Workflow for Finance

How can workflow automation help finance and insurance organizations?

Customer Quote

“There’s no more chasing people around trying to figure out the status of something.”

Bridget Greenberg, Business Workflow Analyst, Philadelphia Federal Credit Union


Maximize Compliance and Efficiency

Fiscal responsibility is more central to businesses today than ever before. Top executives are shifting focus to identifying new tools like automated workflow for finance organizations to ensure compliance and consistent ROI across an organization’s many divisions. Workflow automation can immediately impact the efficiency and accuracy of finance processes, from check requests to general ledger processes and purchasing.

For instance, if you’re still using paper, telephone, and fax for requests and approvals, you’re already long out of date. These and other business-critical processes demand timely attention because they drive core functions in your organization. Integrify streamlines these critical processes and removes the barriers to running a high-performance financial organization.

Budget approvals, accounts payable, purchase requests, expense requests, invoice reconciliation, and other financial processes can be upgraded to automated workflows that ensure consistency and compliance.

Workflow Automation Examples from the Financial Industry

  • Incident Management
  • Process Audit Trails
  • Contract Management
  • Compliance Review
  • Centralizing Processes Post-Merger
  • New Customer Onboarding and Account Set-Up
  • Employee Hiring and Offboarding
  • Complaint Management
  • Order Management

Case Studies

Proficient Benefit Solutions Customer Testimonial 

Andrew from Proficient Benefit Solutions talks about how Integrify helped their organization become more efficient, what it was like before Integrify, and what made it choose Integrify.

Interested in Automating Your Workflow?

We have a library of resources to help you on your journey to an automated workflow.

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Automate Any Business Process

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