Bank Form Automation Software
Still sending PDFs by email or printing out forms for signatures? SimplifyIT turns any internal process into a trackable, automated digital form - tailored for bank operations and compliance.
What Can You Automate?
- Onboarding and Offboarding Checklists
- Change Requests and IT Tickets
- Compliance and Audit Sign-offs
- Vacation Requests, Expense Reimbursements
- Loan Exception Approvals or Escalations
How It Works
You design the form. We handle the rest. Assign who gets notified, who approves, who gets copied, and where it gets stored. Submissions can create follow-up tickets or populate reports automatically.
Track Everything
Every form submission is time-stamped and archived with full history. Know who submitted what, when - and where it went after. Perfect for process audits and follow-ups.
Designed for Banks
Forms can require multi-stage approvals, document uploads, role-based permissions, and more - all built with banks in mind.
