Workflow automation for finance teams
Keep your finance team organized, become more productive, and make more educated decisions with AI powered workflow automations.
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Common workflows for finance teams:
Invoicing and Accounts Receivable
Automate the process of creating invoices, sending them to customers, and tracking payments. Ensure your customers are paying on time and you aren’t missing out on any revenue.
- Reduce errors of invoices and minimize the risk of late or missed payments
- Free up your team’s time to focus on more important tasks
- Increase customer satisfaction by ensuring no delays or errors
Expense Management
Automate every step of your expense management process. Ensure all expense reports are processed quickly and accurately.
- Improve the accuracy of expense reports and maintain better financial records
- Significantly reduce the time and effort to free up time for other tasks
- Gain better and more precise data tracking and analysis
Automated Budgeting
Quickly create budgets according to predefined rules and parameters. Streamline your financial planning and forecasting, improve your cash flow visibility, and reduce the risk of manual errors.
- Remove the need for manual calculations and processes associated with traditional budgeting methods.
- Identify potential risks in advance and make more accurate predictions about spending patterns.
- Focus on more important tasks such as analyzing data and making strategic decisions.
KPI & OKR Tracking
View all of the relevant data in one place to maintain a single source of truth customized to your finance team. By streamlining data entry, collection, and reporting, gain real-time visibility into the metrics that are relevant to you.
- Make better, data-driven decisions by identifying trends and patterns
- Gain a clear view into goals and make progress towards them
- Reduce and eliminate manual calculation errors
The Ultimate Solution for Unifying Your Company operations
Connect all of your teams together to operate as one streamlined, functional unit. Gain a birds-eye-view of your organization so you understand your entire business.
Revolutionize Your Business
Connect all of your company's departments, from marketing to sales, operations to production, finance, and more. Ensure all teams are using relevant, up-to-date information without tedious and time-wasting back and forth.
Stay Coordinated and Aligned
Keep your teams in perfect sync as clients move through your funnel. Automatically pass data, such as tasks and assets, to the appropriate department as clients advance along your workflow.
All Your Data in One Place
Provide unique, real-time dashboards to each team, along with one central, unified dashboard where you can view the true status of your entire business. Reduce reporting overheads and provide real-time data to clients and talent.
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What Our Clients Are Saying,
and why they love working with us!
Glenn Tucker
Left Lane Capital
Bobak Emamian
Debut Capital
Blake Oswalt
Toba Capital
Chris Walton
Eton Venture Services
Not sure how workflow automation can help?
Are you interested in discovering how automation can transform your business overnight? Then look no further, this eBook is packed with ideas, best practices, case studies and tips and tricks to spark your imagination and optimize your workflows.
Learn the A-Zs of automation, and how you can leverage it in your business!
Work with certified experts in over 100+ no-code tools
By using these tools we move 10x faster than development teams, and once we hand the project off to you, you can easily make changes as your company grows without needing to hire expensive engineering talent.
