Management29 September 2023by Wakett

Finance Automation: Bid Farewell to Boring Investment Tasks

Every financial company, no matter its size, will have a series of repetitive tasks that need to be done to ensure smooth operations. But having your employees spend hours copying and pasting, cross-checking, and updating data makes very little financial sense. That’s where finance automation comes in, and it can save you time and money on your operations!


Finance Automation: What Tasks Can It Do?

Financial tasks can be wide-ranging and time-consuming. On a day-to-day basis, your team will probably spend hours working on tasks like:

  • Collecting data from a multitude of sources and in a wide variety of formats (Excel, jpeg, PDF);
  • Transform that data to fit into your system and database; 
  • Cross-check data between different databases; and
  • Compile reports from the data that’s been collected.

The list can go on and on, but there are three things that unite all these tasks:

  • They are important;
  • They are time-consuming; and
  • They can easily be automated.


Introducing AUTOMAN: Our Finance Automation Software

As experts in both the financial and development fields, we are in a unique position to see how technology can be used to help investment companies. That’s why we came up with AUTOMAN, our finance automation and data processing software that can autonomously:

  • Collect data from any source and in any format;
  • Transform data to fit your database and system;
  • Cross-check data from different databases; and
  • Issue personalised reports.

Of course, as it’s a piece of software, it can work on automated statement processing 24/7 without the need for a break. Moreover, given it’s properly coded, such software does not make mistakes, saving you headaches in the long run, and it also doesn’t need to be paid a wage just to copy and paste information.

This gives your team time to focus on important tasks that actually require human input, such as strategising and meeting clients.

What’s more, AUTOMAN is completely customisable, so it can be built around your company’s specific needs. And, of course, you can combine it with our other software solutions to make it even more powerful.

So, what are you waiting for? Get in touch with us to find out how AUTOMAN could save you money, your employees’ time, and improve performance over all!