Meet your newest employee benefit.

Designed to reduce financial stress and increase productivity.

The comprehensive financial wellness solution your employees deserve

Paperwork helps your employees at every stage of their financial journey. From budgeting, saving, and investing to retirement, insurance, and estate planning, Paperwork empowers your employees to achieve peace of mind and improve their financial health.

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“One in three full-time employees says that money worries have negatively impacted their productivity at work.”

– PwC's 2023 Employee Financial Wellness Survey

Increase productivity

Ease employees’ financial stress with an easy-to-use app that offers personalized guidance throughout their financial journey. With less financial worries, employees can stay focused and engaged, enhancing productivity.

Boost retention

Assist employees in achieving financial stability with interactive chat-based features that help them feel supported, nurture loyalty and enhance the prospect of long-term retention knowing you have their interests at heart.

Improve recruitment

Offering a comprehensive financial wellness program aids in recruiting top talent. With 60% of employees facing financial stress, our modern, convenient solution will set you apart.

Enhance satisfaction

Our all-in-one app showcases your dedication to employees' financial wellbeing beyond the workplace, covering insurance, estate planning, and family financial security — providing peace of mind employees will value.

Why choose Paperwork?

This is what modern financial empowerment looks like

Step-by-step guidance

Bite-sized modules with personalized insights help employees make the most of their money at all life stages
Action plan

Tailored action plan based on each employee’s individual needs helps keep them on track
Wellness scoring

Employees get a real-time snapshot of how they’re doing across all aspects of their financial life
Digital vault

Convenient hub to organize, access and share financial documents and accounts in one secure place
Financial visibility

Seamless integration with employees’ accounts across institutions, providing them with a holistic view of their finances
Virtual coaches

Employees can schedule one-on-one sessions with financial coaches and wealth advisors for personalized support and advice