A PARTNER YOU CAN TRUST

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By working with thousands of CPA firms all over the US, Invoke has developed deep domain knowledge in financial services, payroll, and accounting. Our solution is secure and PCI-Certified, making it easy to ensure compliance from your IT department.

Value to borrowers

Borrowers can submit their supporting documentation for the requested forgiveness amount and obtain guidance on the calculation.
Key Activities

• Store documentation securely for potential future audits
• Secure communication with your CPA and/or Financial Institution
• Guidance on loan amount based on provided data.
• Centralize your process to obtain status updates on your loan forgiveness request.

CPA Firms

See the immediate value by automating assistance for your clients in a structured approach, streamlining communication and content management for your clients and employees, and optimizing support for future audit requests.
Key Activities

• Content Management
• Secure client communication
• Processing workflow with approvals and checklists
• Complete audit capability
  
• Executive-level progress reporting

Financial Institutions

Regardless if you process the loan forgiveness yourself or decide to work with a partner, our platform streamlines the work involved and mitigates your risk.
Key Activities

• Secured client communications
• Optimized workflow for loan processing
• Complete auditing and reporting
• Data integration options with Payroll providers and CPA firms.
• Progress reporting during the busy season
  
• Ongoing availability of the solution to support audits.

CONTACT US

Process implementation

​Engage INVOKE to manage a full process implementation from start to finish. INVOKE provides all necessary resources and skills to deliver a production ready automated process. Work can be organized one process at a time or for a set of processes in parallel. 

STAFF AUGMENTATION

​INVOKE provides the right skill to supplement your internal team at the right time. Roles include:
- Business Analysis
- Solution Architecture and design
- Development & testing
- Process support and maintenance
- System and environment support
- Training & Mentoring

Business consulting

​INVOKE guides you through the journey of intelligent automation. Our Business Consulting services are designed to support your initiative at every step. Example services include:
- Analyze a Line of Business for improvement
- Perform lean process optimization consulting
- Develop a Center of Excellence (COE)
- Build a pipeline for transformation
- Develop a business case for transformation

training & mentoring

Support services

Building your internal capability can be a challenge. INVOKE's Training & Mentoring services provides a practical approach to build up your internal capabilities as you scale and applies for new and experienced organizations.
The mentoring service ensures that what is learned is practiced and has shown to significantly increase the learning curve while building good automation behaviors.

​Managing automated processes can become a significant time commitment and require a host of expertise. INVOKE's Support services provide you with an EASY button to ongoing support and maintenance. We keep automated processes running and healthy, your environment up to date and provide business operational support.