Chief Financial Officer

See the products Bill uses during his day

Tools made for you, and built for security

Use the right tools:


Secure File Sharing

Secure Workflow Management

Diligent Messenger

Communicate securely and ensure confidentiality for budgeting and finance matters.

Messenger provides a dedicated secure communications infrastructure for confidential information exchanges to take place.

Diligent Secure File Sharing

Establish a secure repository where stakeholders can collaborate, share and store confidential financial materials.

Secure File Sharing works for each sensitive use case or partnership (e.g., M&A, external audit, financial projections) to safeguard and maintain control over confidential documents and reports.

Diligent Secure Meeting Workflow

Upload, organize, store and distribute pertinent board materials; receive alerts when proposals are voted on.

With Diligent, executives can use secure workflows to upload documents for the board to review. Electronic voting & resolutions, comments, and annotations can be kept private or shared.

Learn how we can help you.

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"Concise place for data, easy to use on iPad"

Financial Services


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“Exceptional, highly recommend the platform to anyone I can. It’s changed my life regarding board packs, signing docs and filing”

Group GM Finance


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“This software has made us more organized, professional and accountable. The fact that it seems like it has its own intuitive mind and does things that just make life so much easier, and really demonstrates how to conduct a successful meeting without paper.”

Non-Profit Organization Management