Runwork for Finance Teams

Automate approvals, track budgets, and build financial tools that scale

Finance teams need precise, reliable tools. But they often end up with spreadsheets and manual processes. Runwork helps you build custom applications for expense management, budgeting, and financial workflows with the controls you need.

The Challenge

Manual expense approval processes
Budget tracking across multiple spreadsheets
Difficulty reconciling data from different systems
Time-consuming month-end close procedures
Lack of real-time financial visibility

The Runwork Solution

Automated approval workflows with audit trails
Centralized budget dashboards with real-time updates
Data integration connecting all financial systems
Streamlined close checklists with task automation
Real-time financial dashboards for leadership

What You Can Build

Expense Manager

Submit, approve, and track expenses with receipt capture and policy enforcement.

Budget Dashboard

Track departmental budgets, monitor spend, and alert on variances.

Procurement Portal

Manage purchase requests, vendor approvals, and PO generation.

Invoice Tracker

Track incoming invoices, manage approvals, and sync to accounting systems.

Close Checklist

Standardized month-end close with task assignment, progress tracking, and sign-offs.

Financial Reporting

Aggregate data from multiple sources into executive-ready dashboards.

Key Features for This Use Case

Apps Workflows Data Integrations Audit Logs Auth

A Day in the Life

8:00 AM — Expense queue. 14 expense reports submitted yesterday. Your expense manager already flagged 3 with policy violations (over limit without pre-approval). You review the others, approve with one click each. The workflow routes approved expenses to payroll automatically.

10:00 AM — Budget check. The marketing team wants to know their remaining budget. You share a link to their budget dashboard. They can see committed spend, pending POs, and available funds—real-time, self-service, without you generating a report.

1:00 PM — Invoice reconciliation. Your AP automation matched incoming invoices against POs overnight. 47 matched and queued for payment. 3 exceptions need review: different amounts, missing POs. You resolve the exceptions; the rest process automatically.

3:00 PM — Close prep. Month-end is Friday. Your close checklist shows progress: accruals posted, intercompany cleared, revenue recognized. Each task has an owner and due date. You're tracking green on 28 of 32 items—plenty of time for the stragglers.

4:30 PM — CFO dashboard. The CFO needs a cash flow update. Your financial dashboard pulls from your banking integrations, AR aging, and AP forecast. Current position, 30-day projection, and variance from forecast—all on one screen.

Frequently Asked Questions

How does Runwork help with expense management?

Build expense submission forms with receipt capture and policy rules. Workflows route approvals based on amount, category, or department. Policy violations are flagged automatically. Approved expenses flow to payroll or reimbursement systems. Full audit trail for every transaction.

Can finance teams build their own tools without IT?

Yes. Describe what you need—budget dashboards, approval workflows, reporting tools—and Runwork generates working applications. No coding, no IT tickets. Built-in audit logs and access controls meet finance team security requirements automatically.

How does Runwork integrate with accounting systems?

Runwork connects to QuickBooks, NetSuite, Xero, and other accounting platforms. Pull transaction data for reporting, push approved invoices for payment, sync budget data bidirectionally. Build dashboards that combine data from multiple financial systems.

Can we automate month-end close processes?

Yes. Create close checklists with tasks, owners, and deadlines. Track completion status in real-time. Automate recurring tasks like accrual calculations. Get visibility into what's done, what's pending, and what's blocking—no more status spreadsheets.

Related Use Cases

Operations Teams HR Teams Legal Teams

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