Account Statement Sending & Reconciliation Automation
Forget manual work and errors. We connect to your ERP, generate the account statements, send the emails automatically and read the replies to update the system.
Is your team still sending account statements to clients manually?
Every month, hundreds of hours are lost in repetitive tasks:
- Downloading information from the ERP
- Creating files per client
- Sending emails one by one
- Waiting for manual reconciliations.
The result: collection delays, data errors, rework, impacted cash flow… a lot of money and time lost!
We automate your account statements
Get in touch to boost the productivity of your processes.
Strategic partners who already got their time back
How do we do it?
At Inovot we design a solution that integrates directly with your ERP so account-statement sending and payment reconciliation happen in minutes, not days.
We connect to your ERP or data source
We extract invoice, payment and other relevant information directly from your ERP and/or data sources.
We generate personalized account statements
Ready for each client. Because every client has a different portfolio and information.
We send the emails automatically
Including reconciliation forms. This way, we can reconcile once your clients reply.
