What needed to be solved
- Requests, approvals and finance data live in separate files.
- Current balances and payment status are hard to see.
- Documents and communication get lost in email and chat.
Operations · Finance · Automation
Finance process automation
Request, approval, payment, documents and reporting — in one digital process across laptop, tablet and phone.
Google Apps ScriptGoogle SheetsWorkflow AutomationGoogle Workspace
What we built
- Digital request with details and supporting documents.
- Approval routing and transparent request status.
- Automated transaction, balance and reporting database.
How the system works
1Request→
2Approval→
3Payment→
4Register→
5Reporting
What the team gets
One finance process control layer.
Less email and manual spreadsheets.
Documents and receipts tied to transactions.
Current balances and statuses in one place.
Have a similar challenge?
We start with the current process and the outcome you need, then choose the technology around the problem.