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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.

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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.

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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.

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Keeping it together integrations for better workflow

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

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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.

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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.

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Command visibility and control in Finance

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

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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.

5-Step Process for Budgeting and Forecasting with Process Street

Setting Up the Workflow: The finance team sets up a budgeting and forecasting workflow in Process Street. This workflow includes steps for data collection, analysis, budget formulation, approval, and tracking.
Data Collection: Workflows automatically collects necessary financial data from various sources such as past financial statements, sales forecasts, and other relevant inputs, saving time and ensuring completeness.
Data Analysis and Budget Formulation: The collected data is analyzed automatically by Workflows, which then helps formulate a draft budget based on the findings and set objectives
Budget Approval and Implementation: Once the draft budget is formulated, it is sent for approval within the workflow. After approval, the budget is implemented and shared with relevant departments.
Tracking and Forecasting: Workflows track the actual financial performance against the budget, adjusting forecasts as necessary and providing real-time insights to help with financial planning.

Benefits for Customers

Efficiency: Automating the budgeting and forecasting process can save significant time and resources, which can be utilized for other strategic tasks.
Accuracy: With automated data collection and analysis, the chances of errors and omissions are reduced, leading to more accurate budgeting and forecasting.
Real-time Insights: Regular tracking against the budget and updated forecasts provide real-time insights into the financial performance, aiding prompt decision-making.
Improved Financial Planning: With accurate and timely budgeting and forecasting, financial planning becomes more effective, helping achieve business objectives.
Compliance: By maintaining an accurate and up-to-date budget, businesses can ensure they comply with financial regulations and standards.

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.

5-Step Process for Financial Reporting with Process Street

Workflow Setup: The finance team sets up a workflow in Process Street for financial reporting. This includes steps for data collection, report generation, review, approval, and distribution.
Data Collection: The workflow automates the collection of financial data from various sources. The collected data is automatically checked for errors and inconsistencies.
Report Generation: Based on the collected data, the workflow generates financial reports automatically. These reports could include profit and loss statements, balance sheets, cash flow statements, etc.
Report Review and Approval: The generated reports are automatically sent for review and approval to relevant stakeholders. Errors or discrepancies are flagged and corrected before final approval.
Report Distribution: Once approved, the reports are automatically distributed to designated individuals or teams, or saved in designated locations for future reference.

Benefits for Customers

Efficiency: Automating the financial reporting process reduces the time and effort required, freeing up the finance team for more strategic tasks.
Accuracy: Automated data collection and report generation minimize the risk of errors, ensuring accurate and reliable financial reports.
Timeliness: With automation, financial reports can be generated and distributed more quickly, aiding timely decision-making.
Compliance: Automated reports adhere to standard financial reporting guidelines and regulations, ensuring compliance.
Informed Decision-Making: Accurate, timely financial reports provide critical information for strategic decision-making, contributing to the organization's overall financial health.

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.

5-Step Process for Invoice Management with Process Street

Setting Up the Invoice Workflow: The finance team sets up an invoice workflow in Process Street. This workflow includes stages like invoice generation, approval, dispatch, payment tracking, and follow-ups.
Invoice Generation: Based on the agreed terms and services, Workflows automatically generates an invoice, reducing human error and ensuring accuracy.
Invoice Approval and Dispatch: Once the invoice is generated, it is sent for approval. Upon approval, Workflows automatically sends the invoice to the client, saving time and effort.
Payment Tracking: Workflows automatically track payment status, sending reminders for due or overdue payments and updating the system when payment is received.
Follow-up and Reporting: Workflows help manage follow-ups with clients and generate reports on invoice status, providing visibility into the business's financial health.

Benefits for Customers

Efficiency: Automating the invoice management process reduces the time spent on manual tasks, freeing up resources for other critical activities.
Accuracy: Automation reduces the chance of human error, ensuring accurate billing and protecting revenue.
Cash Flow Management: By automating invoice dispatch and payment tracking, businesses can ensure timely payments, improving cash flow.
Visibility: With automated reporting, businesses gain better visibility into their financial status, aiding decision-making.
Customer Satisfaction: Prompt, accurate billing improves customer satisfaction and enhances the business's professional image.

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.

5-Step Process for Expense Approval with Process Street

Setting Up the Workflow: The finance team sets up an expense approval workflow in Process Street. The workflow includes steps for expense submission, review, approval, payment, and tracking.
Expense Submission: Employees submit their expenses through the workflow. Workflows can be set up to automatically attach receipts and other necessary documentation, ensuring all information is gathered at the time of submission.
Expense Review and Approval: The submitted expenses are automatically reviewed based on the set approval matrix. Approvals are streamlined with automatic notifications to the appropriate approvers.
Expense Payment and Reimbursement: Once approved, the workflow can be set to initiate payment or reimbursement process to the respective employees, ensuring timeliness.
Expense Tracking and Reporting: All approved expenses are tracked and categorized for budgeting and reporting purposes, providing an accurate and up-to-date view of the company's expenses.

Benefits for Customers

Efficiency: Automating the expense approval process can save significant time and resources for both employees and the finance team.
Accuracy: Automatic capture and categorization of expense data reduces the chance for errors and ensures accurate tracking and reporting of expenses.
Real-time Insights: Tracking and reporting on expenses provide real-time insights into the company's expenditures, aiding in financial planning and control.
Employee Satisfaction: Timely and accurate expense reimbursement improves employee satisfaction and builds trust in the company's processes.

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.

5-Step Process Using Forms

Setup the Audit Form: Teams start by setting up a structured audit form. This lays out the sequence of tasks, and the data required at each stage, ensuring all necessary information is captured.
Input the Required Data Fields: Required data fields, including those for income statements, balance sheets, and tax information, among others, are added to this form.
Begin the Audit Process: Once everything is set up, the audit process can commence. Each step of the audit is clearly laid out in the form, with corresponding fields to be filled in. On completion, the collected data moves to the next step as per the defined workflow.
Review and Track Progress: Managers and team members can track the progress of the audit throughout its duration. With Forms, visibility into each step is greatly increased, and this data can be reviewed in real time.
Store and Analyze Data: After the audit is completed, the data collected through Forms is stored systematically in Process Street. It can be added to Data Sets or exported for further analysis and to inform future audits.

Benefits for Customers

Standardization: By using customizable Forms, teams can standardize their audit processes, leading to consistent results and minimized errors.
Efficiency: Forms simplify information gathering, reducing the time typically spent on manual entry and data collection, making the overall audit process more efficient.
Compliance: With all data collected and recorded systematically, auditing for compliance becomes less arduous and makes it easier to identify any potential areas of non-compliance.
Real-Time Tracking: The Forms feature allows for real-time tracking of each audit step, making it easier to manage and review ongoing processes.
Data Security and Accessibility: Process Street's Forms automatically stores all data securely, while making it easily accessible for audit teams when necessary, providing ease of information retrieval.

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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Backed by happy clients

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

Linda White

Head of Technology Services and Lease Administration Colliers International

"A huge win"