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Document management software for financial service providers & professional services

Documents secure and accessible.

Organisations in the financial services and professional services sectors all face different document management challenges, ranging from regulatory compliance to the security and availability of their information and documents. M-Files helps these organisations comply with laws and regulations while making documents and information securely available anywhere, anytime. Resulting in time savings, insight and better customer service.

Find what you are looking for instantly.

Sometimes it seems impossible to find the right document when you need it. Where was that document stored? Who edited it last?

What if this no longer matters? M-Files eliminates the chaos of traditional folders by organising content according to what it is, so you never have to remember where documents are stored or which version is the right one, because there is only 1 version with extensive history.

View a overview of all M-Files functionalities.

Faster review, approval and (digital) signature.

Managing and tracking workflows around documents such as contracts or agreements takes a lot of time. M-Files drastically saves time by automating the processes around documents (e.g. contract lifecycle management). M-Files knows who is responsible for which task, notifications are therefore sent automatically. Moreover, these processes can be carried out on all devices and screens. Even digital legal signatures. View a overview of all M-Files functionalities.

Digital file and complete customer view.

With M-Files, you easily build your digital file. It is easy to manage cases and associated documentation when everything is in one place. Both permanent customer files and project-based files. Documents, contacts and billing information are all managed directly in M-Files. You can even share certain documents and information directly with clients while keeping sensitive information safe and private. View a overview of all M-Files functionalities.

Make your organisation audit-proof.

Audit failure is extremely costly and risky. It is crucial to keep track of everything and keep updated financial documentation. M-Files keeps track of every version of all documents. Easily view the complete history of all content in your organisation at any time. Moreover, with M-Files you can easily create reports. Immediately, insightfully and transparently. View a overview of all M-Files functionalities.

Information, processes and documents always in your pocket.

With M-Files, you have all your files containing documents and other information to hand wherever you are. Even without an internet connection. Sign documents, approvals and reviews, reports, everything is completely mobile accessible. Full support for iOS, Android and Windows Phone.

In addition, M-Files supports Microsoft Outlook as a starting point. All your files, information and documents accessible from your e-mail environment.

View a overview of all M-Files functionalities.

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