Two finance workflows.
One clear place to start.

Choose the workflow that matches the work in front of you.

Payables

AP Reconciler

Review accounts-payable reconciliation exceptions before they consume another close.

Statement lines

Invoice lineLedger

Payment lineStatement

Credit lineReview

Reconciliation

Matched

Exception

Missing evidence

Exception review Amount difference Source-linked item

Evidence Supporting file linked

See the AP workflow in detail.

Receivables

Organise overdue B2B invoices and draft the next follow-up.

Overdue invoices

Invoice A30+ days

Invoice B14–30 days

Invoice CUnder 14 days

Prioritise

1Next actionHigh

2Next actionHigh

3Next actionNormal

Draft follow-up

Invoice follow-up

Ready for review

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See the receivables workflow in detail.