Give each document a place
Capture the details your team needs from incoming invoices and supporting records. Check for missing information and route each item to its owner instead of leaving it in a shared inbox.
Solutions Finance workflows
Clear records. Considered decisions.
Invoice intake, payment follow-ups and financial reports, prepared for your finance team to review.
Talk about your businessA connected workflow
- Invoice arrives
- Check the details
- Finance reviews
- Record the decision
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
Finance teams need useful information and a dependable review process. We build the routine steps around them, bringing incoming documents, business records and outstanding questions into an organised flow.
Prepare the reconciliation
Bring related records together for comparison. Highlight a mismatch for review rather than treating it as resolved, and keep the original information available for the person making the decision.
Keep approvals with finance
Prepare payment requests, follow-up drafts and reporting inputs around your existing responsibilities. Your authorised team reviews the work and decides what happens next; the workflow supports that judgement.
In practice
What this could look like.
An invoice arrives and its details are checked against the connected records. The payment request goes to the approver with the supporting documents and any discrepancies already identified.
An example workflow, shaped to the systems and responsibilities of your business.