Industry-Leading Financial Document Redaction Software

Financial documents are high-value targets. Redactable makes sure nothing slips through.

With Redactable you get 98% time-savings compared to
Adobe and the rest.

Illustration of Redactable app interface
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The Top Challenges the Financial Industry Faces

Regulatory Compliance & Legal Risk
Stay ahead of strict regulatory environments and industry regulations, or face fines, liability, and reputational damage.
Risk of Incomplete or Reversible Redaction
A single missed field or recoverable redaction is all it takes for sensitive data to end up in the wrong hands. In today's threat landscape, that's a risk no financial firm can afford.
Inefficient, Error-Prone Processes at Scale
Manual redaction can't keep up with the sheer volume and variety of documents, and the mistakes it makes can be costly.
Lack of Standardization & Accountability
Without consistent protocols and audit trails, proving compliance is nearly impossible
Complex, Mixed-Format Documents
Financial documents are packed with tables, spreadsheets, and scanned forms, making them hard to redact accurately. Even automated tools can miss numeric data buried in tables, leaving firms exposed without ever knowing it.

Why Redactable is the Best Choice for the Financial Industry

AI-Powered Precision

Stop worrying about what got missed. Redactable's AI systematically detects and removes PII, account numbers, tax IDs, routing codes, and more. 

Our tools will find data hidden in tables and mixed-format documents, so nothing slips through the cracks.

Permanent, Irreversible Redaction

Meet strict regulatory requirements with confidence. Redactable permanently removes sensitive data and hidden metadata, leaving nothing behind for bad actors (or auditors) to question.

Built-In Audit Trails & Accountability 

Every redaction is automatically logged, who did it, when, and what was removed, so you can demonstrate compliance without lifting a finger.

Team Collaboration at Scale

Redact high volumes of financial documents faster by letting your whole team work simultaneously. Each document uploaded to Redactable can contain up to 5,000 pages, and built-in version controls and seamless collaboration tools mean you won’t run into bottlenecks, delays, or version confusion.

Zero Learning Curve 

Any employee can redact a document in under 2 minutes, from anywhere, with no software downloads or IT setup required. Fast, accurate redaction from day one.

How it Works

Redactable download illustration showing 1 file selected and an Upload button
1
Upload contracts, reports, or client financial documents
Illustration of step 2 - showing automation options for manual, categories, search text, and auto redactions
2
AI instantly identifies account numbers, PII, and proprietary data
An illustration of step 3 - selection of items for redaction
3
You review and approve the suggested redactions
An illustration depicting the final redaction step 4 - download the redacted PDF file. It displays the text "Congrats! Your document has been redacted" and a download button
4
Download a secure, audit-ready file ready for regulators or clients

Six ways to redact sensitive financial documents

AI-Powered Auto Redaction: Let our AI do the heavy lifting. Upload your document and Redactable automatically identifies sensitive information, including PII, account numbers, and more, so you can review, confirm, and redact in minutes.
OCR for Scanned Documents: Don't let paper-based documents slow you down. Our AI-powered OCR engine converts scanned files into searchable, electronic documents so every piece of sensitive data can be found and permanently removed.
Search & Redact: Know exactly what you're looking for? Search for specific terms, names, or data points and redact them instantly,  with metadata removal, team collaboration, and a full audit trail built in.
Custom Redaction Lists: Upload your own list of account numbers, client identifiers, or proprietary terms and let Redactable automatically redact them across every document, keeping sensitive data secure.
Category Templates: Every financial team has its own redaction needs. Build templates around your most common document types, including loan files, audit reports, financial statements, and compliance reviews, and apply them across your entire document set with one click.
Manual Redaction: Your team knows your documents better than any algorithm. Highlight any account number, client identifier, or proprietary term directly in your document and mark it for redaction in seconds. Get full control with no guesswork.

Outcomes for Financial Departments and Firms Using Redactable

98%
Time savings compared to Adobe and the rest
30X
30X faster than manual redaction

See What Our Clients Have to Say

Katie Pierson
Paralegal, Johnson Kraeuter
"From Sharpies to smart redaction: reclaiming time from manual court document prep"
Cliff Simms
Co-founder at Stone Rolla Media
"The perfect solution for confidentially redacting financial information in contracts"
Chad Edstrand
Edstrand Technology Services, Owner
"Redactable turned two weeks of manual FOIA document review into just one hour"

Security & Compliance Info

PCI DSS
Payment Card Industry Data Security Standards require strict controls over the storage, processing, and sharing of financial data. Redactable permanently removes cardholder data, account numbers, and financial identifiers, ensuring your documents meet PCI DSS requirements before they're shared or archived.
SOC 2 Type II
Redactable is SOC 2 Type II certified, meaning your financial documents are handled under rigorously audited security controls. For clients, partners, and regulators, that certification is proof that your sensitive data is in safe hands

Book a Demo Today!

Book a 30-minute meeting with one of our consultants to see how Redactable can work for your
organizations specific needs. Receive a custom, free quote after the call.

Frequently asked questions

What is financial document redaction software, and why does my firm need it?

Financial document redaction software permanently removes sensitive information from documents before they are shared, audited, or archived. For financial institutions, proper redaction is both a legal obligation and a critical safeguard, ensuring compliance with PCI DSS, GDPR, CCPA, SOX, and GLBA while protecting client trust and competitive integrity. Without it, firms risk unauthorized disclosure of confidential data, costly regulatory fines, and irreparable reputational damage.

What types of sensitive financial information need to be redacted?

Financial firms are responsible for identifying and redacting a broad range of confidential data before sharing or disclosing documents. This includes personally identifiable information (PII), such as Social Security numbers, account numbers, credit card and bank account details, as well as financial records, including loan documents, bank statements, financial statements, and transaction details. Beyond client-facing documents, firms must also protect proprietary financial information such as trading strategies, financial models, and internal communications, any of which could create serious liability if exposed.

What are the risks of inadequate redaction in financial services?

Incomplete or inconsistent redaction creates vulnerabilities that go far beyond simple compliance violations. Sensitive customer data left in financial files, even hidden in metadata, can expose firms to identity theft, data leaks, and regulatory penalties. And the threat landscape is only getting worse. Cybercriminals actively target financial documents for exposed account numbers, Social Security numbers, and transaction details that can be exploited for fraud or used to gain deeper access to internal systems.

Manual redaction increases the likelihood of missed redactions and human error, especially when processing large volumes of documents across multiple teams or locations. A single oversight in a shared loan document or financial statement can trigger a data breach and cascade into significant legal and reputational consequences.

How does AI-powered redaction software improve the redaction process?

AI-powered redaction software like Redactable automates the detection and removal of sensitive data across financial documents, eliminating the inconsistencies and risks of manual redaction. Redactable's AI automatically detects PII, account numbers, and other financial identifiers using advanced pattern recognition, even in scanned documents and image files, and processes them in just a few clicks. Firms save up to 98% of the time typically spent on manual redaction, while built-in audit logs create the documentation needed to satisfy regulators and compliance officers.

Does Redactable support bulk uploading for high document volumes?

Yes. Redactable allows financial teams to bulk-upload entire loan portfolios, audit batches, or document sets at once, so you don't have to manually load files one by one. With Redactable, you can upload up to 100 documents at a time, each containing up to 5,000 pages. Automated redaction rules can be configured once and applied consistently across all uploaded documents, ensuring standardized, compliant redaction at scale while minimizing the time-consuming back-and-forth of manual review.

How does Redactable support data privacy and data security compliance?

Redactable is SOC 2 Type II certified and uses AES-256 encryption for all files in transit and at rest. Every redaction is automatically logged with a full audit trail, tracking who redacted what, when, and from which document, making it easy to demonstrate compliance with data privacy regulations like GDPR, CCPA, PCI DSS, and GLBA. Redactions are permanent and irreversible, including the removal of hidden metadata, so confidential information can never be recovered once removed.

Can financial institutions try Redactable before committing?

Yes. Redactable offers a free trial so your team can experience the platform firsthand before making any commitment. No credit card is required to get started.