Finance Workflow Management & Automation

Simplify and accelerate
your finance workflows

Slow finance processes hurt cash flow. With Process Street, automate tasks effortlessly—no coding required—and let your team focus on what matters.

Get started Contact sales

Trusted by more than 3000 companies

Save time on payroll and expense reporting

With Process Street, create digital workflows complete with notifications and approvals. Skip the paperwork—collect digital receipts and simplify payroll processes without the hassle.

Get started

Save time on payroll and expense reporting

Drive procurement efficiency

Build procurement processes with greater transparency, efficiency, and control. Automate approvals, track spending in real time, and ensure compliance with company policies. Empower teams with seamless supplier management and cost optimization for smarter purchasing decisions.

Control costs, streamline purchasing

Compliance with industry standards

Process Street is built to meet the highest compliance standards. Automate workflows while ensuring your processes remain secure, auditable, and fully compliant with industry regulations.

Learn about our compliance

Streamline accounts receivable collections

Improve cash flow, reduce payment delays, and make better business decisions with automated collections. Generate collection letters and overdue account lists in just a few clicks.

Get started

Accelerate your invoicing process

Speed up invoicing with standardized templates and workflows. Route requests to the right person, reduce manual tasks, and maintain a complete audit trail.

Get started

Use case

Investment pipeline & deal execution management

Company size

Small to medium-sized

Industry

Venture Capital

How Hustle Fund Saved $150,000/year with Process Street

Challenge

Managing over 500 investments with manual processes caused inefficiencies, delays, and compliance risks, especially as Hustle Fund scaled.

Solution & impact

1. Automated deal tracking, KYC checks, and document management
2. Saved $150,000 annually by eliminating the need for additional operations hires
3. Streamlined audits, saving thousands of hours and ensuring regulatory compliance

Read the case study

Let automation handle your finance tasks

Say goodbye to manual tasks and slow financial processes. Empower your team with automation, AI, and integrations to speed up operations and boost accuracy.

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Start automating your finance tasks

Unleash the power of Process Street

Discover resources, tips, and tools to automate your workflows and optimize your business operations.

Optimize your Mergers & Acquisitions Strategies with these Templates

View templates

Boost Compliance and Audits with these Essential Templates

View templates

Enhance your Due Diligence Process with these Expert Templates

View templates

What our customers are saying

"Tick the compliance boxes, make sure everything is done right EVERY TIME, what more could you want?"

Nicki K.

Financial Advisor, Planning Pros

Unwavering security & compliance focus

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

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.

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