Email Compliance and Document Management for Financial Services

Stay Audit-Ready. Automate Compliance. Empower Your Finance Team.

Tired of Chasing Down Emails and Documents for Audits, Reporting, or Regulatory Requests?

In finance, every email and document is a potential record. Scattered inboxes, manual filing, and siloed data put your organization at risk—whether it’s for internal audits, client requests, or regulatory reviews.

harmon.ie bridges the gap.

Bring all your critical emails, attachments, and chats into SharePoint and Microsoft Teams—directly from Outlook.

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.