Operations & Compliance

Workflows & Governance

Automate complex approval processes with full compliance controls. Exception management, segregation of duties, 99.99% audit trail completeness. 50+ exception types detected automatically.

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70%
Reduction in Approval Time
95%
Exception Detection Rate
50+
Exception Types Detected
99.99%
Audit Trail Completeness
Workflow Types

Four Types of Workflows

✅

Approval Workflows

Multi-level approval hierarchies, delegation rules, escalation logic, SLA enforcement.

⚡

Automated Tasks

Event-driven automation: invoice receipt → matching → approval → posting → payment.

🔄

Exception Handling

Smart routing for variances, out-of-policy items, credit holds, fraud flags.

🔗

Integration Flows

Bi-directional sync with ERP, banks, suppliers, payment processors, audit systems.

Governance

Four Pillars of Governance

Policy Control

→ Define spend policies by customer, invoice type, amount threshold
→ Automatic policy enforcement with real-time alerts
→ Exception rules and override permissions
→ Policy versioning and audit history

Segregation of Duties

→ Prevent same user from invoice entry + approval + payment
→ Role-based access control (RBAC) with matrix-based permissions
→ Vendor management segregation (vendor master vs. approval)
→ Month-end close role restrictions

Audit & Compliance

→ Comprehensive audit trail on all transactions
→ Who, what, when, why, from (IP) tracked for every event
→ Exception reporting and compliance certification
→ Real-time dashboard for audit readiness

Exception Management

→ Detect 50+ exception types automatically
→ Priority-based routing to specialized teams
→ AI-recommended resolution with confidence scores
→ Root cause analysis and trending
Exception Management

50+ Automatically Detected Exception Types

Intelligent exception detection and priority routing to specialist teams.

⬥ Duplicate invoices
⬥ Invoice/PO mismatch
⬥ Pricing variances
⬥ Quantity conflicts
⬥ Late invoices
⬥ Credit hold flags
⬥ Fraud alerts
⬥ Approval SLA breach
⬥ Payment method mismatch
⬥ Currency overages
⬥ Tax calculation error
⬥ Vendor credit limits exceeded
Enterprise Capabilities

Complete Workflow Automation Suite

Workflow Design

✓ No-code workflow builder with drag-and-drop interface
✓ Pre-built templates for common processes
✓ Conditional branching and advanced logic
✓ Bulk action capabilities
✓ Performance optimization and load simulation

Process Automation

✓ Event-triggered automation (invoice arrival, deadline, status change)
✓ Scheduled batch processing and recurring tasks
✓ API-driven workflow initiation
✓ Webhook support for external triggers
✓ Rollback and retry mechanisms

Analytics & Monitoring

✓ Real-time workflow status dashboard
✓ Cycle time analysis and bottleneck identification
✓ Approval rate trends and exception patterns
✓ User performance and SLA tracking
✓ Predictive capacity planning

Integration Hub

✓ Pre-built connectors to 100+ business systems
✓ Custom webhook and API builder
✓ Data transformation and enrichment
✓ Error handling and retry logic
✓ Audit trail for all integrations
Compliance & Certifications

Enterprise-Grade Security & Compliance

SOC 2 Type II
ISO 27001
HIPAA
PCI DSS
GDPR
CCPA
FedRAMP
HIPAA
Use Cases

Workflows for every organization

Large Enterprises

Complex multi-entity, multi-currency operations with decentralized approval authorities and strict segregation of duties requirements.

Regulated Industries

Healthcare, finance, insurance with rigorous audit requirements, compliance certifications, and risk management controls.

High-Fraud-Risk Industries

Construction, logistics, trading with sophisticated fraud detection, approval override auditing, and exception trending.

Process Optimization

Organizations seeking to reduce approval time, cycle time, and manual touches while increasing compliance accuracy.

Digital Transformation

Legacy system replacement with modern workflow capabilities, mobile access, and real-time visibility.

Supplier Enablement

Support for vendor self-service invoice submission, document upload, payment tracking, and communication portal.

Turn receivables into your strongest cash flow lever

Prioritized collections. Behavioral AI automation. Complete cash flow visibility. Start your transformation today.

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SOC 2 Type II
GDPR Compliant
CCPA Compliant