FINANCE OPERATIONS
Workflows designed around decisions and exceptions
SAMPLE 01 / ACCOUNTS PAYABLE
Invoice Exception Resolution
Problem: Exceptions move through inboxes, context is scattered, and ownership is unclear.
- Capture invoices and supporting documents
- Validate vendor, amount, tax, and purchase order
- Collect missing context
- Route approval by exception type and threshold
- Record the resolution and evidence
SAMPLE 02 / CONTROLLERSHIP
Month-End Close Coordination
Problem: Teams manually chase status, reconcile multiple sources, and discover issues late.
- Trigger close tasks on schedule
- Collect balances and schedules
- Surface reconciliation breaks
- Escalate material exceptions
- Assemble readiness reporting
SAMPLE 03 / EXPENSE OPERATIONS
Policy Review and Escalation
Problem: Routine reviews consume attention while inconsistent exceptions create control risk.
- Apply policy and coding rules
- Detect duplicates and missing receipts
- Request missing information
- Route material exceptions
- Preserve the decision record
SAMPLE 04 / FP&A
Variance Investigation
Problem: Analysts spend days assembling data before they can explain what changed.
- Collect actuals and plan data
- Identify material movements
- Trace drivers to source records
- Request owner commentary
- Draft a review-ready narrative
A real deployment receives a dedicated scope based on your systems, controls, data, approval policy, and risk requirements. The examples above provide starting patterns for discovery.