Finance
Automate manual processes in Finance and Payroll, add approval steps in Teams, and transform FI correspondence sent to customers and suppliers.
Intelligent data capture, approval and SAP update
Business Case Approval at JetBlue
JetBlue uses a custom Fiori app process for the data capture and approval of business cases, ending with automatic creation of internal orders in SAP.
Finance Process Approvals in Teams
General Journal Verification
Approval steps for finance processes can be extended into Teams, enabling managers to take action without leaving Teams.
Transforming FI Correspondence
Payment Run
A common output use case is to send payment advice messages to suppliers when a payment run is executed.
In this example, Floe is used to generate the payment advice email, containing all the payment details.
Account Statement
FI correspondence is communication to customers or suppliers which includes financial information. This includes customer statements, remittance advice, financial invoice and many more.
Remittance Advice
A remittance advice output is often generated and sent after a supplier invoice has been paid.
The resulting email and attachment generated from SAP can be transformed using Floe.
Tax Reporting
Making Tax Digital
Arch uses a custom Fiori form to capture tax data for reporting, integrated to APIs provided by HMRC for periodic tax reporting.
Managing Finance Master Data
Cost Centre Change Notification
Many financial updates are automatic, but changes to master data objects might require request forms and approvals.
In this demonstration we show an automated notification in Teams, triggered by a change to a cost centre.