Yes, Venn offers a range of automations to help streamline your business banking experience. These include:
Recurring transfers: Schedule repeat outgoing transfers from your Venn account.
Recurring invoices: Set up repeat invoices to be automatically issued to your clients.
Auto load rules: Automatically top up your Venn CAD account when the balance drops below a set amount.
Transfer rules: Create approval workflows for outgoing transfers, so Admins and Owners can manage who approves what.
Accounting rules: Automatically categorize Venn Mastercard transactions for easier bookkeeping.
Team roles: Invite team members with role-based permissions to control access and responsibilities.
These automations are designed to save time, reduce manual work, and improve control over your financial operations.