Transform hectic financialworkflows into structured success stories

Process Street product

Trusted by more than 3000 companies

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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.

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.

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Financial Reporting
Invoice Management
Expense Approval
Financial Audits

Popular templates

Budget Preparation
  1. 1. Review the most recent budget
  2. 2. List all department expenses
  3. 3. Request approval from top management
Business Tax Preparation Process
  1. 1. Collect copies of federal and state tax returns
  2. 2. Calculate year end balance sheets
  3. 3. Schedule meeting with your tax advisor/accountant
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
Annual Financial Report Preparation
  1. 1. Contact accounting department for financial statements
  2. 2. Confirm all figures are correct
  3. 3. Enter the company's strategic plan
Income (Profit and Loss) Statement Process
  1. 1. Calculate total revenue
  2. 2. Calculate net income
  3. 3. Consult previous year's report for retained earnings (RE)
Purchase Order Process
  1. 1. Create the purchase requisition
  2. 2. Send details to the receiving department
  3. 3. File the purchase order for internal records
Generate a custom workflow in seconds using AI

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

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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

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