Yes. Process Street supports SOC 2 and ISO 27001 and includes role-based access, encryption, and full audit logs.

Finance

Finance workflow software that tracks every step and proves every approval

Q: What is finance workflow software?

It's software that helps finance teams standardize, automate, and track recurring processes with full audit visibility.

Q: Why use Process Street for finance?

We provide a single platform to enforce policy, track approvals, and document every step without slowing down your work.

Q: Can we use it for SOX compliance?

Yes. You can build and run workflows aligned to your SOX controls, with evidence logs ready for testing.

Q: Does it integrate with our finance tools?

Yes. You can connect Process Street with tools like NetSuite, QuickBooks, Excel, and more using built-in integrations or Zapier.

Q: How fast can we launch?

Most teams go live in days using prebuilt finance templates and guided setup.

Automate recurring tasks, enforce controls, and reduce risk with Process Street. The finance workflow software built for accountability and audit-readiness.

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Process Street Finance Workflow Software

Trusted by more than 3000 companies

What's your biggest finance operations challenge?

Run structured checklists for monthly close, approvals, and audits with zero guesswork.

Chat with an expert

Finance doesn't run on spreadsheets. It runs on structure. From monthly close and approvals to SOX compliance and vendor reviews, your team needs a repeatable system that works every time.

Process Street is finance workflow software that turns financial procedures into enforceable workflows. Standardize your processes, track every task, and stay audit-ready without the scramble.

Automate recurring financial workflows

Build workflows for close, approvals, reconciliations, and vendor reviews that run on a set schedule.

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Track tasks and approvals

Assign roles, capture sign-offs, and monitor task status in one real-time dashboard.

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Attach supporting documentation

Collect receipts, spreadsheets, and review docs directly in the workflow that requires them.

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Tie SOPs to execution

Link internal controls and financial procedures to the steps that make sure they're followed.

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Meet Cora,
your behind-the-scenes finance controls expert

Cora monitors execution, flags risk, and helps you tighten process controls without manual review.

Builds and refines workflows Use AI to create and optimize close, review, and approval processes
Tracks approvals and exceptions See what's been signed off and where there's exposure
Flags delays and gaps in real time Catch skipped reviews or missing documentation early
Improves process over time Analyze task data to optimize and streamline finance workflows

With Cora, your finance team doesn't just stay on track. It stays in control.

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Maintain full compliance and audit trails

Capture every task, timestamp, and document in a log that's ready for audits or internal reviews.

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Maintain full compliance and audit trails

Coordinate across teams and departments

Use shared workflows to manage finance tasks across legal, ops, procurement, and exec teams.

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Support financial controls

Enforce two-step approvals, segregation of duties, and policy compliance across workflows.

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Integrate with your finance stack

Connect to NetSuite, QuickBooks, Salesforce, Excel, and other tools to eliminate double entry.

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What our customers are saying

"Previously, a single advisor could handle about 50 household relationships with manual processes; now, with Process Street, we’re set to scale and manage consultations for up to 500 clients per...Read more"

Tracy Siri

Marketing Director, CWM

"Before Process Street, the risk of overlooking minor but critical compliance steps was a source of constant concern."

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Nicki Kane

Owner, Financial Advisor, and Director, Planning Pros

"My business, Elite Business Ventures, Inc., recently had an exit, and Process Street played a pivotal role in our success. By optimizing our SOPs with your product, we were able...Read more"

Paul Abel

CEO, Elite Business Ventures

Finance teams use Process Street's finance workflow software to improve accuracy and reduce audit risk:

Month-end close

Automate closing checklists and assign owners for every step of the process.

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Budget approval and tracking

Standardize budget reviews, approvals, and documentation collection.

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Invoice and payment workflows

Track vendor onboarding, invoice submission, and payment approvals.

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SOX and internal controls

Run workflows that tie execution directly to your control environment.

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Expense and reimbursement reviews

Assign reviewers, request documents, and track policy compliance.

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Finance team onboarding

Onboard new hires with structured role-based checklists, training tasks, and approvals.

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Frequently asked questions

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

What is finance workflow software?

Why use Process Street for finance?

Is it secure?

Can we use it for SOX compliance?

Does it integrate with our finance tools?

How fast can we launch?

Trusted by 3000+ Companies

From startups to enterprise finance teams, Process Street powers finance workflow software that improves accuracy and reduces risk.

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.