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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.

M
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.

M
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

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