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