Solutions

One workflow layer for every finance team.

AP, AR, controllers, CFOs, and shared services get the same thing: cleaner work and fewer handoffs.

By workflow

Start where the pain is loudest.

Each solution is compact, visual, and built for daily finance execution.

Invoice queue

14 pending review

2 flagged
INV-2041Matched
INV-2042Missing PO
INV-2043Matched

AP teams

Invoices. Approved.

Less entry. Faster review.

Cash at risk

$248k

Northline

$42k

Critical

BluePeak

$18k

Overdue

Atlas Co.

$9k

Due soon

AR teams

Get paid faster.

Focus the right accounts first.

Approval chain

INV-2098 · $12,840

OpsApproved
FinanceApproved
CFOPending

Controllers

Controls stay visible.

Clean handoffs and logged decisions.

Invoices processed

this week

142

Avg approval time

down from 18h

4.2h

Exceptions

need review

3

CFOs

See the bottlenecks.

Throughput, risk, and ownership in one view.

Shared services

Multi-team work, one queue.

Standardize AP and AR across entities without forcing a new ERP.

Industry fit

Recurring finance pressure.

SaaS
Services
Distribution
Healthcare
Real Estate
Logistics

Role fit

Built for the people who move the work.

1

CFO visibility

Full throughput, risk, and ownership visibility across AP and AR in one view.

2

Controller controls

Clean handoffs, logged decisions, and audit-ready records at every step.

3

AP execution

Less manual entry. Faster invoice review, validation, and ERP sync.

4

AR follow-up

Prioritize overdue accounts and send follow-ups without leaving the queue.

Pick one workflow. Improve it first.

Start with AP, AR, approvals, or audit. The rest can follow once your queue is live.

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