Automation for Banking and Finance

Security-forward banking organizations need customization and automation to function more effectively.

When IT resources are strained but your business needs efficiency and ROI quickly, I-nnovate can deliver automation that suits your needs.

Banking Automation Solutions

Atomically Close Inactive Accounts, Intelligently

Have love-gone customer accounts filled up your financial system? If you need a system for clearing them out in bulk or automatically removing them after meeting certain conditions, I-nnovate can solve your problem.

Your team can review and dispatch large volumes of inactive accounts while maintaining compliance with policies and needed approvals.

Customized New Account Workflow

Do your systems permit new account creation and trigger the correct workflows that you need?

I-nnovate helps companies create new accounts with automated workflows that connect with existing CRM, ERP, or other software. Different departments have varying requirements and different software, so we help all parts work together seamlessly.

End-to-End PO Automation

Reduce accounting costs by automatically route Purchase Orders for approvals based existing purchasing rules. Track and audit easily with integrated SQL Reporting Services.

I-nnovate's PO automation solutions integrate with payment request workflows, enabling information flow from PO approval to invoice payment.