Can I archive documents with Finmatics?

You can archive documents in Finmatics, including hourly, weekly and monthly incremental backups.

How is authentication for viewing documents handled?

Finmatics users authenticate with username and password and optionally with two-factor authentication. This authentication gives users specific rights, while at the same time creating an audit trail of which person changed a document, when, and what action was taken.

How is the encryption done?

All Finmatics accesses (mobile app and Finmatics web app) are encrypted via HTTPS with 2048 bit RSA encryption in combination with an X.509 certificate from DigiCert (Thawte).
The encryption aims to prevent hackers from intercepting sensitive company information and documents such as passwords, user information and financial data.

See also: Finmatics Endpoint Encryption

How is access controlled?

The access control of the employees to the documents takes place via a role and rights concept.
For example, an accountant can access all documents of all company codes, employees only have access to their clearing account, and employees who are only supposed to release documents see those documents for which an action is necessary.

See also: How are users managed?

Where are the documents stored?

Many companies prefer to keep their data within Europe. All documents in Finmatics are stored on an ISO 9001 and ISO 27001 certified data center in Germany.

See also: Where is Finmatics hosted?


How are changes logged?

Upload, change, comment and workflow status change is recorded by Finmatics (history). The history is available via CSV and in the web frontend as well as via REST API on call.

See also: Is it possible to connect to Finmatics via the REST API?