Accounts Payable Workflow
Vendor invoice processing, three-way matching, approval routing, and payment scheduling
Vendor invoice processing, three-way matching, approval routing, and payment scheduling
Comprehensive audit readiness with evidence collection, control testing, and audit response coordination
External audit coordination with PBC list management, evidence provision, and audit resolution
Open enrollment automation, benefits comparison, and personalized recommendation engine
Board meeting preparation, materials creation, action item tracking, and minutes documentation
Annual budget planning with bottom-up input, top-down allocation, scenario modeling, and approval routing
Business continuity planning with critical process identification, recovery procedures, and plan testing
Automated resume screening, skill matching, and initial candidate qualification with bias detection and scoring
Capitalization table maintenance with equity tracking, option grants, and scenario modeling
Daily cash position monitoring, short-term forecasting, and working capital optimization
Continuous compliance monitoring with control testing, violation detection, and remediation tracking
Automated contract analysis, risk identification, clause extraction, and redline generation
Product/project cost analysis with ABC costing, profitability analysis, and cost reduction recommendations
IT disaster recovery planning with backup strategies, RTO/RPO definition, and recovery testing
Investor due diligence management with data room setup, request tracking, and information provision
Continuous employee engagement monitoring with pulse surveys, sentiment analysis, and action planning
End-to-end new hire onboarding from offer acceptance through first 90 days with automated task tracking
Exit strategy planning with buyer identification, company preparation, and transaction modeling
Employee expense submission, policy compliance, approval routing, and reimbursement processing
Rolling financial forecasts with revenue modeling, expense trending, and variance analysis
Automated financial statement generation (P&L, balance sheet, cash flow) with variance commentary
Fraud detection and prevention with control monitoring, anomaly detection, and investigation protocols
Fundraising pipeline management with investor targeting, outreach tracking, and close coordination
Automated HR compliance monitoring, policy updates, training tracking, and audit preparation
Security/operational incident response with detection, containment, investigation, and post-mortem
Insurance coverage management with needs assessment, policy comparison, renewal tracking, and claims support
Regular investor update creation with metrics reporting, milestone tracking, and ask articulation
Automated invoice generation, delivery, payment tracking, and collections management
Intellectual property asset management, trademark monitoring, patent filing tracking, and infringement detection
Automated legal research with case law analysis, statute lookup, and legal memo generation
Legal hold automation, discovery document collection, privilege review, and case tracking
Risk mitigation strategy development with control design, action planning, and effectiveness monitoring
NDA generation, tracking, expiration monitoring, and counterparty management
Comprehensive employee exit process with knowledge transfer, access revocation, and exit interview analysis
Operational risk management with process mapping, failure mode analysis, and control implementation
Automated payroll calculation, tax withholding, direct deposit processing, and reporting
Automated performance review cycle management with 360-feedback collection, goal tracking, and calibration
Comprehensive pitch deck development with market analysis, financial projections, and investor storytelling
Company policy lifecycle management with version control, approval workflows, and distribution tracking
GDPR/CCPA/privacy law compliance with data mapping, consent management, and privacy request handling
Multi-jurisdiction regulatory compliance monitoring, gap analysis, and remediation tracking
Enterprise risk assessment with risk identification, likelihood/impact scoring, and heat map visualization
Shareholder communication management with proxy voting, annual reports, and material event notifications
Tax compliance workflow with data collection, tax calculation, return preparation, and filing
Term sheet analysis with valuation assessment, term comparison, and negotiation guidance
Automated training program creation, skill gap analysis, and learning path recommendation
Company valuation analysis with comparable company analysis, DCF modeling, and precedent transactions
Vendor contract negotiation, risk assessment, compliance verification, and performance tracking
Third-party vendor risk management with due diligence, ongoing monitoring, and contract enforcement
Strategic workforce planning with headcount forecasting, skill demand analysis, and hiring roadmaps