Budgeting and reporting

Budgeting and reporting software with built-in AI to standardize reviews and eliminate bottlenecks

Q: What is budgeting and reporting software?

It's a platform that helps finance teams automate workflows for financial planning, variance analysis, and reporting, with traceability and collaboration built in.

Q: How does Process Street support budgeting and reporting?

We automate repeatable workflows for financial close, commentary collection, approvals, and evidence tracking with full visibility into every task.

Q: Can I track reporting status by department or owner?

Yes. Use dashboards to monitor task completion, overdue reviews, and document progress across any reporting cycle.

Q: Can workflows be adapted for different reporting frequencies?

Absolutely. Use templates for monthly, quarterly, or annual workflows, or build your own.

Q: How fast can we go live?

Most teams launch in under a week with prebuilt templates and onboarding support.

Automate recurring financial workflows, track approvals, and improve reporting accuracy with Cora, your AI finance operations agent.

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Budgeting and reporting software with built-in AI to standardize reviews and eliminate bottlenecks

Trusted by more than 3000 companies

What's your biggest budgeting and reporting challenge?

Standardize budget reviews, variance tracking, and report approvals in one repeatable process.

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Financial reporting should run like clockwork, not cause chaos.

From monthly close and quarterly reviews to budget tracking and variance reporting, finance teams need consistency, clarity, and control. Manual processes and scattered documents slow everything down. Process Street's budgeting and reporting software automates recurring workflows so you can track progress, enforce accountability, and deliver accurate reports faster.

Organize and control all reporting documents

Store templates, forecast models, commentary, and past reports in one secure, version-controlled system with full audit trails.

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Organize and control all reporting documents

Turn budgeting cycles into structured workflows

Automate budget submissions, variance analysis, and performance commentary with trackable tasks and deadlines.

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Reduce risk and ensure accuracy

Standardize review formats and approval cycles to reduce manual errors and missed steps.

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Ensure visibility with built-in logs and sign-offs

Track every review, edit, and approval. Generate time-stamped audit logs and maintain documentation for compliance or board review.

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Meet Cora:
Your AI finance operations partner

Cora is your always-on reporting assistant. Integrated into Process Street, Cora helps you assign responsibilities, enforce deadlines, and streamline reporting across the business.

Builds budget and close templates Create reusable workflows for monthly, quarterly, or annual reporting cycles
Executes tasks in real time Assign responsibilities, collect data, and escalate overdue actions automatically
Flags gaps and delays Detect missing inputs, skipped approvals, or outdated reports
Generates reporting logs Export audit-ready records of reporting activity, approvals, and changes

With Cora, your reporting workflows
stay on schedule and under control.

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Streamline budget review and approval

Assign reviews, track commentary, and enforce accountability across departments with structured workflows.

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Strengthen collaboration across finance and business teams

Break down silos between FP&A, department heads, and execs by centralizing inputs, reviews, and final reports.

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Manage forecasting and mid-cycle adjustments

Trigger updates to forecasts or budgets based on actuals or variance thresholds. Keep every revision documented and auditable.

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Manage forecasting and mid-cycle adjustments

Gain oversight with real-time dashboards

See which departments are late, where commentary is missing, and which approvals are still pending, all in one view.

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Finance teams trust Process Street to simplify and accelerate budgeting and reporting:

Monthly close and variance reporting

Create repeatable workflows for closing, commentary, and cross-functional approval.

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Budget planning and forecasting

Automate submissions, track approvals, and document assumptions and commentary in one place.

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Board and leadership reporting

Prepare structured, collaborative workflows to collect inputs, finalize reports, and ensure timely delivery.

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Quarterly business reviews

Run standardized QBR workflows with department-level commentary and leadership sign-off.

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Audit and regulatory documentation

Maintain audit-ready logs, records, and reporting summaries for compliance reviews or financial audits.

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Cross-functional finance coordination

Coordinate recurring reporting and budgeting cycles across functions, business units, or regions.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What is budgeting and reporting software?

How does Process Street support budgeting and reporting?

Can I track reporting status by department or owner?

Can workflows be adapted for different reporting frequencies?

How fast can we go live?

Can't find the answer you need?

Trusted by 3000+ companies

From high-growth SaaS to enterprise finance teams,
Process Street powers budgeting and reporting that scales with clarity and control.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results