Process Automation
Finance teams that rely on manual processes and tools like email and spreadsheets to manage financial data and operations are prone to confusion, data loss, and errors. By standardizing, automating, and integrating these processes, teams minimize mistakes, improve collaboration, and increase overall productivity.
Automating data collection provides full visibility into all the moving pieces in finance pipelines, like contracts, invoices, vendor information — without toggling between multiple tools or sorting through information manually. Finance automation software that integrates with other common financial tools, such as QuickBooks and Excel, serves as the missing piece that ties all aspects of your finance operations together.
Collects data and provides full visibility into all the moving pieces in finance pipelines, like contracts, invoices, vendor information — without toggling between multiple tools or sorting through information manually.
With automation, reviews and approvals don’t become a bottleneck in finance processes. Use rules to ensure that no transactions are completed without proper approval in place.
Use dashboards to measure how well processes are working, and to analyze potential bottleneck causes.
Make it easy for anyone to create a request, and even easier to track, view, and report. Customized form fills add consistency to your processes, and triggered emails and notifications mean fewer routine tasks for you to worry about.
When processes are organized and manual work is automated, teams can spend less time trying to understand how to perform a specific process, and more time crunching the numbers, building reports, and making sound business decisions.