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Audit-Ready Help Desk Software

When auditors come calling, SimplifyIT makes sure you're ready. Every request is logged, every change is tracked, and every approval is captured. Our help desk software was built with compliance in mind - and it's why financial institutions trust it to handle sensitive internal requests.

Built for Financial Institution Compliance

  • Automatic Audit Trails: Every request is time-stamped and tracked, including updates and resolution.
  • Approval Logging: Track who approved what - and when.
  • Secure Access: Role-based routing ensures only the right teams see each request.

Real-World Use Cases

From IT to HR, SimplifyIT supports audit-ready workflows:

Protect Staff - and the Institution

It's not just about proving compliance. It's about protecting your team. With SimplifyIT, there's no guessing who submitted a request or approved a change. The data is there when you need it - automatically.

See It in Action

Watch a 5-Min Demo or schedule a walkthrough tailored to your compliance needs.

 
 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦