Finance & Accounting workflows
Board packs, audit binders and statements assembled and locked down in-house. Each one runs as a licensed, on-premise pipeline — and every tool inside it is free to try on the public site.
Make a board pack PDF
Combine your numbers, slides, and notes into one board pack, watermarked and locked.
Business license4 steps · 3 free to try
Make invoices and monthly statements
Make invoices, tidy them up, and bundle them into monthly statements in bulk.
Team license4 steps · 3 free to try
Make an audit binder
Gather your evidence, number every page, and lock it into one audit binder.
Business license4 steps · 3 free to try
Hide account numbers on bank statements
Permanently remove account numbers and balances before you share a statement.
Team license3 steps · 3 free to try
Bring these workflows on-premise
License the Finance & Accounting bundle and run every workflow inside your own network.