Finance

Transform hectic financial
workflows into structured
success stories

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Trusted by more than 3000 companies

Designed to be flexible for finance professionals
who understand their unique challenges best.

Cut through the clutter with finance automation

Say goodbye to chaotic, disorganized work. Process Street offers streamlined process management designed to keep your finance team organized, efficient, and on the same page.

Rise above regulations ensuring compliance made easy

With our robust tracking capabilities, workflows, and Process AI ensure that every operation meets industry standards and regulatory requirements.

Drive efficiency with process automation and AI

Automate repetitive tasks and reduce manual workloads with Finance AI Tasks and our advanced workflow automation features. Dedicate your finance team's time to strategic work rather than being tied down in routine tasks.

Keeping it together integrations for better workflow

Process Street integrates seamlessly with your existing finance software making data transfer smooth and error-free.

Security and ease in managing financial data

Our platform is built with stringent security protocols to protect sensitive financial information while ensuring easy access for authorized users.

Breeze through onboarding and training

Introduce new hires to your processes effortlessly with detailed process documentation that's easy to follow - reducing errors and speeding up training time.

Command visibility and control in Finance

Identify bottlenecks, measure performance, and drive continuous improvement in your financial processes.

Common use cases

Budgeting and Forecasting

Optimizing financial planning and decision-making through strategic budget allocation and accurate predictive analysis.

Problem

Manually collecting and analyzing data for budgeting and forecasting can be time-consuming and lead to inaccuracies, impacting financial planning.

Process Street Solution

Workflows automate the data collection and analysis process for budgeting and forecasting, leading to accurate, timely financial planning.

Financial Reporting

Use workflows to speed up the financial reporting process, ensuring accurate data collection, validation, and sign off.

Problem

Generating financial reports manually can be time-consuming and prone to errors, impacting decision-making.

Process Street Solution

Workflows automate the financial reporting process, improving accuracy, and timeliness, and aiding informed decision-making.

Invoice Management

Create workflows that track the entire accounts payable and receivable cycle, from invoice receipt to payment processing.

Problem

Manually generating, sending, and tracking invoices can be time-consuming and prone to errors, leading to delayed payments and cash flow issues.

Process Street Solution

With our Workflows feature, the invoice management process can be automated, ensuring accuracy, timeliness, and improved cash flow.

Expense Approval

Simplify expense management procedures with automated workflows for expense approvals, payment processing, and expense report submission.

Problem

Manually submitting, approving, and tracking expenses can lead to errors, delays, and potential non-compliance with company policies.

Process Street Solution

With Workflows, the expense approval process is automated, ensuring compliance, accuracy, and timeliness.

Financial Audits

Facilitate smoother audits by using forms to collect necessary financial data.

Problem

Conducting financial audits without a standardized process often leads to inconsistent results, inefficiencies, and potential compliance risks.

Process Street Solution

By leveraging our Forms feature, finance teams can conduct systematic financial audits. This feature ensures consistent data capture, making the auditing process more efficient and helping identify potential risks or non-compliance issues.

Popular templates

Budget Preparation

1. Review the most recent budget
2. List all department expenses
3. Request approval from top management

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Business Tax Preparation Process

1. Collect copies of federal and state tax returns
2. Calculate year end balance sheets
3. Schedule meeting with your tax advisor/accountant

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Expense Management Process

1. Add to department expense account

2. Approve or reject the expense claim

3. Send to HR manager to reimburse on next pay check

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Annual Financial Report Preparation

1. Contact accounting department for financial statements
2. Confirm all figures are correct
3. Enter the company's strategic plan

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Income (Profit and Loss) Statement Process

1. Calculate total revenue
2. Calculate net income
3. Consult previous year's report for retained earnings (RE)

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Purchase Order Process

1. Create the purchase requisition
2. Send details to the receiving department
3. File the purchase order for internal records

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Generate a custom workflow in seconds using AI

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Security & privacy

We are dedicated to ensuring that we continually meet and exceed
compliance and regulatory standards for information security and data privacy.

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 & 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.

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.

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