Workflow for Finance Operations
How can workflow automation help Finance teams?
Customer Quote
“Thanks to the Integrify platform, we were able to eliminate our old paper-based sign-off system for CAPEX. Our review and approval process has been greatly improved, plus, it keeps a record of the activity so we can reduce room for mistakes.”
– Paul Proano, CFO Latin America, Red Bull.
Automating Your Finance Processes Makes Sense
Fiscal responsibility is more central to businesses today than ever before. Top executives are shifting focus to identifying new tools like workflow for finance operations to ensure compliance and consistent ROI across an organization’s many divisions.
For instance, if you’re still using paper, telephone, and fax for requests and approvals of capital expenditures, you're already long out of date. These and other business-critical processes demand timely attention because they drive core functions in your organization. Integrify streamlines these finance processes and removes the barriers to running a high-performance Finance organization.
Budget approvals, accounts payable, purchase requests, expense requests, invoice reconciliation, and other financial processes can be upgraded to automated workflows that ensure consistency and compliance.
Finance Workflow Example: Invoice Approval
Streamline and automate the invoice approval process with a custom, automated workflow.
More Examples
Some of the many Finance processes that can be automated with Integrify:
- Capital Expenditure Requests
- AP Automation
- Purchase Requests
- Travel Expense Requests
- Vendor and Contract Approvals
- Journal Entries
- Treasury Requests
- ACH Requests
- Wire Requests
- Investment Authorizations
- Payables/Receivables
Free Resources
- Workflow Guide for Finance
- Video Demo: Integrify for CapEx Workflow
- Automate Request and Approval Workflow
- Finance Teams Spending Too Much Time Processing Transactions
Finance Workflow Guide
Get real world examples and illustrations of automated workflows for Finance operations.