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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

Get ready for business process automation
Tuesday January 15, 2019

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The post Get ready for business process automation appeared first on frevvo Blog.

The #1 Digital Transformation Trend for 2019
Tuesday January 08, 2019

Digital transformation — it’s a top business priority. But why all the attention? Organizations believe that by 2020, nearly half their revenue will be impacted by digital in some way. We’ve already … Continue reading The #1 Digital Transformation Trend for 2019

The post The #1 Digital Transformation Trend for 2019 appeared first on frevvo Blog.

Emergency Contact Form Templates
Thursday December 13, 2018

Things go wrong and people have to deal with unexpected emergencies. In these situations, getting help and information quickly can sometimes literally mean the difference between life and death. It’s … Continue reading Emergency Contact Form Templates

The post Emergency Contact Form Templates appeared first on frevvo Blog.

A five-phase roadmap for digital transformation
Tuesday December 11, 2018

There’s no doubt that the modern workplace increasingly relies on digital technology. Amazingly, paper-based forms and processes are still commonplace across organizations of all sizes. Examples abound from patient information … Continue reading A five-phase roadmap for digital transformation

The post A five-phase roadmap for digital transformation appeared first on frevvo Blog.

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