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Draftable for financial services

Catch every change. Keep financial workflows under control.

Draftable Compare reliably shows reviewers what's changed and returns comparison data to your control systems. Whether it's regulatory submissions, investment research, audit files, tax packs or client deliverables, Draftable Clean removes hidden data before documents are shared.

1,500+ organisations worldwide use Draftable for Enterprise.

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Draftable Compare for Enterprise

Draftable Compare helps teams in financial services with fast and accurate comparisons.

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Side by side or single page view

Track changes in seconds. Both documents stay in sync as you scroll. Switch to a single page view to see all changes in redline view.

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See every change in one list

See what changed and where. Click any change to jump straight to it in the document.

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Export to PDF

Export marked-up single documents or side by side comparisons to PDF for easy sharing.

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Enterprise ready and secure

Draftable for Enterprise is ISO/IEC 27001:2022 certified, SOC 2 Type II certified and GDPR compliant. More information is available on our security pages. Service level guarantees are also available.

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Reliable comparison, every time

Draftable comparison is deterministic, not generative. Compare the same two documents and you'll always get the same result.

Version control is a control

Draftable quickly identifies a changed figure, rewritten disclosure, an altered clause and more.

Where financial services teams use Draftable

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Regulatory submissions

Compare the current and previous versions of a submission and its supporting material, then pass the change data straight into your approval and reporting workflow.

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Investment research

Put comparison inside the system where research is written, reviewed and published, so the analyst never has to leave the application.

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Internal review at scale

Give thousands of internal users comparison through an application you already run, with the documents never leaving your infrastructure.

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Tax and accounting at volume

Run thousands of recurring comparisons a day. Most confirm that nothing changed, so your people only look at the exceptions.

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"I’m really impressed with Draftable’s speed and accuracy in detecting tiny changes to reports. It’s given us exactly the functionality our appraisal review department needed."

Mick Tindall
Lead Developer, Appraisal Logistics Solutions

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Three ways to run Draftable Compare

Use Draftable Compare on the Windows desktop, embed it in your platform, or self-host without an outbound connection.

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Draftable Desktop for Windows, offline

Comparisons never touch the internet and documents stay on the machine. Our bulk compare feature enables handling of batches.

Use it for:

  • Direct side-by-side comparison.
  • Private review without a cloud upload.
  • Bulk comparison of document pairs.
  • Comparing common workplace file formats.
  • PDF comparison output.
Buy now
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Draftable API

Cloud-hosted comparison you embed in your own financial services platforms. White-labelled, returning structured JSON your compliance logic can read.

Use it for:

  • Investment-research systems.
  • Regulator-facing document workflows.
  • Automated change reporting.
  • Internal applications that can use hosted processing.
  • Structured comparison data for compliance logic.
See Draftable API
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Draftable API Self-Hosted

Runs as containers in your infrastructure whether on private cloud or on premises. No outbound connection required, and priced per deployment rather than per user, which suits large internal user groups.

Use it for:

  • Documents that cannot leave the network.
  • Large internal user groups.
  • Multiple application environments.
  • High daily comparison volume.
  • Private-cloud or on-premises deployment.
See API Self-Hosted

Draftable Clean

Metadata scrubbing before any document is sent. Use Draftable Clean on the Windows desktop or directly within Outlook.

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Documents are clean before they leave the building

Draftable Clean scans a file for author names, tracked changes, comments, hidden rows, hidden sheets and presenter notes before it goes to a regulator, client or counterparty.

Use it for:

  • Checking final regulatory and client deliverables.
  • Removing tracked changes, comments and author details.
  • Finding hidden Excel content and presentation notes.
  • Applying cleaning profiles by sharing scenario.
  • Cleaning attachments inside Outlook.
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Security and control

Draftable for Enterprise is built for third-party risk review. It is ISO 27001:2022 certified and SOC 2 Type 2 audited, with the full report available through security review. Comparison data on the hosted API deletes automatically after a period you set. For self-hosted deployments the containers run with no outbound internet connection. Our DORA addendum covers processing locations, incident notification, audit rights and exit support.

95% customer satisfaction every month

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ISO 27001:2022 Certified

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SOC 2 Type 2 Audited

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GDPR Compliant

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DORA addendum available

Buy Draftable Compare for Enterprise & Draftable Clean

Whether you are comparing two files on a desktop or adding comparison to a regulated platform, the right setup is available to suit your organisational needs.

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For Desktop

Compare is billed annually and is only US$129 per user, per year.

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For Compare APIs

Request pricing for API Self-Hosted (most popular) or API Hosted.

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Draftable Clean

Metadata cleaning before documents leave Outlook.