Annotate for Finance.

Annotate provides a secure and compliant platform for sharing and storing finance documents, allowing you to stay in control while streamlining deals, audits and due diligence.

Central store for all your important internal finance documents
Central store for all your important internal finance documents

Keep it Central

Create a central store for all your important internal finance documents, time sensitive information, policies and compliance guidance, and share with investors, analysts and others without fear of compromising security. In the event of an audit, use Annotate to collect all documents, build audit plans, share relevant documents with external auditors and manage the entire audit process in a single and secure workspace.

“We used Annotate during the due diligence process for private equity investment, where we were able to securely share documents with a number of third parties. Every time we worked through a complex question, Annotate created an audit trail, allowing us to easily retrace our steps and list our sources to show how we had arrived at an answer.”

Keep Control of Deals

Close deals in less time when your internal departments are working more closely together with each other and third parties. By moving discussions out of email threads and into the document itself, you can turn around new versions more quickly, and work on the latest version of the contract even if you’re not at your desk. Use Annotate to create secure workspaces for specific tasks, such as contracts and M&A projects, where all activities such as bidder privacy and content is protected with configurable permissions for each user or team.

Customer contracts in secure locations
Customer contracts in secure locations

Keep it Secure

With Annotate, you decide whether you want to hold your documents within our secure cloud service, your own private cloud service or to install Annotate locally on your own servers. No matter which option you choose, sign in using your existing company user credentials.

Sign up