Workflow Automation
Design, automate, and optimize your finance processes with our no-code workflow platform. From invoice approvals to month-end close, create intelligent workflows that route tasks, enforce policies, and keep your team productive.
Cut approval cycle times by 70% with automated routing and mobile notifications.
Embed business rules directly into workflows to ensure compliance.
Track every request in real-time and identify bottlenecks instantly.
Eliminate manual handoffs and data entry errors with automation.
Handle 10x volume without adding headcount through intelligent automation.
Maintain complete audit trails and demonstrate SOX compliance.
Our SOPs are built on years of industry experience and best practices from leading finance teams.
Map current processes before automation to identify inefficiencies. Design workflows with clear start and end states. Define decision points with explicit criteria. Include error handling paths for exception scenarios. Document workflow purpose, owners, and expected outcomes. Review and optimize workflows quarterly based on performance metrics.
Define approval hierarchies based on amount thresholds and document types. Configure delegation rules for approver absences. Establish escalation paths for overdue approvals. Implement segregation of duties requirements. Maintain approver lists with current roles and authorities.
Set SLAs based on process criticality: urgent (4 hours), high (24 hours), normal (72 hours). Configure automatic reminders at 50% and 80% of SLA duration. Escalate to managers when SLAs are breached. Track SLA compliance rates by process and individual. Review SLA performance monthly and adjust thresholds as needed.
Document all workflow changes with business justification. Test workflows in sandbox before production deployment. Communicate changes to affected users with training materials. Maintain version history for audit purposes. Implement rollback procedures for failed deployments.
Deep domain expertise built into every feature, based on years of industry experience.
Sequential workflows move tasks through predefined steps in order. Parallel workflows allow multiple approvals simultaneously. Conditional workflows branch based on business rules. Ad-hoc workflows allow dynamic task assignment. Loop-back workflows return to previous steps for corrections. Choose patterns based on process complexity and flexibility needs.
Business Process Model and Notation provides standard workflow symbols. Start events, tasks, gateways, and end events form basic building blocks. Pools and lanes represent organizational boundaries. Message flows show inter-process communication. Following BPMN standards ensures clear communication and tool portability.
Measure cycle time, wait time, and processing time for each step. Identify bottlenecks where work accumulates. Calculate process efficiency: value-added time / total cycle time. Target efficiency rates above 30% for administrative processes. Use queue theory to optimize resource allocation and parallel processing.
Implement workflow approval boards for production changes. Maintain separation between workflow designers and business owners. Document all workflow configurations and business rules. Conduct periodic access reviews for workflow administrative privileges. Establish emergency change procedures for critical fixes.