Evidence is scattered
Invoices, purchase orders, receipts, and approvals arrive through different systems and inboxes.
Finance workflows
Move finance work from inboxes and spreadsheets into controlled workflows
Connect accounting, billing, spend, document, and communication systems without removing finance approval.
Automations can handle predictable movement and validation. Agents can interpret documents, prepare matches, and explain exceptions. Authorized finance staff stay in control of postings, payments, and adjustments.
Example flow
Designed around your controls
- 1
Invoice
Email, form, or document drop
- 2
Context
Vendor, PO, receipt, and policy data
- 3
Review
Rules plus bounded document reasoning
- 4
Approval
Finance owner checks exceptions
- 5
Record
Approved update with a traceable log
Operational friction
Where finance work loses momentum
Exceptions consume the close
Potential matches are easy; unresolved variances still require context, ownership, and review.
Status work repeats
Teams repeatedly chase missing documents, approvals, vendor details, and close dependencies.
Workflows we can build
Start with one bounded workflow
These are examples, not claimed customer results. Discovery confirms the systems, permissions, edge cases, and authority required.
Invoice and PO review
Capture invoices, validate required fields, check vendor and PO context, detect possible duplicates, and route mismatches before posting.
- Capture and extract
- Validate and match
- Route exceptions
- Post only after approval
Reconciliation assistant
Bring ledger, bank, and processor records together, propose explainable matches, and place unresolved items in an accountant review queue.
- Collect source records
- Propose matches
- Explain variances
- Record the decision
Expense controls
Validate receipts and required fields, apply documented policy rules, synchronize status, and surface exceptions for review.
- Check evidence
- Apply policy rules
- Request approval
- Sync status
Close and reporting operations
Coordinate close checklists, request missing evidence, flag late dependencies, and draft source-linked variance summaries.
- Track dependencies
- Chase missing evidence
- Draft summaries
- Finance sign-off
Stack architecture
Add intelligence between your systems, not outside their controls
Systems
Approved tools and events
Context
Scoped data and documents
Rules / agent
Stable rules plus bounded AI
Approval / action
Authority matches the risk
Logs
Result, errors, and evidence
Integrations
Connect the finance tools you already use
These are platforms we can build custom integrations for—not one-click connector claims. Scope depends on edition, API access, permissions, limits, and security needs.
See all integrations
Baselines, not claims
Decide what improvement means before the build
These are measurement areas. They are not promises or past customer results. We baseline the current workflow and agree how each metric will be calculated.
Cycle time
Receipt-to-review and receipt-to-approval time for invoices and expenses.
Exception health
Unresolved exception volume, age, recurrence, and time to ownership.
Control quality
Manual touches, possible duplicates, error rate, and audit-evidence completeness.
Finance guardrail
Human authority stays visible
Payment, posting, supplier, and adjustment permissions should remain separate. Sensitive or irreversible finance actions pause for an authorized person.
Common questions
Direct answers before discovery
Can a finance agent approve or send payments?
It should not receive that authority by default. A safer design prepares evidence and a proposed action, then requires an authorized finance user to approve sensitive or irreversible steps.
Can CombineApps work with our current accounting or ERP system?
Potentially. Feasibility depends on the system edition, supported APIs or files, authentication, permissions, limits, and the exact records or actions required.
How is a finance automation evaluated?
We test representative normal, duplicate, missing-data, mismatch, retry, and approval cases against agreed acceptance criteria before launch.
Related departments
Follow the workflow across team boundaries
Operations
Give every request, order, vendor handoff, and exception a visible owner and next step.
Explore OperationsSales
Maintain ownership and system hygiene while agents prepare research, updates, and follow-ups for seller review.
Explore SalesIT
Gather context, coordinate allowlisted actions, and stop sensitive remediation at visible approval gates.
Explore ITStart with the workflow
Map one finance workflow before choosing the technology
Bring one recurring process and the systems involved. We will define access, approvals, exception paths, and the baseline to measure.
Discuss your workflow