---
title: "Banking & Finance Project Management | Orangescrum"
description: "Project management for banks, lenders, and financial services teams, with a self-hosted edition that keeps data inside your own infrastructure."
canonical: https://www.orangescrum.com/solutions/project-management-software-for-banking-and-finance
---

# Banking & Finance Project Management | Orangescrum

> For the complete documentation index, see [llms.txt](https://www.orangescrum.com/llms.txt).

[Home](/) / [Solutions](/solutions) / Banking and Finance

Banking and Finance

# Project Management for Banking, _Inside Your Own Perimeter_

Run regulatory change, core system migrations, and product launches without asking your risk team to approve another vendor holding your data.

Recommended editions[Cloud](/pricing "Cloud - included")[Self-Hosted](/self-hosted "Self-Hosted - included")Open Source

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## What does banking project management need?

Financial services projects are usually deadline bound and evidence bound at the same time. A regulatory change has a date that does not move, and somebody will later ask who approved what and when. Add a vendor risk review that can reject a tool purely on where the data sits. Orangescrum handles the delivery side, and the Self-Hosted edition runs entirely inside infrastructure you control, so the hosting question is answered before it is asked.

The problem

## Why change programmes in banks _slip_

Vendor risk review blocks the tool

A cloud tool clears the business case and then fails third party risk on data location, so the programme falls back to spreadsheets.

✓ A self-hosted edition on your own servers or private cloud.

Regulatory dates arrive faster than the plan

A fixed compliance deadline is tracked in a slide deck that is a week out of date by the time it is presented.

✓ A live plan with dependencies, so a slip shows what it pushes.

Evidence is rebuilt from email

Internal audit asks who signed off a control change and somebody spends two days searching mailboxes.

✓ Permanent activity history kept on the work item.

Risk owners are not licensed

Per seat pricing means risk, compliance, and operations reviewers never get an account, so reviews happen off system.

✓ Unlimited users on every plan, scoped by role.

What matters here

## Control, evidence, and _a date you can defend_

-   ### Runs on your infrastructure
    
    The Self-Hosted edition installs on your own servers, private cloud, or an air gapped network, so project data never leaves your control.
    
-   ### Access you can evidence
    
    Role based permissions per project, with SSO, OAuth, and LDAP or Active Directory sign in on Self-Hosted.
    
-   ### Permanent activity history
    
    Every work item keeps a record of who changed what and when, so audit evidence exists before it is requested.
    
-   ### Risk register
    
    Log programme risks with owners, impact, and mitigation, kept next to the work. Self-Hosted.
    
-   ### Reporting on delivery
    
    Status, effort, and cost reporting for steering committees, without anyone building the pack by hand.
    
-   ### Everyone in the loop
    
    Unlimited users means second line and operations staff work inside the tool instead of around it.
    

How it works

## How a change programme _runs_

1

Choose the deployment

Cloud where policy allows it, self-hosted where data has to stay inside your network.

2

Wire up sign in and roles

Connect SSO or Active Directory, then set who can see and change each project.

3

Plan against the deadline

Lay the work on a timeline with dependencies so the regulatory date is tested, not assumed.

4

Report and evidence

Steering reports come from live data, and the audit trail is already attached to the work.

Who it's for

## Where finance teams _use it_

Regulatory change programmes

Fixed deadlines with owners, dependencies, and evidence.

[Learn more →](/program-management-software)

Core system migrations

Multi team delivery tracked on one plan.

[Learn more →](/gantt-chart)

Product and channel launches

Cross department work with clear ownership.

[Learn more →](/work-management-software)

Availability

## Which edition includes _what_

Orangescrum runs as managed cloud, self-hosted on your own servers, or as the open-source Community Edition. Here is exactly what each one includes.

Available in Cloud and Self-Hosted. Self-hosted is the usual choice here.

| Capability | CloudManaged SaaS | Self-HostedOn-premise / private cloud | Open SourceCommunity Edition |

| Projects, tasks, and boards | ✓ | ✓ | ✓ |
| Role based access control | ✓ | ✓ | ✓ |
| Runs on your own infrastructure | ✗ | ✓ | ✓ |
| SSO, OAuth, LDAP and Active Directory | ✗ | ✓ | ✗ |
| Risk management | ✗ | ✓ | ✗ |
| Gantt schedule and dependencies | ✓ | ✓ | ✗ |
| Budget and cost tracking | Pro | ✓ | ✗ |
| Advanced reporting | Premium | ✓ | ✗ |

Frequently asked questions

## Banking and finance project management _FAQ_

### Can we run Orangescrum without our data leaving our network?

Yes. The Self-Hosted edition installs on your own servers, private cloud, or an air gapped environment, and nothing is sent to us. You control backups, retention, and who has access. This is why most banking and lending buyers choose it over the cloud edition.

### Is Orangescrum SOC 2 or PCI DSS certified?

No, and we will not imply otherwise. Those are properties of how an organisation operates and is independently assessed, and we have no such certification to point you at. What we can state plainly is that the Self-Hosted edition keeps project data inside infrastructure you control, access is role based and reviewable, and every work item carries a permanent activity history. Send us your vendor questionnaire and we will answer each line honestly, including the lines where the answer is no.

### Is this a core banking or accounting system?

No. Orangescrum is project delivery software. We do not have a general ledger, we do not post journals, and we are not a CRM or sales pipeline. We track project budget, logged effort, project cost, and client invoices, and finance teams export from there into the systems that do the accounting.

### Can we connect it to Active Directory?

Yes, in the Self-Hosted edition, which supports LDAP and Active Directory as well as SSO and OAuth identity providers. Joiners and leavers follow your existing directory rather than a separate user list somebody has to remember to update.

### Do we pay per user?

No. Pricing is a flat monthly plan with unlimited users: Basic is 29 dollars a month, Pro is 69, and Premium is 349. That matters in banking because the people who need visibility, such as risk, compliance, and operations reviewers, are usually the ones a per seat model prices out.

### Can we prove who approved a change?

Yes. Every task and document keeps a permanent history of edits, status changes, comments, and approvals, with the user and timestamp. When internal audit asks, the record already exists rather than being reconstructed from mailboxes.

### Can different departments be kept separate?

Yes. Permissions are role based and apply per project, so retail, treasury, and technology each see their own work. Programmes still roll the whole picture up for the people who need it.

### Can we track programme cost, not just tasks?

Yes. Set a budget per project, define rates, and actual cost builds from logged time as the work happens. Programme level views roll cost and progress up across the related projects.

## Keep the programme moving and the data where policy needs it

Cloud or fully self-hosted on your own infrastructure. Every plan includes unlimited users.

[Start Free Trial →](/sign-up?utm_source=website&utm_medium=feature&utm_content=solutions/project-management-software-for-banking-and-finance_cta)[Book a Demo](https://calendly.com/orangescrum)

## Related capabilities

[Self-Hosted editionRun it on your own servers](/self-hosted)[Risk managementOwners, impact, mitigation](/risk-management)[User role managementAccess you can evidence](/user-role-management)[Program managementRoll up across projects](/program-management-software)