OUR AUTOMATED ALLOCATION PROCESS WILL ENSURE A HIGH STANDARD OF ACCURACY
The system will also increase efficiency and allow users to spend more time on exceptions while also enriching the process using information for other systems in the business that will add to the accuracy of the allocations.
Allocation rules can be setup to identify complex patterns or simple lookups to determine what the transaction allocation should be.
Allocating cash or other transaction types can be a very manual and time-consuming process. Implementing auto allocation processes helps our clients massively increase efficiency and automate manual processes.
Our software easily integrates into all major finance management, treasury, and banking systems. Security and data integrity is always key priority.
For the exceptions, we have designed a workflow that allows the business to investigate and manually allocate data, all this backed by a full audit log.