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Finance workflow

AI Workflows for Finance Teams

Invoice checks, spend review and variance notes need care, evidence and human sign-off.

01Discoverworkflow notes
02Governsource rules
03Pilotfirst run
04Reviewhuman gate
05Measureproof signal

Example workflows

  • Invoices are checked against simple policy rules.
  • Spend anomalies are grouped for review.
  • Monthly variance commentary is drafted from approved numbers.
  • Finance questions are answered from internal policy notes.

Guardrails

No autonomous paymentsSource figures onlyReviewer audit trail

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