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Audit Response Tools for Financial Services

Examiners don't give you extra time to dig through email chains or outdated files. Our intranet helps financial services firms stay audit-ready by centralizing the documents, logs, and acknowledgment records examiners ask for most.

Be Audit-Ready Year-Round

  • Centralized Policy Storage: Organize all procedures, forms, and manuals in a searchable document hub.
  • Acknowledgment Tracking: Get instant proof that staff reviewed updated policies or required notices.
  • Revision History: Show exactly when policies changed - and why.
  • Secure Access: Limit examiner access to only what they need, when they need it.

Designed for NCUA, FDIC & Internal Audits

Whether you're responding to a regulatory exam or prepping for an internal review, SimplifyIT gives your compliance team the structure and speed they need to respond with confidence.

Related Intranet Features

Explore It Live

Book a Call or Watch the Demo to see how our clients simplify audit response.

 
 
 
 
 
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.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
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 ✦