Finance Workflow Automation

A finance team needed reliable approval workflows, audit trails, and reconciled data across multiple systems.

• Automate approvals with clear accountability.
• Create a single audit trail for finance operations.
• Reduce manual reconciliation work.

Manual approvals and disconnected tools caused delays, duplicate work, and limited visibility.

• Existing tools could not be replaced.
• Strict compliance and audit requirements.
• Need for role-based approvals.

We delivered a workflow engine with approvals, audit logs, and integration adapters for finance tools.

• Event-driven workflow engine with approval stages.
• Integration layer for finance tools and CRMs.
• Central audit log with immutable events.

• Built approval flow builder and notification system.
• Integrated accounting and CRM data pipelines.
• Delivered dashboards for pending and completed workflows.

• Week 1: Process mapping and compliance requirements.
• Weeks 2-3: Workflow engine and integrations.
• Week 4: QA, audit validation, and rollout.

• Cut approval time by 60 percent.
• Provided audit-ready records for compliance teams.
• Reduced reconciliation effort across tools.