Finance & Accounting

Move financial operations forward with fewer inbox chases.

Connect invoices, approvals, reminders, and reporting so finance can spend less time tracking documents and more time making informed decisions.

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The operational drag

Financial work slows down when every document needs manual routing.

Invoices, expenses, decisions, and recurring reports cross too many inboxes before they become usable information.

Documents arrive unstructured

Teams manually extract basic details before a review can start.

Approvals wait in queues

Owners lack a consistent prompt and escalation path.

Reporting is repetitive

Recurring numbers are assembled through the same manual steps.

Before and after

Replace a fragile handoff with a visible operating system.

See how the same work changes when the process is connected, repeatable, and observable.

Before PUQManual and reactive

Documents arrive unstructured

Teams manually extract basic details before a review can start.

Approvals wait in queues

Owners lack a consistent prompt and escalation path.

Reporting is repetitive

Recurring numbers are assembled through the same manual steps.

With PUQConnected and repeatable

Capture intake consistently

Create a dependable entry path for invoices and expense requests.

Route approvals by rule

Send each decision to the right owner at the right threshold.

Deliver scheduled insight

Build reporting loops that do not depend on manual preparation.

Setup

Start with one process. Launch without a rebuild.

PUQ fits around the workflow your team already understands, so the first useful automation can stay focused.

Choose the starting signal

Start from the event your team already receives: a form, record change, schedule, webhook, or request.

Map the business rules

Add the checks, branches, ownership rules, and approval points that make the process safe to run.

Connect, test, and activate

Connect the tools in your stack, test the full path with real context, then publish when the team is ready.

Use the apps, APIs, webhooks, and approval tools already in your stack.

See the product in the flow

Design the controls around the work, not around another spreadsheet.

Use a visual workflow to combine intake, review, approval, notifications, and reporting while keeping every decision traceable.

Start from email, uploads, forms, schedules, or webhooks
Branch by amount, vendor, policy, or approval threshold
Keep a run history for later review

Explore the workflow builder

Abstract workflow builder canvas with connected automation steps

Approval workflow

What changes for the team

A better day-to-day experience for every owner in the process.

These are the practical outcomes the workflow is designed to create across the team.

Create a dependable entry path for invoices and expense requests.

Send each decision to the right owner at the right threshold.

Build reporting loops that do not depend on manual preparation.

Built for the work after launch

Automation that keeps financial control in the loop.

Controlled decisions

Put human approval exactly where policy requires it.

Traceable execution

Understand when actions happened and which path they took.

Useful reminders

Escalate only the items that need a person’s attention.

Make the next handoff automatic

Let your finance team focus on decisions, not chasing paperwork.

Start with the approval or reporting workflow that repeats every week.

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