E-Signatures for
Finance Teams

From loan origination to investment disclosures, Zignature gives finance teams the security, compliance, and audit trails required for high-stakes financial document signing.

Free plan available · No credit card required · ESIGN Act compliant

SOC 2
Type II certified
AES-256
Encryption at rest
FINRA
Audit trail ready
ESIGN
& eIDAS compliant
Key Features

Everything You Need

Built-in features that save time and close deals faster.

Financial Compliance

Built for Financial Regulatory Requirements

Zignature's audit trail architecture meets the evidence standards required by FINRA, SEC, and international financial regulators. Every signature event is timestamped, IP-captured, and cryptographically sealed.

  • Immutable audit trail — Every signer event permanently recorded and tamper-evident.
  • Long-term archival — Document retention policies configurable for 7, 10, or 25-year regulatory holds.
  • Compliance exports — Bulk export signed documents and audit logs for regulatory examination.

Built for Financial Regulatory Requirements

SOC 2 Type II, GDPR, ESIGN Act, and UETA compliant for financial services organisations.

Included on all plans
Finance Templates

Financial Document Templates Ready to Send

Loan agreements, promissory notes, investment subscription forms, advisory agreements, financial disclosure forms, wire transfer authorisations — all in Zignature's template library.

  • Loan origination — Promissory notes, loan agreements, and personal guarantee forms.
  • Investment documents — Subscription agreements, investor accreditation forms, and term sheets.
  • Treasury authorisations — Wire transfer authorisations and banking mandate change forms.

Financial Document Templates Ready to Send

Purpose-built templates for lending, investing, advisory, and treasury functions.

Included on all plans
Accounting Integration

Sync with QuickBooks, Xero, and Your ERP

Connect Zignature to your accounting stack. Auto-trigger invoice creation on signed payment terms, sync vendor contract data to your ERP, and archive financial agreements to your document management system.

  • QuickBooks sync — Pull vendor data, push signed agreement status to QuickBooks records.
  • Xero integration — Connect financial agreements to Xero contacts and trigger invoice workflows.
  • ERP webhooks — Custom webhooks fire on signing events to update any ERP system in real time.

Sync with QuickBooks, Xero, and Your ERP

Native QuickBooks, Xero, and Sage integrations plus API for custom ERP connections.

Included on all plans
Use Cases

Works for Every Scenario

From simple agreements to complex multi-party workflows.

How It Works

Up and Running in Minutes

No training required. Send your first document today.

1

Select a financial document template

Choose from loan, investment, advisory, treasury, or vendor agreement templates.

2

Populate and route for approval

Auto-fill financial data from your systems, set approval hierarchy, and route for internal sign-off before sending to counterparties.

3

Send to counterparties

Counterparties receive secure signing links — desktop or mobile, no account required.

4

Archive with audit trail

Signed documents stored with full audit evidence, ready for regulatory examination.

Simplify Financial Document Signing

Free trial — no credit card needed. Built for finance teams.

Frequently Asked Questions

Everything you need to know.

Are e-signed financial documents admissible in regulatory proceedings?

Yes. Zignature's audit trail provides the timestamped signer evidence, IP records, and cryptographic sealing that regulators (FINRA, SEC, FCA) accept as proof of agreement. The immutable audit log exports are designed for regulatory examination.

Can I set document retention policies for financial records?

Yes. Zignature allows configurable retention policies at the account and template level — set 7-year, 10-year, or permanent retention for financial documents, with automated archival to compliant storage.

Does Zignature support internal approval workflows before sending to counterparties?

Yes. Zignature's approval routing lets you define internal sign-off steps — CFO approval, legal review, compliance sign-off — that must be completed before a document is dispatched to external counterparties.

Can finance teams use Zignature for wire transfer authorisations?

Yes. Wire transfer authorisation forms can be set up as templates with required fields for amount, beneficiary, and account details. The dual-authorisation workflow ensures two approvers sign before any wire is processed.

How does Zignature integrate with QuickBooks?

Zignature's QuickBooks integration pulls vendor and customer data to auto-populate financial agreements, and pushes signing status back to QuickBooks to trigger invoice creation, payment terms activation, or vendor record updates.

Is Zignature suitable for investment fund subscription documents?

Yes. Zignature supports investment subscription agreements, investor questionnaires, and accreditation forms. Parallel signing workflows allow all fund LPs to execute subscription documents simultaneously, with completion status tracked in the admin dashboard.

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