Industry Guide
Secure PDF API for fintech and healthtech
Fintech and healthtech applications often generate sensitive documents such as account statements, onboarding packets, treatment summaries, internal reports, approval forms, and customer communications. XeroPDF is positioned as a privacy-first HTML to PDF API for these kinds of workflows, with in-memory rendering, optional password protection, and asynchronous webhook delivery.
Targeted industries
2
fintech and healthtech are named on-site
Security option
Password
AES-256 PDF encryption is supported
Delivery model
Direct or webhook
works for synchronous and async jobs
Why these industries care about document handling
Fintech and healthtech software frequently produces documents containing sensitive customer, patient, financial, or operational information. Teams in these sectors usually need more than just visual rendering. They also care about how documents are processed, how outputs are delivered, and whether access controls can be applied before documents reach end users.
| Sector | Typical generated files | Why secure handling matters |
|---|---|---|
| Fintech | Statements, invoices, onboarding forms, approval letters | Documents may include financial data, customer identifiers, and account history |
| Healthtech | Care summaries, internal reports, appointment documents, portal exports | Documents may contain clinical, operational, or personally sensitive information |
How XeroPDF addresses sensitive workflows
- In-memory rendering is part of the product's privacy-first positioning
- HTTPS is used for connections to the service
- Password-protected PDF generation is supported for an additional access layer on output files
- Webhook delivery supports asynchronous document workflows
- Prepaid pricing avoids a more complex subscription model for smaller teams
Published compliance note: customers remain responsible for their own regulatory, compliance, and deployment requirements.
Relevant request fields for secure PDF generation
`password`
Encrypt the generated PDF before returning it to the client or downstream system.
`webhookUrl`
Use asynchronous delivery for workflows that should not wait on the originating request.
`headerTemplate` and `footerTemplate`
Add branded document headers and footers from HTML templates.
`waitForSelector` and `delayMs`
Control rendering timing when documents depend on late-loading content or script execution.
Example use cases
Fintech example
Generate monthly account statements, password-protect them, and deliver them to a document management system using a webhook.
Healthtech example
Render patient-facing summaries or internal operational PDFs from application templates without storing the source HTML as a customer document in application storage.
Related resources
HTML to PDF API
Review PDF endpoint capabilities, pricing, and request examples.
HTML to Screenshot API
Capture previews and visual exports alongside PDF generation.
Account statement PDF API
See a privacy-sensitive customer statement workflow.
Compliance document PDF API
See a related workflow for formal and review-oriented documents.
Privacy policy
Read the published account and API data handling policy.
OpenAPI specification
Inspect the live machine-readable schema for request fields and responses.