Intranet Software for Financial Institutions
SimplifyIT is built from the ground up for financial institutions - everything from smart forms and audits to policy reviews and help desk tickets. Explore the features that make it the intranet your team will actually use.
Document Management & Compliance
Forms, Workflows & Approvals
Help Desk & Internal Support
Search & Integration
People & Culture
Security & Permissions
Extra Tools Clients Love
Trusted for Decades.
SimplifyIT is the longest-running independent intranet software provider for banks and credit unions in the U.S. Financial institutions rely on our secure, flexible, and audit-ready platform to manage internal operations - from policy tracking and forms automation to document management, employee onboarding, and support workflows.
Want to See It in Action?
SimplifyIT brings it all together - without overwhelming your team. Schedule a quick demo or watch the overview to see the intranet in action.
