Finance Operations
Invoice Processing
Capture, validate and route invoices through one controlled workflow connected to your accounting system.
- Receive
- Extract
- Validate
- Approve
- Export
Applications
Start with one critical process.
Choose a ready-made operational application and adapt it to your data, rules, team and existing systems.
Each application covers a complete process.
Finance Operations
Financial Reconciliation
Import statements, match movements against your records and review only the discrepancies.
- Import
- Match
- Review
- Reconcile
Document Operations
Document Processing
Capture, classify, convert and archive documents with states, rules and full traceability.
- Intake
- Classify
- Process
- Archive
Revenue Operations
Lead Enrichment & Qualification
Enrich records, apply scoring rules and activate only qualified leads in your CRM.
- Capture
- Enrich
- Score
- Activate
Finance Operations
Debt Tracking
Monitor, prioritize and escalate debt with reminders coordinated from a single place.
- Monitor
- Prioritize
- Remind
- Escalate
Process Data
Data Validation & Enrichment
Validate, clean, enrich and transform data before it reaches your business systems.
- Input
- Validate
- Enrich
- Transform
- Output
More applications
The rest of the ready-made operational applications, grouped by family. Each is a proven process foundation you can configure and launch.
Document Operations
Document Ingest
Capture and classify incoming documents and emails in one place.
Document Conversion & Archiving
Convert files to uniform formats and archive them automatically.
Document Generation
Generate documents from data and rules, consistently.
Case Management
Track cases with structured states, responsibilities and traceability.
Finance Operations
Invoice Reception
Capture, validate and classify incoming invoices automatically.
Invoice Generation
Issue invoices from validated data with correct numbering.
Tax Report Preparation
Prepare tax reports from validated data with fewer errors.
Revenue Operations
Lead Capture
Capture and centralize leads from every channel with structure.
Campaign Activation
Activate campaigns from rules and audience data.
Proposal Generation
Generate proposals from structured data in minutes.
Business Signals
Detect and track relevant market and account signals continuously.
Process Control
Process Visibility
See where every case is and who is blocking it, in real time.
Approval Management
Route approvals through states, rules and clear responsibilities.
Data Synchronization
Keep records consistent across systems automatically.
Execution Monitoring
Monitor executions with alerts and automatic retries.
Exception Management
Triage exceptions with rules and human review.
Operational Dashboards
Get KPIs and tables tailored to your operation.