Salesforce Document Automation for Financial Services — SOX & GDPR Compliant. Zero Data Exposure.
Dochly automates loan agreements, compliance reports, KYC documents and contracts entirely within Salesforce — every document generated, signed and stored with zero data sent to an external server.
Salesforce Document Automation for Financial Services — Every Document Generated Inside Salesforce
Dochly is built 100% natively inside Salesforce — enabling financial services teams to generate, sign and store every loan agreement, compliance report and KYC document entirely within Salesforce. Unlike third-party tools that send sensitive financial data to external servers, Dochly keeps everything inside your Salesforce environment.
Salesforce Document Automation for Financial Services — Generate Compliance Reports in One Click
Your compliance team should not spend hours manually assembling SOX reports, AML documentation and GDPR consent records. With Dochly, your team generates every compliance document directly from Salesforce in one click — accurate data, correct formatting, audit-ready every time.
The Only Financial Services Document Tool That Keeps Customer Data Inside Salesforce
Every time your financial services team uses a third-party document tool, sensitive customer financial data — account numbers, loan details, investment records — leaves your Salesforce org and travels to an external server. Dochly eliminates this risk entirely. Your team generates every document from Salesforce with zero data ever leaving your org.
Generate Loan Agreements and Service Contracts from Salesforce the Moment a Deal is Closed
Your team generates fully accurate loan agreements, term sheets and client contracts directly from Salesforce the moment a deal is closed — customer name, loan terms, interest rates and compliance clauses all auto-populated from Salesforce. No back office. No delays. No errors.
Clients Sign Loan Agreements and Financial Contracts Instantly — Inside Salesforce
Dochly's native e-signature works entirely within Salesforce. Your team sends loan agreements, investment mandates and service contracts for signature on any device the moment a deal is ready. Signature tracked natively in Salesforce. Signed document automatically stored to the client record. Zero third-party tools. Zero data exposure.
Salesforce Document Automation for Financial Services — Every Document Type
Generate any financial services document from Salesforce — entirely within your org. Zero customer financial data exposure on every document type.
Dochly Products
Used byFinancial Services Teams
Every Dochly product built 100% natively inside Salesforce
zero customer financial data ever leaves your org.
What Financial Services Teams Say About Dochly's Salesforce Document Automation
"Our compliance team used to spend 3 days preparing SOX documentation manually every quarter. With Dochly they generate every compliance report directly from Salesforce in one click. Our last audit preparation took 4 hours instead of 3 days. Dochly was the only tool our IT and compliance team approved the same day — because nothing leaves Salesforce."
"Every document tool we evaluated sent client financial data to external servers — our security team blocked all of them. Dochly was approved the same day because nothing leaves Salesforce. Our loan officers now generate agreements and get client e-signatures in minutes. Deal close time dropped by 40% in the first quarter."
Salesforce Document Automation for Financial Services — Frequently Asked Questions
Generate Compliance Documents and Loan Agreements from Salesforce Today
SOX & GDPR compliant by design. Zero customer financial data exposure. Free trial on AppExchange. No credit card required.