Finance Process Automation Software

Goals

The goals of the Chief Financial Officer are to provide accurate and timely financial information, ensure compliance and transparency, mitigate risk and identify opportunities for the business. To enable them to focus on these goals, they need to be confident that their department is practicing lean principles, whereby their financial processes are running efficiently and owners have visibility of bottlenecks etc.

Challenges

A lean running Finance department is crucial to any organization. Often CFOs are challenged with getting all their systems to speak to each other. Visibility can also be a big challenge, with Finance personnel spending valuable time establishing bottlenecks in processes and chasing relevant parties for updates etc.

How can FlowForma make your Finance Department Leaner?

Expenses Management

For many organizations, expenses management is a real pain point, we're often surprised how many Finance departments are burdened with out-of-date expense systems that don't facilitate workflows. Most of our customers use workflow to accelerate their expenses management process and provide visibility of bottlenecks etc. An expenses workflow in the FlowForma Process Automation tool commences once an employee submits his expense form, moving the claim through the various stages of approval required from the Expenses Manager, Line Manager and CFO.

Purchase Order Generation

An everyday process, Purchase Order generation can be a time consuming task for Finance departments. We've supported a number of our customers to successfully automate this process with FlowForma Process Automation - enabling staff to easily raise Purchase Orders (PO), complying with specific requirements. Inbuilt form automation facilitates rapid completion of POs by the initiator and efficient processing of the PO at every stage through to payment and closure.

Capital Expenditure Process

Lack of visibility for all parties is often a common issue with the Capital Expenditure Approval process. At FlowForma, we recommend bringing this process online with FlowForma's cloud workflow tool and giving everyone the access they need to cut down on those repetitive queries.

Customer and Supplier Onboarding

Another time consuming but important process for Finance departments is the onboarding of customers and suppliers. With FlowForma Process Automation, relevant parties can input the required information for example in the case of a new supplier, details such as Company Registration No, Vat No, Accounts Payable Contact Details etc. are captured and added to the Finance System using a FlowForma integrator.

What our customers say

Core to our work is ongoing collaboration between many people in different departments and countries. We need to have them all in sync and sharing information on one platform. Even though the processes can be complicated, FlowForma Process Automation now provides us with full visibility of the process and easily identifies bottlenecks. They took a very detailed problem and turned it into a process that made sense.

Nicky Maguire

Chief Financial Officer, GOAL

By enabling our people to focus on the legal questions at hand, not on typing documents, we're seeing cost savings and efficiencies.

Dustin Ray

Business Analyst, McKinley Irvin

Read the McKinley Irvin story

We love FlowForma Process Automation from a compliance perspective. The last time we were audited, there were no queries at all, because we could show exactly who approved what and when, with all the data and metadata we captured.

Utah Department of Health & Human Services

Contract management, public sector

Read the Utah DHHS story

Frequently Asked Questions

How does FlowForma reduce operational costs and improve ROI?

FlowForma reduces costs by eliminating manual, paper-based, and spreadsheet-driven processes across the business. By enabling faster approvals, fewer errors, and reduced rework — without requiring custom development — organizations see rapid ROI through productivity gains and lower process management overhead.

How does FlowForma help control risk and ensure financial governance?

FlowForma enforces standardized, auditable workflows for financial and operational processes. Built-in approval controls, full audit trails, and role-based access help reduce financial risk, support internal controls, and simplify compliance with regulatory and audit requirements.

What is the total cost of ownership compared to custom development or other automation platforms?

Because FlowForma runs within your existing Microsoft 365 environment, it avoids the infrastructure, integration, and maintenance costs typically associated with custom-built or standalone automation tools. This results in a lower total cost of ownership while still delivering enterprise-grade control and scalability.

Automate Finance Workflows and Reduce Manual Processing