800+ QA Teams in Financial Services Trust TestRail

Streamline your QA process, mitigate risk, and achieve regulatory peace of mind with the leading standalone financial services and banking test management platform—centralized for maximum efficiency.

We know you have no room for error. We're up for the challenge.

In the high-stakes world of banking and finance, where compliance and security demand near-perfection and quality issues can lead to substantial repercussions, TestRail stands out as a leading solution. As the trusted QA management tool for over 800 financial institutions globally, it ensures seamless team coordination and excellence in meeting rigorous standards.

Simplify compliance and audit readiness

TestRail mitigates the risk of regulatory missteps, safeguarding against potential fines, erosion of customer trust, and damage to your brand's reputation.

Robust customization allows you to be prepared and protected by:

  • Standards and policies: Implementing rules and policies to adhere to compliance frameworks and common controls

  • Audit readiness: Preparing for audits and better understand the root cause of issues with easy access to audit data

Mitigate security risk

TestRail allows you to proactively tackle security vulnerabilities, minimizing the risk of breaches and protecting your data and reputation. TestRail helps by:

  • Strengthening your access controls: Implement granular user roles and permissions, ensuring only authorized individuals can access sensitive data and testing projects

  • Maintaining detailed audit logs: Track all user activity and data modifications within the platform, providing a clear audit trail for security investigations

Gain real-time testing visibility

By providing clear insights and control, TestRail helps prevent costly delays and maintain software quality, safeguarding financial operations and customer experience.

Centralize testing efforts and maintain the quality of record by:

  • Testing traceability: Establishing end-to-end traceability–against requirements, defects, and user/activity logs–in a single place, purpose-built for testing

  • Single source of truth: Sharing rich, real-time dashboards, customizable reports, and notifications with all stakeholders
“TestRail improves our collaboration, efficacy, and application quality, which in turn provides the best customer experience.”

Keli Jordan

Director of Quality Assurance

Join the over 800 financial institutions using TestRail to release better code, faster

Robust and secure testing capabilities

Financial institutions juggle complex regulations, intricate systems, and real-time testing across diverse channels. More than 800 testing teams in this industry rely on these features daily.

Security features:

Single Sign-On (SSO)

Enforce security policies by integrating with your preferred SSO IDP using SAML, OAuth, and OpenID Connect.
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Robust Audit Logs

Track all user activity and test entities to maintain a detailed record for compliance audits.
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SOC 2 Certification

Ensure the highest security standards with TestRail's SOC 2 certification.
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99.98% uptime and reliable performance for peak testing demands.
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Compliance support features:

Automated Backups and Restore

Protect your valuable testing data with secure, scheduled backups and seamless restoration capabilities.
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Compliant Workflows

Design custom workflows aligned with your specific regulatory requirements.
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Integration library:

Connect Testing Technology

Integrate your existing DevOps tools and CI/CD pipelines with TestRail for a unified testing experience—and build end-to-end traceability.
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Easily Upload Automated Tests

Reports from all of the most popular test automation frameworks and tools—like Cypress.io, Playwright, JUnit, TestNG, NUnit, Pytest, and Robot Framework—can be uploaded using the TestRail CLI to track coverage and visualize results.
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Visibility and control features:

Rich Reporting and Dashboards

Use insights into your testing progress to identify bottlenecks and make informed, data-driven decisions.
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Custom Email Notifications

Stay informed about critical testing updates and ensure transparency across your team.
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Personalized To-Do Lists

Prioritize tasks, assign responsibilities, and collaborate effectively with your QA team.
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Customization features:

Custom Fields and Workflows

Design testing processes that perfectly match your specific workflows and methodologies.
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Test Case Versioning and Review

Track changes, ensure quality, and collaborate seamlessly with review and approval flows.
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Test Data Parameterization

Store all of your test data and simplify test creation and execution with parameterization capabilities.
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Migrating from another test management solution?

TestRail makes it easy to migrate your existing test cases via a simple XML file format or directly from CSV/Excel files. We also have scripts available to migrate files from other test management tools like Zephyr, Azure DevOps, qTest, Xray, and more. Visit our support center to learn more:
TestRail - Modern Integrations

Unlock full visibility into QA

Flexible integrations and customizations connect your entire tech stack into a single source of truth

Quality engineered for Enterprise

Compatible with security and compliance regulations but flexible enough to integrate with any workflow or tech stack. Customizable to fit any sized organization at any scale. TestRail is the only choice for enterprises looking to seriously elevate software testing.

Get total
control over
your testing

“TestRail is a great all-in-one tool for managing test repositories, creating test plans, tracking test execution progress, monitoring automation coverage, and generating insightful reports.”

Amrathraj Nayak

Engineer Manager - QA

Get total
control over
your testing

“When it comes down to preparing our test suites and test cases, we save 20% of our time using TestRail because we can create test cases and test suites faster with intuitive UI/UX.”

Jiří Malý

Senior Software Tester

Get total
control over
your testing

“TestRail improves our collaboration, efficacy, and application quality, which in turn provides the best customer experience.”

Kelli Jordan

Director of QA

Get total
control over
your testing

“TestRail enables us to deliver consistent product quality and communicate the state of testing in simple terms to management and executives.”

Moira Tuffs

Software QA Manager

Build quality processes and release with confidence