EasyFlow Finance Workflows
EasyFlow is a low-code workflow and process automation platform that helps organizations design forms, model processes, automate approvals, integrate systems, and track performance without heavy custom code. For Finance, it streamlines Expense Claims, Credit Control Processes, budget approvals, and vendor management with auditable, policy-compliant flows and clear SLA tracking.
We automated expense claims and credit control with EasyFlow and cut processing time by 60%. The approval chains are now transparent and policy compliance is automatic.
- Finance Director, Client Team
System Benefits
- 1 Automated expense approval workflows with policy validation
- 2 Real-time credit control tracking with escalation rules
- 3 Integration with accounting systems and budget controls
Finance workflows in EasyFlow eliminate manual approvals, enforce spending policies automatically, and provide complete audit trails. From expense claims to vendor payments, every transaction follows defined approval chains with real-time visibility for managers and finance teams.
Finance Workflow Examples
Group Project Listing – Facilitates the submission and approval of new project requests.
Imports Approval – Facilitates the initiation and approval of import requests.
Process Requests & Approvals – Facilitates the submission of new project requests for review and approval.
Nexus CC Debt Collection Individual Customer – Facilitates follow-ups on customer debts by Credit Control Officers.
Nexus CC Debtors Management System – Facilitates the review of customer aging debt reports for individual follow-up.
Bank Reconciliation Reminder Process – Initiates reminders to Finance Controllers who have not submitted their monthly bank reconciliation reports.
Customer Credit Application – Streamlines the process of opening accounts for first-time credit clients.
Customer Credit Review – Streamlines the review process for existing clients.
TIMS Monthly Reconciliation Reminder Process – Facilitates submission of monthly TIMS invoice reports.
VAT Return Reminder Process – Sends reminders for GRs who have submitted their monthly VAT return reports.
Manual expense processing and credit control were causing delays, duplicate payments, and policy violations. Finance teams spent hours on routine approvals while managers lacked visibility into spending patterns and budget compliance.
We implemented automated expense workflows with receipt capture, policy validation, and multi-level approvals. Credit control processes now trigger automatically based on payment terms, with escalation paths and integration to accounting systems for seamless reconciliation.
Absolutely. Processing time reduced by 60%, policy compliance improved to 98%, and finance gained real-time dashboards for spending analysis. The success established the foundation for expanding automation across HR, IT, Service Desk, EHS, Legal, Operations, and Warehouse & Logistics.