Rules written in plain sentences, not code. Your ERP’s fields, dimensions and segments, not ours. Permissions by role or by person. And when the business changes, your team changes the rules.
Most finance systems ask you to fit their way of working: their field names, their approval logic, their idea of who sees what. The FinOps platform works the other way round. It takes on your ERP’s structure, and your team writes and changes the rules in plain sentences, so the process matches the business.
The platform reads your suppliers, codes, dimensions and segments, and writes back to the same structure.
How documents are coded, checked and routed, written as sentences. Start from ready-made automations.
Permissions by role or by person, across every entity and module.
New cost centre, new approver, new entity: your admins update the rules, without a development project.
“When an invoice is over £5,000, get approval from Finance.” Rules for extracting, checking and routing documents are written like that, not in code. Start from thousands of ready-made automations and adjust them to fit.
The platform takes on your ERP’s naming, custom fields, dimensions and segments. What your team sees matches what your ERP expects, so nothing needs translating at month end.
Decide who can see, edit and approve what, by role or by individual, across every entity and module. Approval limits sit with the person, not in a spreadsheet.
Capture the extra details your process depends on, mapped to the custom fields already in your ERP.
Every document is checked against the same rules, so the process runs the same way whoever handles it.
Each entity keeps its own coding, approvers and rules, under one login.
Rules, routes and permissions are updated in the platform as the business changes, by your own admins.
Every platform module runs on the same rules engine, so a rule written once can apply wherever it’s needed.
Expense Management has its own policy and approval settings today. Full integration with the platform is coming soon.
Routes that mirror your delegation of authority, with reminders, cover and escalation.
One login and one view across every entity, each with its own currency, coding and approvers.
ISO 27001, AWS hosting and the ERPs the platform reads from and writes back to.
No. Rules are written in plain sentences, and your admins can add or change them in the platform.
Yes. The platform takes on your ERP’s naming, custom fields, dimensions and segments, and writes back to the same structure.
Yes. Permissions are set by role or by person, and each entity can have its own coding, approvers and rules.
No. You start from ready-made automations and adjust them to fit your process.
Our implementation team configures the platform with you during onboarding. After that, your admins can make changes themselves.
Expense Management has its own policy and approval settings today. Full integration with the platform is coming soon.
