Accurate, Efficient, Cost Effective
Financial Reporting Automation
The Innovata team follows financial best practices while automating to ensure compliance and accuracy.
Financial Reporting Automation
Less Time Creating,
More Time Analyzing
We provide precise financial statement prep, ensuring compliance. Our regulatory reporting exceeds all standards. Reconciliations resolve discrepancies promptly. Data consolidation streamlines information. Management reporting offers insightful analysis. Budgeting, forecasting, cash flow projections, and strategic planning are all at your fingertips with Innovata.
Improved Data Integrity
And Compliance
The Innovata team creates automated processes that include real-time data validation checks, maintaining high standards for financial information reliability. This automation liberates finance teams from repetitive tasks, enabling focus on value-added activities like analysis and decision-making. It enforces standardized processes and controls, facilitating regulatory compliance and governance adherence. Get real-time insights and empower your team to make informed, data-drive decisions swifty.
Merge Disparate Data
For 360 View
- Data Integration: Gathering and merging data from various sources like ERP systems, spreadsheets, and databases into a centralized repository.
- Data Transformation: Automatically converting and standardizing data to maintain consistency and accuracy across diverse systems.
- Report Generation: Generating tailored, actionable financial reports using predefined templates and formats.
- Collaboration and Workflow: Facilitating team collaboration, review, approval workflows, and tracking changes in reports.
- Data Analytics and Visualization: Utilizing embedded analytics and visualization tools to extract insights from financial data and present them in visually appealing formats.
- Data Security and Compliance: Implementing robust security measures to safeguard sensitive financial data and ensure adherence to data privacy regulations.
Streamline your financial statement preparation
Automate processes between disparate systems
Customize reports with guaranteed accuracy
Let's get started
A better way to create your Financial Reporting.
Hear What People Are Saying About Us
“Servcon’s data maturity has significantly increased throughout our multi-year relationship with Innovata. They’ve implemented efficient real-time analytics to drive business performance and are a trusted partner for anything data-related.”
Brad ScorsePresident, Servcon 
“Our Engineers & Superintendents lacked visibility into Actual vs Estimated spending. The accounting system is hard to reach and antiquated. The Innovata team quickly implemented Power BI to visualize accounting data. As a result, we now use the trusted information source for spending analysis, accelerating the evaluation of today’s expense against historical trends. Our analytics & data maturity has significantly increased since engaging Jason and his team.”
Jason ChurchillCEO, Petro Legacy 
“Innovata helped us transition our internal BI platform from Spotfire to Power BI. Anthony Mancuso and his team were a hands-on, collaborative partner, who’s knowledge and experience helped us develop our BI strategy while also increasing our Power BI capabilities. They helped migrate existing operational dashboards and developed new analytics that provide more visibility into our lending production and membership development practices. The analytics developed have provided valuable insights on how to better serve our existing membership community as well as increase the overall membership of the credit union.”
Michael HolmesManager Innovation & Integration, AmeriCU Credit Union 
“The Innovata team transformed our analytics capabilities, increased trust in our data, implemented a Power BI platform and trained internal users on the platform. As a result, we now have daily visibility into operational and financial metrics. They were attentive, accommodating, and very collaborative with our operations leaders to help make what could have been a long and intricate process both approachable and streamlined. The owner, Jason Fox, is a hands-on, clear-thinking leader whose experience helps to bridge the gap of complexity between Innovata client businesses, their needs, and the solutions to help them succeed.”
Karthik S-V. SeshanCEO, Neuro Alert 
“Innovota accelerated our data & analytics maturity by implementing a customized and scalable business intelligence solution in less than six months. A factor in this acceleration was their deep HR and staffing experience. As a result, our leadership team now has Power BI financial, operational, and team performance dashboards, refreshing daily, that gets us the data and insights we need to make decisions that foster business performance and growth.”
Patrick HendersonPresident & CEO, SASR Workforce Solutions 
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“Servcon’s data maturity has significantly increased throughout our multi-year relationship with Innovata Analytics. They’ve implemented efficient real-time analytics to drive business performance and are a trusted partner for anything data-related.”
Brad ScorsePresident, Servcon
“Our Engineers & Superintendents lacked visibility into Actual vs Estimated spending. The accounting system is hard to reach and antiquated. The Innovata team quickly implemented Power BI to visualize accounting data. As a result, we now use the trusted information source for spending analysis, accelerating the evaluation of today’s expense against historical trends. Our analytics & data maturity has significantly increased since engaging Jason and his team.”
Jason ChurchillCEO, Petro Legacy
“Innovata Analytics helped us transition our internal BI platform from Spotfire to Power BI. Anthony Mancuso and his team were a hands-on, collaborative partner, who’s knowledge and experience helped us develop our BI strategy while also increasing our Power BI capabilities. They helped migrate existing operational dashboards and developed new analytics that provide more visibility into our lending production and membership development practices. The analytics developed have provided valuable insights on how to better serve our existing membership community as well as increase the overall membership of the credit union.”
Michael HolmesManager Innovation & Integration, AmeriCU Credit Union
“The Innovata team transformed our analytics capabilities, increased trust in our data, implemented a Power BI platform and trained internal users on the platform. As a result, we now have daily visibility into operational and financial metrics. They were attentive, accommodating, and very collaborative with our operations leaders to help make what could have been a long and intricate process both approachable and streamlined. The owner, Jason Fox, is a hands-on, clear-thinking leader whose experience helps to bridge the gap of complexity between Innovata client businesses, their needs, and the solutions to help them succeed.”
Karthik S-V. SeshanCEO, Neuro Alert
“The Innovata team transformed our analytics capabilities, increased trust in our data, implemented a Power BI platform and trained internal users on the platform. As a result, we now have daily visibility into operational and financial metrics. They were attentive, accommodating, and very collaborative with our operations leaders to help make what could have been a long and intricate process both approachable and streamlined. The owner, Jason Fox, is a hands-on, clear-thinking leader whose experience helps to bridge the gap of complexity between Innovata client businesses, their needs, and the solutions to help them succeed.”
Patrick HendersonPresident & CEO, SASR Workforce Solutions
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data-driven decisions.
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