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Financial Documents Scanning

Efficient and secure financial documents scanning services. Digitise your financial records for easy access, compliance, and streamlined financial management. Discover the benefits of our expert solutions today!

document scanning boxes, folders, documents.

Our Scanning Services for the Financial Sector

Accounts Payable Document Scanning: Streamline your financial operations with our expert accounts payable document scanning services. We ensure accurate digitisation of your financial records, enhancing accessibility and compliance.

Digital Mailroom Services: Pearl Scan serves as a reliable and secure delivery address for your postal communications. Trust us to handle your mail efficiently and securely.

Mortgage and Client File Conversion: Transform your mortgage and client files into a user-friendly digital format. Our scanning and conversion services ensure easy access and data protection.

Data Capture Excellence: Experience high quality data capture services for various forms, reports, and statements. We convert data into Microsoft Excel, CSV, and database formats, empowering your data-driven decision-making.

document scanning service wide shot photo

Digitisation of Financial Hardcopy Documents Invoices, Bank Statements, Management Accounts, and Reports, etc.

When it comes to financial document scanning services, confidentiality, and efficiency are paramount. At Pearl Scan, we specialise in the meticulous digitisation of financial records, offering you a comprehensive solution to manage and safeguard your critical financial documents.

Our professional and experienced team understands the complexities of financial paperwork, ensuring that your documents are transformed into easily accessible digital assets while adhering to industry-specific compliance standards. Trust us to enhance the way you store and retrieve your financial documentation, providing you with peace of mind and efficiency in your financial operations.

Document Scanning Process
The document scanning process
What we do with your documents
  • Collection

    We provide a secure collection of your documents from anywhere in the UK within 24 hours or as convenient for you as well as we can supply storage boxes and assistance with removing and boxing up your files.

  • Conversion

    We scan and convert all types and sizes of documents to a digital format of your choice such as PDF, PDF Searchable, TIFF, JPEG, Microsoft Word and Excel.

  • Delivery

    We deliver your digital data on a secure storage medium of your choice such as CD, DVD, USB, secure FTP or fully managed Pearl Cloud document management system.

The Process in Depth

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Benefits of Scanning and Converting
Hardcopy Financial Files to Digital Format

Enhanced Accessibility

Digitising financial files allows for quick and easy access to critical documents. With digital formats, you can search, retrieve, and share financial data within seconds, significantly reducing the time and effort spent on manual document retrieval.

Cost Savings

Eliminate the need for extensive and expensive physical storage space and reduce costs associated with printing, paper, and hardcopy file storage. Our Digitisation services enable efficient use of your office space and lowers long-term operational expenses.

Improved Compliance

Digital financial documents can be encrypted, password-protected, and equipped with access controls, enhancing data security. Furthermore, compliance with industry regulations and data protection laws becomes more manageable with organised digital records.

Disaster Recovery

Digital formats enable automated and reliable data backup procedures. In the event of data loss or disasters, quick and comprehensive recovery of financial records is possible, minimising business disruption and financial risks.

Remote Work

Digitised financial files facilitate seamless collaboration among team members, regardless of their physical location. Access and edit documents remotely, enhancing productivity and adaptability in today’s dynamic work environment.

Environmental Benefits

Transitioning to digital formats reduces paper consumption and minimises the environmental impact associated with printing and physical storage. Embrace eco-friendly practices while enhancing your financial document management.

Start Your Digitisation Journey Now Contact us now to begin the transformation
Get a Free Quote

Finance Document Storage and Retrieval Solution Introducing Pearl Cloud

Pearl Cloud offers a secure repository for the storage of your scanned financial documents, including crucial records such as invoices, receipts, financial reports, and contracts. With Pearl Cloud’s robust security and access controls, your sensitive financial data remains shielded from unauthorised access, providing peace of mind for financial document management.

What sets us apart is the seamless accessibility that our Pearl Cloud-based system delivers. You can effortlessly access and manage your digitised financial documents anytime, from anywhere. This user-friendly interface empowers your team with efficient, secure access, streamlining financial operations and ensuring compliance with ease.

Embrace a new era of financial document management with Pearl Cloud, where security, accessibility, and peace of mind converge.”


Company and Accounting Records How long to keep records

Failing to maintain proper accounting records can result in significant penalties, including potential fines of £3,000 by HMRC or disqualification as a company director.

Record Retention Period: It is essential to retain your accounting records for a minimum of 6 years, counted from the conclusion of the last company’s financial year they pertain to. However, in certain circumstances, you may need to keep records for a longer duration:

If the records encompass transactions spanning multiple accounting periods: When the company has purchased assets expected to have a lifespan exceeding 6 years, such as equipment or machinery.
If you have submitted your Company Tax Return after the deadline. In cases where HMRC initiates a compliance check into your Company Tax Return.

Compliance with record-keeping requirements is crucial to avoid legal consequences and ensure your financial records are in order.

Financial record keeping guidelines

Document Storage Services

Connected Services

Cost-effective document storage

Physical Storage

At Pearl Scan, we understand the importance of secure physical storage for your valuable financial documents. Our dedicated physical storage solutions offer a safe and organised repository for your records, ensuring their preservation and easy retrieval when required. With our reliable physical storage services, your documents are in capable hands.

Confidential Shredding

Confidentiality is paramount when it comes to disposing of financial documents. We offer professional shredding services that guarantee the secure and complete destruction of documents that have reached the end of their usefulness. Our shredding services provide you with peace of mind, knowing that your confidential information is handled with the care and confidentiality.