Microsoft 365 Email & Document Management for Finance Teams
Stay Audit-Ready. Automate Compliance. Empower Your Finance Team.
Tired of Chasing Down Emails and Documents for Audits, Reporting, or Regulatory Requests?
Why Finance Teams Trust harmon.ie?
Effortless Compliance
Automatically apply retention labels and metadata as you file emails and documents. Meet the strictest requirements of FINRA, GDPR, SOX, and more—without extra steps or manual work.
One-Click Filing, Zero Disruption
Drag and drop emails and attachments to the right SharePoint or Teams location from within Outlook. No more switching apps. No more lost records.
Audit-Ready in Seconds
Find any email, attachment, or policy document instantly—by client, account, or keyword—across Microsoft 365. Respond to audits and information requests with confidence.
Secure by Design
All data stays inside your Microsoft 365 tenant. No third-party storage. No compliance worries.
Drives SharePoint & Teams Adoption
Make it easy for finance professionals to use Microsoft 365’s full power—without leaving their familiar Outlook environment.
Reduce Email Storage Costs
Centralize the retention of records and reduce duplicate files and emails eating up storage space. Make it just as easy to attach a link as a document, reducing version proliferation, risk, and storage needs.
Real Results for Finance & Insurance
French Banking Federation
A heightened international banking regulatory environment made it more important than ever for the French Banking Federation to streamline its document handling processes to more efficiently review and participate in authoring policy and positioning documents and guidelines. harmon.oe helped the Federation Boost employee productivity and speed document production by making it easier than ever before to share documents using Microsoft collaborative platforms from within Outlook.
“harmon.ie enables our team to collaborate more efficiently on the documents, and with a high degree of confidence they have all relevant correspondence at their fingertips.”
Global Asset Management Case Study
A global asset management firm wanted to mitigate risk by ensuring that the company could reliably access the appropriate documents to respond to litigation, more accurately conducting internal audits, and ensure compliance with government and industry regulations. harmon.ie helped them drive adoption of SharePoint by making it easy to share emails and files without leaving the familiar Outlook environment.
“When we saw harmon.ie emulating the experience of Outlook, we knew it would be a killer technology to drive adoption. This was a way to bring [the users] an experience that they were familiar with, because it’s right within Outlook. When we showed them the capability of harmon.ie, it caught on.”
Swiss Re Company Case Study
harmon.ie accelerated digital transformation for one of the biggest reinsurance companies in the world. We helped them to unlock the full value of their Microsoft investment and empower effective information management.
“I can get access to all of my documents wherever I am in the world thanks to our harmon.ie app.”
Avoid the Pitfalls
- Don’t rely on manual filing
- Don’t risk compliance gaps
- Don’t let data get siloed
- Automate for accuracy and speed
- Apply consistent retention policies every time
- Bring all communications and documents together
Ready to Transform Your Finance Document Management?
harmon.ie makes compliance easy, audits painless, and collaboration seamless—right where your team works.
Don’t just store finance records. Make them compliant, discoverable, and secure—with harmon.ie.
