The SharePoint Alternative Built for Regulated Financial Workflows

Jinba gives compliance teams deterministic, auditable workflows with full enterprise controls. Build in days, not months, without the governance gaps.

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Why Regulated Financial Institutions Choose Jinba Over SharePoint

Workflow diagram

SharePoint was built for document management, not regulatory workflow automation. Jinba Flow is purpose-built for banks and insurance companies that need deterministic, auditable, and fully governed process automation without expensive custom development or months of configuration.

  • Describe your workflow in plain language and refine it in a visual flowchart editor, generating compliant automation drafts in hours instead of months
  • Configure routing rules, approval thresholds, and exception paths using structured conditional logic built for regulatory and operational requirements
  • Automatically validate and enrich workflow inputs by connecting to internal systems, databases, and document sources without brittle custom integrations
  • Maintain complete audit logs with timestamped execution records, change history, and RBAC-controlled access for every workflow run and deployment

How Teams Replace SharePoint Workflows with Jinba

Send weekly metrics to Slack every Monday at 9am
1
Build in Jinba Flow

Technical and semi-technical teams use Jinba Flow's chat-to-flow generation and visual editor to build deterministic, reusable workflows for KYC processing, compliance checks, contract review, and loan underwriting.

test_runner.log
Running workflow test...
Input validation 12ms
Fetch from Sheets API 847ms
Process 24 rows 156ms
Send to #sales 203ms
PASS All steps completed 1.22s
Output preview:
"sent": true, "channel": "#sales"
2
Deploy securely (API / batch / MCP)

Publish workflows as APIs, batch processes, or MCP servers with on-premise or private-cloud deployment, SSO, RBAC, version control, and feature flags ensuring governed rollout in air-gapped environments.

3
Run in Jinba App (guardrailed UI)

Business users execute approved workflows safely in Jinba App through a conversational interface with auto-generated input forms, keeping execution consistent and auditable without requiring workflow tooling knowledge.

Enterprise Ready

Control, security, and support for large organizations.

On-Prem
Jinba
Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions
128 Active
Sarah Chen
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
Guest User External Auditor
Admin Access
SSO Enforced
Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log
1
[200] 09:14:22 GET /api/v1/health_check
2
[INFO] 09:14:23 Worker node_04 connected
3
[AUTH] 09:15:01 User admin@corp verified
4
[AUDIT] 09:15:02 Role assignment update
5
// Syncing to edge...
6
[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

User
Marketing
RESTRICTED
HR
ALLOWED
Screening
Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox
OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet
Azure OpenAI GPT-4 Turbo
Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

On-Prem
Jinba
Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions
128 Active
Sarah Chen
Sarah Chen Engineering Lead
Workflows
Michael Ross
Michael Ross Product Manager
Analytics
Guest User
Guest User External Auditor
Admin Access
SSO Enforced
Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log
1
[200] 09:14:22 GET /api/v1/health_check
2
[INFO] 09:14:23 Worker node_04 connected
3
[AUTH] 09:15:01 User admin@corp verified
4
[AUDIT] 09:15:02 Role assignment update
5
// Syncing to edge...
6
[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

User
Marketing
RESTRICTED
HR
ALLOWED
Screening
Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox
OpenAI
Gmail
Slack
HubSpot
Salesforce
Notion
Linear
GitHub
Teams
Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice
Alice 10:42 AM
We need a connector for our internal CRM. Is this possible?
James
James 10:43 AM
Sure! Can you share the API spec?
Alice
crm_api_spec.pdf
James
Got it. I'll have the connector ready by tomorrow.
James
James Next day
Connector is live!
Alice
Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet
Azure OpenAI GPT-4 Turbo
Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

See Why Financial Teams Switch from SharePoint to Jinba

If your compliance and operations teams are working around SharePoint's limitations, Jinba can replace those workflows with governed, auditable automations built for regulated financial institutions.

Book a Demo

Frequently Asked Questions

Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.

Why is Jinba a better SharePoint alternative for banks?

SharePoint is built for document storage and basic list-based workflows, not regulatory automation. Jinba Flow delivers deterministic, 80% rule-based workflows with full audit logging, RBAC, SSO, and on-premise deployment. It is purpose-built for the compliance and governance demands of banks and insurance companies with 20,000 or more employees.

Can Jinba deploy on-premise like SharePoint?

Yes. Jinba supports on-premise and private-cloud deployment, including air-gapped environments. This is a core differentiator for financial institutions that cannot route sensitive customer or compliance data through cloud-only platforms.

How quickly can we migrate SharePoint workflows to Jinba?

Jinba's chat-to-flow generation allows technical teams to rebuild and deploy complex workflows in days rather than months. The visual workflow editor makes it straightforward to replicate and improve on existing SharePoint process logic with proper governance controls.

Does Jinba support audit logging and version control?

Yes. Every workflow execution in Jinba carries a full audit trail including timestamps, input and output records, approver history, and change logs. Version control and feature flags allow teams to manage releases and roll back changes in a controlled manner.

What compliance standards does Jinba meet?

Jinba is SOC II compliant. It also supports enterprise controls including RBAC, SSO, Active Directory integration, and on-premise deployment to meet the internal governance requirements of regulated financial institutions.

Who builds and who runs workflows in Jinba?

Technical and semi-technical teams build and configure workflows in Jinba Flow using chat-to-flow generation and a visual editor. Non-technical business users such as compliance officers, KYC analysts, and loan processors then execute those workflows safely in Jinba App via chat and auto-generated forms.

What financial workflows can Jinba automate?

Jinba supports KYC document processing, contract review and checking, compliance workflow checks, loan underwriting automation, investment document assessment, document drafting and ingestion, and bank-to-bank KYC processes involving multiple workflow components.

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