Process automation for financial services.

Automated Financial Services has never been easier. Create and manage workflows to automate your financial services processes. Save time and money with our easy-to-use, no-code automation solutions. 

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Automated Financial Services for any organisation, no matter how big or small

Simplify your and automate your financial services processes.

Streamline your processes with automated Financial Services. Free up your time to work on complex issues that require a human element by automating repetitive tasks. Manage and optimise communication, document sharing, and even data management with our extensive list of features. 

Create bespoke automation solutions for your finance business with an easy-to-use visual workflow builder. Assign workflows, move people between workflows, and layer workflows for a fully connected system. 

Integrate with popular finance tools.

We designed AUTTO to fit into your existing systems and processes. We can connect to the tools you are already using with our extensive catalogue of integrations. And integrations are quick and straightforward to set up. 

AUTTO offers seamless integration with payment gateways and processors such as Stripe. We can also optimise communication with Email features and Slack integration. Plus, you can build file-sharing into your workflows with integrations for leading cloud sharing platforms (Google Drive, DropBox, and One Drive). 

Read More About AUTTO Integrations

Workflow tools designed for growth.

We know optimising and automating your processes will help your business flourish. And AUTTO was developed to grow with you. You won’t be limited by licenses. Instead, AUTTO scales with you. Workflows are scalable. The more you use them, the more time you save. 

 

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Data management made simple and quick.

AUTTO was created with financial departments in mind. We have optimised our features to deliver Automated Financial Services solutions for finance teams. Among our many great features, you will find a collection of fantastic data management features.

From Excel to Interconnected to Workflows With New AUTTO feature

Learn more about using excel data in your workflows.

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Here are just a few of the automated financial service processes you can do with AUTTO:

  • Convert spreadsheets into databases
  • Export tables as spreadsheets
  • Perform complex calculations
  • Use existing data to create new data
  • Retrieve data from other platforms with API integration

No code financial services automation.

Achieve sophisticated automation workflows without any coding. AUTTO uses a flowchart-like visual builder that makes creating workflows straightforward. There’s no need to consume hours of the tech team’s time. You can create fully customised workflows yourself. AUTTO is filled with tools, features and integrations designed to help finance departments produce automation solutions tailored to their exact needs.

Go from excel to interconnected workflows with AUTTO.

Spreadsheets are a crucial tool in finance teams and departments. They’re essential for managing and processing data. And now, with AUTTO, they can be used to move and process data automatically. AUTTOs data management features and excel integrations enable you to conveniently leverage, manage, and process excel data across multiple interconnected, automated Financial Services workflows. 

Benefits of using AUTTO to streamline
your finance processes:

The benefits of AUTTO are too plentiful to cover fully. But here’s a look at some of what you get when you use AUTTO to automate your financial service processes:

  • Maintain regulatory compliance by tracking your processes
  • Easily set up workflows
  • Complex workflows with no coding needed
  • Create bespoke automation solutions to meet your needs
  • Save time to focus on the more significant tasks that require a human touch
  • Create complex decision trees that make instant changes as you work through the process
  • Quickly and effortlessly integrate with existing systems
  • You are not limited to licenses - scale as you grow
  • Automate mundane recurring tasks and better allocate your teams resources
  • Create and manage workflows with ease - no tech expertise necessary
  • A tech tool that doesn’t call on inhouse IT teams resource.

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AUTTO is simple enough for any team to use, but powerful enough to manage all your processes.

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NEW WEBINAR!

An Intro To AUTTO

How to Automate a Complex Process without Writing a Line of Code

  • Date: 31 March 2022
  • Time 14:00 BST
  • Host: Ian Gosling, Founder of AUTTO
register now

Hi there,

AUTTO is a no-code, business and document automation platform. No-code means you can build tailor-made automated processes without having to be a developer.

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