A PDF generation API and template editor for banks, lenders and fintechs. Generate loan agreements, account statements, KYC summaries and fund reports from your own data, with templates your compliance team edits directly instead of filing a change request. Processing in the EEA or the US, dedicated deployment on request, ISO 27001 certified.
Loan agreements, statements, KYC summaries, investor reports
Templates your compliance team edits, versioned and promoted on approval
No Credit Card Required for Your Free Trial
Shared cloud runs in the US. Dedicated deployment runs in the region you choose — the US, Germany, the UK or Australia — which is how lenders and banks meet a requirement to keep customer data inside the EEA. On premises runs inside your own infrastructure. Whichever you pick, we do not store the data you send or the document we generate.
EEA processing on dedicated deployment. Frankfurt, London, Virginia or Sydney. On premises if your review requires it.
ISO 27001:2022 certified. Annual audit, recertification every three years. GDPR compliant, DPA and SLA available.
Nothing retained. No payload, no generated document, no payload contents in logs. Only the template structure and its static content.
As a bank we operate in a highly regulated environment with especially high attention to customer data protection. As an example it was a requirement for us not to have the service process customer data outside of European Economic Area, which the PDF Generator API was able to meet by setting up a dedicated deployment for us.
Keit Adamson, Head of Architecture, Bigbank
How Bigbank automated their document generation ›
Bigbank went looking for this because a wording change was costing them a full development cycle. Their analysis of one product team found a significant share of its development time going to document template work, and time to market for template changes was the worst of it. The fix was moving template management out of the release process: the people who own the wording edit the template, the code stays untouched, and the next document generated uses the new version.
Product, legal and compliance edit templates directly. Bigbank redesigned areas of responsibility during rollout and cut its dependency on product teams for layout and wording changes.
Every change creates a version. Production keeps running the version you promoted, so editing a template never changes a document already going out.
Draft, review the output, then promote that specific version to production. The wording change ships when compliance signs it off, not when someone hits save.
Here is an example of what you can achieve with our document template editor. Find more of our templates from the link below.
More Templates
We understand the critical importance of data security in the financial services sector. PDF Generator API is ISO 27001 certified, ensuring the highest standards of data protection. For organizations with stringent security requirements, we offer on-premise deployment options, providing complete control over your data.
Dynamic Data Integration
Customizable Templates
Secure Data Handling: ISO27001
API-First Approach
Workspace & User Management
Online Forms for Data Collection
Batch Processing
Digital Signatures & Watermarking
Compliance Features
Prototype your integration today with a 14-day FREE trial. No credit card required!
Create Sandbox AccountEvery cloud plan is ISO 27001 certified and GDPR ready from day one.
Same platform, more control. Pick a dedicated deployment close to your users, or install on premises inside your own environment.
Virginia
United StatesReach out →London
United KingdomReach out →Frankfurt
GermanyReach out →Sydney
AustraliaReach out →See our Terms of Service and cloud pricing.
Meet Michal Líška. He is our pre-sales engineer and knows our service inside out. He can answer any questions that you might have about implementing PDF Generator API or financial documents automation in general.
