Product
Orchestrator
Automate complex financial workflows end-to-end
Design, deploy, and manage sophisticated financial process automations without code. Orchestrator connects your existing M365 tools into streamlined workflows that enforce compliance, reduce errors, and free your team to focus on analysis.
Key Features
Visual Workflow Builder
Drag-and-drop interface for designing multi-step financial processes with conditional logic.
Approval Chains
Configurable multi-level approval workflows with delegation and escalation rules.
Compliance Engine
Built-in rules ensure every workflow adheres to regulatory and internal policy requirements.
Process Templates
Pre-built templates for common financial processes — month-end close, AP/AR, reconciliation.
Benefits
Eliminate Manual Handoffs
Automated routing ensures the right person gets the right task at the right time.
Enforce Compliance Automatically
Policy rules are embedded in the workflow — compliance happens by default.
Scale Without Headcount
Handle growing transaction volumes without proportionally growing your team.