Workflow86 for Finance
Speed up financial operations and improve accuracy
Automate invoicing, expense approvals, and reporting, so your team can concentrate on strategic planning and analysis
Generate Workflows for Finance
Invoice Processing
Automate the complete invoice lifecycle including data extraction, validation, approval routing, payment processing, and vendor communication for faster processing and reduced errors
Expense Management
Streamline expense report submission, receipt matching, policy compliance checks, and reimbursement processing with automated workflows and notifications
Financial Reporting
Automate generation and distribution of financial statements, management reports, and KPI dashboards with scheduled data collection and formatting
Budget Management
Automate budget planning, approval workflows, variance analysis, and department-specific reporting with automated alerts for overages
Accounts Payable
Streamline vendor payments, payment scheduling, reconciliation, and cash flow management with automated approval chains and payment processing
Accounts Receivable
Automate customer invoicing, payment tracking, reminder sequences, and collections processes with integrated payment systems
Audit Preparation
Automate document collection, audit trail maintenance, compliance checking, and external auditor communications
Tax Compliance
Manage tax calculations, filing deadlines, documentation requirements, and regulatory updates with automated workflows
Financial Planning
Automate forecasting processes, scenario analysis, and budget vs actual comparisons with automated data collection and reporting
Treasury Management
Streamline cash position monitoring, bank reconciliation, and investment management with automated tracking and reporting
Procurement
Automate purchase requisitions, vendor selection, contract management, and payment processing workflows
Risk Management
Monitor financial risks, compliance requirements, and internal controls with automated assessment and reporting workflows
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required
Start automating now
You are just a few minutes away from your first automated workflow
14 days free trial
No credit card required