We Serve Financial Institutions in three ways

Bringing clarity, control, and efficiency to complex, document-driven operations.

ECM Platform For Lending & Deposit Operations

One platform unifies your core and all ancillary systems, with document imaging tied to exception tracking and automated workflows.

Authorized Solution Provider

One platform unifies your core and all ancillary systems, with document imaging tied to exception tracking and automated workflows.

Conversion Service For Banks And Credit Unions

Over 30 Years Of Experience Helping Financial Institutions Convert, Migrate, And Modernize Document Systems Without Risk Or Data Loss.

Experience You Can Trust in an AI-Driven Era

AI in banking isn’t new to us. We’ve been building intelligent automation since our founding in 1985—preparing the way for AI long before the technology caught up to the vision.

20+ Years of Intelligent Automation - The Foundation AI Depends On

For more than two decades, we’ve been building intelligent automation solutions for banks and credit unions. Our software is shaped by real-world banking rules, refined through decades of use by our customers, and designed to handle the complexity financial institutions live with every day.

Using RAG to Deliver Document Conversions Faster & More Accurately

We’re implementing Retrieval-Augmented Generation (RAG) to optimize document conversions. By referencing real files, metadata, and established conversion rules, the system ensures accurate results while speeding up conversions. This approach reduces errors and delivers higher-quality, more reliable outcomes.

Our Software Solution

Document Imaging Tied to Exception Tracking

INFO-ACCESS is our flagship platform built specifically for banks and credit unions, integrating document imaging with exception tracking. Our connection between your core and document management system (DMS) gives you a single, intelligent engine with real-time visibility, control, and automation across document-driven workflows.

Automated Document Tracking

Exception Management & Reporting

Collateral Management

Rules-Based Automation With Precise Outcomes

Our Support Services

Authorized Solution Provider

As an authorized OnBase reseller, PROFORMANCE provides implementation, support, and long-term optimization for financial institutions using the OnBase platform. We bring decades of banking expertise to ensure OnBase works the way your institution actually operates—not just the way it’s configured out of the box.

Implementation And Configuration

Ongoing Support And Troubleshooting

System Optimization And Best-Practice Guidance

Banking Expertise At A Competitive Cost

Our Conversion Services

Document & Data Conversion Services

Document System Conversions is our dedicated document conversion service, built for financial institutions navigating mergers, acquisitions, core conversions, and system migrations. We specialize in converting, validating, and organizing large volumes of bank documents—ensuring records remain accurate, accessible, and audit-ready.