Audit-Ready by Design

★ Audit season? You're already covered. ★

Whether you're in lending, insurance, investment services, or wealth management - your regulators want clean records, clear policies, and proof of internal control. SimplifyIT gives you all three.

Compliance Infrastructure, Built In

  • Version control that tracks every change and preserves history
  • Granular access controls to protect sensitive documents
  • Audit logs that show exactly who did what - and when
  • Built-in content retention and expiration tools
  • Acknowledgment tracking and required fields to prove employee understanding

No More Audit Fire Drills

When examiners or auditors request documentation, you're not digging through emails or shared drives. Everything is versioned, timestamped, and stored right in the system.

Everyday Peace of Mind

SimplifyIT's audit safeguards don't just help during exams - they help departments work better all year. From HR to compliance to IT, everyone stays in sync, with less micromanagement.

Proactive Beats Reactive

Being audit-ready means your system encourages good habits by default. SimplifyIT enforces structure and tracks compliance automatically - so when the exam starts, you're not starting anything new.

Related Features Worth Exploring

See more features designed for compliance teams: full feature list.
 
 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

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

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

Fully integrated.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

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