Now available – Finch 2022.9.1

Our September 2022 release is available right now. Here’s what’s new:


  • A file can now be reissued if corrections are required that dictate the recipient(s) need to sign an updated agreement, data previously entered by the recipient will be retained. 
  • Users with the correct access are now able to create and edit folders and brands via “Options” from within the Vault 
  • Vault filters now have a “select all” option to improve usability.

Now available – Finch 2022.1.1

Our January 2022 release is available right now. Here’s what’s new:


  • When using the Outlook integration, the salutation line on email templates can now always be generated automatically rather than having to overtype it


  • Fixed an issue on iPhone where some vertical screen space may be used up unintentionally for data collection users
  • Fixed an issue where our address service provider would provide both the county and town as “London” for a set of post codes, providing an unnaturally reading address

Now available – Finch 2021.12.1

Our December 2021 release is available right now. Here’s what’s new:


  • Received data fields can now have corrections made onto them directly by staff with the relevant permissions. Originally supplied values are always still shown.
  • Added HM Land Registry Business Gateway integration which allows UK proof of address to be verified digitally

Now available – Finch 2021.11.1

Our November 2021 release is available right now. Here’s what’s new:


  • Added ability to attach custom data sets into workflows which can then be used to provide defaulting to fields supplied by staff and recipients and lookups within content and reports.

Now available – Finch 2021.10.1

Our October 2021 release is available right now. Here’s what’s new:


  • Refreshed the look and feel of all transactional/notification emails and added white labelling support to them
  • Developed visual no-code workflow editor
  • Added collaboration pane to the display of collated data which allows staff to communicate, use “@ mentions” and make referrals to other departments
  • Added support for the user input of dates during data collection processes
  • Added support for recipients to be entered directly via Finch rather than using Outlook
  • Added support to stagger the dispatch of calls to action between parties
  • Added ability for address entry validation to be relaxed for the capture of address data in the UK without postcodes (e.g. plots)
  • All ISO-3166-1 country codes added for interactive user address entry
  • Custom legal declarations can be configured when signing documents

Now available – Finch 2021.8.1

Our August 2021 release is available right now. Here’s what’s new:


  • Administrators can now specify security rules for which folders users will have access to, and what permissions users have within a folder
  • All transactional emails sent by Finch now include the customer logo and have been cosmetically improved
  • Improved the dynamism of email templates used when composing a new file

Now available – Finch 2021.7.1

Our July 2021 release is available right now. Here’s what’s new:


  • Users can now set their preference on which folder they create flows into by default
  • First time users can have their folders defaulted based on their Active Directory profile
  • Added anti-spoof (presentation attack) detection to ID capture
  • Created a variant of our Outlook add-in which runs as a native Windows application. This is easier to deploy in certain enterprise scenarios.
  • Updated the Open Banking user flow
  • Improved the usability of the vault folder list when handling large lists of folders

Now available – Finch 2021.6.1

Our June 2021 release is available right now. Here’s what’s new:


  • Data can now be collected from the device camera(s) or webcam(s)
    • Using the device camera can be enforced, or you can allow a fall-back of the user selecting an existing image from their gallery or file system
    • A consistent user experience is provided across desktop, Android and iOS devices
    • Collected imagery can be validated using machine vision (artificial intelligence). Added AI-enabled validators for:
      • Ensuring the presented image is a letter or document
      • Ensuring the presented image is a Passport
      • Ensuring the presented image is a UK Photo Driving Licence
    • Liveness checking can be enabled as part of the capture, where the customer will provide a short recording of themselves
      • The customer can be prompted to speak to confirm their liveness in the recording. The exact prompting requested is configurable
  • Within the Finch Vault, an interface is provided to allow staff to easily compare collected imagery (e.g. ID documents) against a liveness recording
    • Collected ID can be verified using artificial intelligence enabled services. Added verifiers for:
      • Comparing the photo on a piece of ID to the customer in the recording
      • Verifying that the customer spoke the correct liveness prompts
    • Discrepancies are automatically raised to staff if AI enabled verifiers don’t pass minimum confidence thresholds
  • Workflows can now define any number of email reminders. These email reminders feature:
    • Fully customizable subject line and body, including merge fields
    • Send to either the customer or member of staff who dispatched the file
    • Scheduled to your choice of hours since original dispatch
  • Reminder statuses, and a facility to send reminders manually, added to the Finch Vault file display
  • Those data types which provide drill-downs, such as documents, attachments and ID, now must be viewed by the staff user before the file can be archived. Staff are guided through this process as they attempt to file

Now available – Finch 2021.5.1

Our May 2021 release is available right now. Here’s what’s new:


  • Vault data can now be filtered by system and bespoke criteria, allowing the creation of business intelligence (BI) reports
    • Added support for filtering on custom radio group fields within workflows
    • Added support for filtering on custom checkbox fields within workflows
    • Added rich date filtering support, allowing filtering to/from/between dates and also within/outside of a certain amount of time
  • A display of vault data including its columns and filter configuration can be saved as a pre-set and used later

Now available – Finch 2021.4.1

Our first April 2021 release is available right now. Here’s what’s new:


  • Added ability to capture file based attachments from a user device during a data collection workflow
    • You may specify if using the device front/rear camera is preferred when capturing an attachment
    • You may specify maximum acceptable file sizes
  • You can now configure your own discrepancies to occur within workflows above the system defined discrepancies we introduced in the previous release
    • Discrepancies can be defined to occur on a fully customizable basis using a rich set of rules, all of which can be expressed with no code, such as:
      • Based on a specific response, or lack of response to a field
      • Based on if other data verifications or lookups have failed
      • Based on a comparison with all of, or some of, responses received from other people in the workflow, e.g. contradictions
      • Combinations of any of the above
    • Discrepancies can be specified with their own templated message to your staff
  • Improved the display of the discrepancy acknowledgement window
    • Added group headings identifying the respondent’s name who generated the discrepancy
    • Added an instruction to the staff user making it clear what they need to do next
    • Fixed an issue where it could be difficult to see validation errors when acknowledging discrepancies
  • Improved the audit trail generated when copying fields to the clipboard so that the name of respondent from which the field was copied is included in the log
  • Added a no code solution allowing you to configure if fields should be editable (enabled) or mandatory based on a rich set of rules as per custom discrepancies
  • You can now add any number of custom columns to the data grids displayed within the vault to create contextualised data table displays
  • Improved the document signing user experience on iPhone by using the maximum amount of vertical space for the document viewer. Any call-to-actions surrounding the document have been moved to a prompt
  • Added the Vault folder name (which for most Finch users is the name of an office) to the top right when composing a new workflow to be sent


  • When downloading a document from the vault, fixed the resulting file name as it appears in your download folder so that it references your file
  • Fixed an issue that when sending through Outlook the name of the recipient would default to the email address if Outlook didn’t know the name of the contact beforehand. Finch will now ensure the respondent supplies their name rather than leaving it as the email address
  • Fixed an issue where a minority of users were being returned to the start of a workflow having been through the Open Banking process