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Accounting & Financial Processes

Electronic Signatures, Integrations, PDF Generation.

Workflow Routing, Built-in Mobile, Conditional Logic.

Our customers are digitizing accounting & financial forms and processes like Purchase Order, Expense Tracking and Travel Authorization in days!
Accounting Forms and Processes

Why improve Financial processes?

Every business relies on critical "back office functions" like finance and administration. They're vital to the success of day-to-day operations. Inefficient manual processes lead to bottlenecks that bog your business down.

frevvo can help your organization automate, track and better manage your accounting processes, reduce bottlenecks and streamline your daily operations.

Benefits of Financial Process Automation

Improved Relationships
Fast, efficient approvals with fewer delays and errors ensure dependable communication and promote relationships.
Mobile Enablement
Let employees & clients securely access data and digitally sign for approvals anytime, anywhere and on any device.
Increased Accuracy
Use the Visual Rule Builder to connect business systems, validate data and perform calculations automatically.
Tighter Controls
Access control, configurable approvals, tracking and auditing provide strong compliance, visibility and oversight.
Increased Efficiency
Process automation makes your business agile. The result is reduced complexity, higher productivity and customer focus.
Reduced Costs
Affordable, cloud-based business automation software offers massive cost savings that can be reinvested in digital.

Try these example Accounting forms and workflows

Purchase Order
Approval Workflow

Purchase Order workflow with conditional routing for approvals.

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Electronically route purchase orders to customers for approval, save the PDF to Google Drive & get rid of printing, faxing, e-mailing and costly follow ups.

Travel Authorization
and Reimbursement

Authorize travel budget and submit expenses after traveling.

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Authorize estimated expenses prior to traveling and reconcile them for reimbursement after the travel has been completed.

Instant approval for
Expense Reports

Submit expenses electronically and route them for approval.

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Stop e-mailing Excel and scanning receipts for approvals. Photo attachments, calculations, and built-in mobile means easy, instant approval anytime/anywhere.
Get up and running quickly

Top 10 Financial forms and workflows digitized by our customers

Purchase Requisition
Travel Claim
Expense Reports
Mileage Reimbursement
Credit Authorization
Time Sheet
Cost Allocation
Recruiting Authorization
Budget Approval
Sales Orders

Fresh from the blog

A blueprint to creating digital purchase orders
Thursday November 22, 2018

Automation is already here, and we benefit greatly from it every day. From electronic boarding passes to smartphone maps to online banking, we’re using less paper in our daily lives … Continue reading A blueprint to creating digital purchase orders

The post A blueprint to creating digital purchase orders appeared first on frevvo Blog.

How Purchase Order and Purchase Requisition Templates help your business succeed
Wednesday November 14, 2018

Purchase Orders (PO) and Purchase Requisitions are extremely common documents used by practically every business. They help business control costs, ensure that business rules are followed and that the business … Continue reading How Purchase Order and Purchase Requisition Templates help your business succeed

The post How Purchase Order and Purchase Requisition Templates help your business succeed appeared first on frevvo Blog.

Go the extra [online forms] mile
Friday November 02, 2018

Forms are a part of life but they don’t have to be tedious and ugly. Clean, well-designed online forms help customers provide needed information quickly and painlessly. What if your … Continue reading Go the extra [online forms] mile

The post Go the extra [online forms] mile appeared first on frevvo Blog.

Best practices to improve employee on-boarding and new hire orientation
Thursday November 01, 2018

  Getting the on-boarding process right is critical for an organization to make sure every new hire feels comfortable, satisfied and welcomed in the organization. On-boarding done right leads to enhanced … Continue reading Best practices to improve employee on-boarding and new hire orientation

The post Best practices to improve employee on-boarding and new hire orientation appeared first on frevvo Blog.

Greater Productivity Starts Here

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