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.

 Process Street product

Trusted by more than 3000 companies

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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.

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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

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.

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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.

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Accelerate your invoicing process
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. 1. Automated deal tracking, KYC checks, and document management
  2. 2. Saved $150,000 annually by eliminating the need for additional operations hires
  3. 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.

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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.

Mergers & Acquisitions workflows
Optimize your Mergers & Acquisitions Strategies with these Templates
Regulatory compliance workflows
Boost Compliance and Audits with these Essential Templates
Due diligence workflows
Enhance your Due Diligence Process with these Expert Templates

What our customers are saying

Planning Pros logo
"Tick the compliance boxes, make sure everything is done right EVERY TIME, what more could you want?"
Nicki K.
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.

AI compliance
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.
SOC 2 Type II compliance
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.
HIPAA compliance
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.
AI 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.
GDPR compliance
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
AI compliance
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.

Backed by happy clients

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With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

An industry-leading solution

Process Street Best Est. ROI 2025
Process Street Easiest To Use 2025
Process Street High Performer 2025
Process Street Users Most Likely To Recommend 2025
Process Street Fastest Implementation 2025
Process Street Grid Leader 2025
Process Street Regional Leader 2025
Process Street Users Love Us
Process Street Top 50 2024

Support that's actually there for you

Need help? Our team is on it faster than you can say "workflow."

5 minutes
average response time
98% customer rating
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