integrio – smart process automation

integrio is the smart solution for end-to-end process automation, notification, verification and deviation handling. integrio automates individually configurable business processes and enables continuous process control and monitoring.

Benefits at a glance

Automate all everyday, recurring processes so you can focus on handling exceptions, special cases, and non-repetitive tasks.

  • Modeling and configuring your end-to-end or subprocesses
  • Straight-through processing - cross all applications
  • Interdisciplinary and cross-organisational use
  • Active notification
  • Guided user interaction
  • Overview of the tasks to be processed and process steps

Fields of application

  • Digital Onboarding - for partners and new employees
  • Digital exchange and structured updating of contract and condition data between business partners
  • Automated settlement of asset management and advisory mandates integrated with calculo
  • Automatic determination and allocation of fees and digital dispatch of the respective invoices
  • Automated reconciliation of data stocks, account reconciliation, etc.

What functionalities does integrio provide?

  • Event-based process management

    integrio enables decisions by means of definable rules or expected results and bandwidths, whether a next process step can be carried out automatically, or whether a user interaction is required.

  • Compatibility and triggers

    integrio can interact with external systems via trigger mechanisms. In the sense of straight-through processing, "integrio processes" can be initiated externally. On the other hand, subsequent actions of higher-level processes / systems can also be triggered.

  • Definition and mapping of organisational structures, functions and roles

    for process control and monitoring. Access control using a role-based authorisation concept.

  • Resubmission of processes or process elements

    following predefined times and time spans.

  • Scheduling and tracking

    Scheduling, tracking, and reminders of required process steps and interactions. integrio actively informs the user of overdue process steps.

  • Notification

    Contextual notification for user groups via e-mail or system messages can be configured for each process step.

  • Control

    Configurable for which process elements a 4-eye principle (eg erasure, mutation) is required. Seamless recording and traceability of all audit-relevant actions and manipulations with storage of time stamps of the individual process steps.

  • Process Designer

    The optional "Process Designer" allows trained users to model and configure processes themselves without the need for a change request to the supplier.

  • Adaptability

    integrios modular design enables standardised and customised process modules to be assembled.

  • Reporting and evaluations

    At any time, control over the nature and cause of changes in the process and its components.

Success Stories

You can find a complete list of our Success Stories here...

Our customers

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integrio is the software solution for your needs?

Please contact Mr. David von Wartburg for further details. You can reach him by phone +41 44 952 55 55 or email: