TextExpander for Finance

Simplifying compliance, amplifying efficiency

Keep your finance team accurate and compliant by providing easy-to-use shortcuts for aligned and consistent text and documentation.

Millions of snippets expanded by finance teams

Data from actual finance customers


Hours saved on average by top users in finance


Dollars saved per employee per year


Minutes saved by users in finance every year


Snippets expanded by our customers every year

Top users are top 10% of TextExpander customers. Numbers assume 50 WPM typing speed and an average salary of $30/hour.

Consistent and accurate communication

Keep your team consistent, accurate and current: spell-checked, proofread, and tweaked to perfection. Summon words by your best writers with a keyboard shortcut or a quick search.

Give your team knowledge at their fingertips

Get information out of silos and into the hands of everyone that needs to use it. Share knowledge across departments so everyone sends a unified message and nobody spends time reinventing the wheel.

Automate without losing the human touch

Automate how your team replies to communications without losing their human touch. Team members can quickly call up and personalize dynamic text with a few keystrokes before sending.

Onboard new team members with ease

Get new team members up to speed and keep the whole team on track with access to a shared library of text snippets and personalize them on the fly.

Made for Finance organizations like yours

Centralized knowledge base

Build and manage a library of common boilerplate messaging your team can access in just a few keystrokes.

Your data is secure

Enterprise-grade security keeps your sensitive information secure and confidential.

Use anywhere you type

Work on any device, within any software, CRM, or email platform.

You're in control

Manage team templates and give access to team members that need it to quickly on- and off-board employees.

Keep your team on the same page

Save team time and reduces errors by providing quick access to consistent, pre-approved, and on-brand messaging.

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