools, CRMs, and ERP systems, ensuring that the latest data is always pulled into your reports.
Instant data formatting
No more wasted hours on manual formatting. Omnidocs Create standardizes reports and presents raw data in visually rich charts and tables. for a consistent, professional output.
Better processes, better documents
A smarter way to create financial documents
Omnidocs Create isn’t just about automation – it’s about making document generation seamless. No more complicated templates, endless formatting, or disconnected data sources.
Users follow a structured, step-by-step workflow, where every choice refines the document in real time. Instead of dealing with cluttered template libraries, Omnidocs Create dynamically adjusts which sections, data fields, and legal disclaimers need to be included based on the selected document type.
Everything updates in a live preview, so users always see what’s happening, ensuring compliance and accuracy before finalizing.
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Why Omnidocs?
Designed for accuracy, compliance, and speed
Leading financial institutions trust Omnidocs to reduce errors, accelerate document creation, and ensure regulatory compliance. Teams that switch to Omnidocs experience 80% faster turnaround times, significantly fewer manual mistakes, and a smoother document workflow across departments.
Document types
Which financial documents benefit most from automation?
Document-heavy processes slow down business processes. Standardized reports, agreements, and regulatory documents are perfect candidates for automation – reducing workload and ensuring compliance across every document.
Investment reports and client statements
Investment reports and client statements are automatically generated with real-time data, ensuring that clients receive accurate, on-brand reports without delays.
Regulatory filings and compliance reports
Regulatory filings and compliance reports pull from internal data sources, structuring and formatting documents to meet strict industry requirements.
Contracts and agreements
Client contracts and financial agreements are streamlined with structured templates, ensuring consistency and reducing legal risks.
Having access to more brand-compliant materials, and not having employees pick up old templates, or use things that are (…) out of compliance has been a huge and simple win for us.
Integrations
Plug into your financial ecosystem
Omnidocs integrates directly with the systems your team already uses, making document generation effortless. Whether it’s pulling real-time financial data from your ERP, auto-generating compliance filings, or ensuring contract consistency across your CRM, our REST API and seamless integrations keep everything connected.
With built-in governance controls, role-based permissions, and secure cloud storage, financial institutions stay compliant while maintaining full control over document workflows.
See our integrations
Tailored automation for every financial workflow
Omnidocs Create adapts to your workflow, whether you need full automation, structured templates, or user-driven customization.
For documents like regulatory filings, compliance reports, and financial statements that require flexibility and user input, users can make key selections via forms with predefined conditional questions and the system automatically applies branding, formatting, and data validation, as well as structuring everything according to compliance standards, reducing manual effort while maintaining consistency.
For standardized, repetitive documents that need to be generated at scale, like client statements and tax filings, Create generates documents with just a single click, triggered by existing workflows with no user intervention required. This ensures fast, consistent, and error-free output while reducing manual effort.
Transform your document workflows
Power your financial document workflows with automation
Stop wasting time on manual formatting, data entry, and compliance checks. Omnidocs Create automates document generation, ensuring accuracy, consistency, and efficiency across every report, contract, and filing.
Explore the power of Omnidocs today and see how it can redefine productivity in your organization.