Finance workflow and reporting automation
Recurring finance work, run the same way every time.
Define the steps once: pull balances, post entries, request approval and build the report. Levatech runs them on schedule and pauses only where a person needs to sign off.
| Day | Task | Owner | Status |
|---|---|---|---|
| D-1 | Accruals reviewed | S. Ortega | Done |
| D+1 | Bank reconciliations | Workflow | Done |
| D+1 | Intercompany eliminations | Workflow | Done |
| D+2 | Controller approval | J. Lindqvist | Done |
| D+3 | Management pack | Workflow | Running |
| D+4 | CFO sign-off | R. Haddad | Waiting |
Running workflows
Chain tasks across reconciliation, KYC and your ERP. Each run is logged step by step, so a missed deadline has a visible cause.
- Schedules by day, period-end or trigger
- Approval steps with named owners and deadlines
- Retries and alerts when a source is unavailable
- Run history retained for audit
Producing reports
Management packs, entity summaries and KPI reports are built from current data and sent to the right people in the formats they use. Every report links back to the run that produced it.
Setting up a workflow
- 01
Map the steps
List the tasks, data sources and approvals your process already uses.
- 02
Assign owners
Each approval has a named owner, a backup and a deadline.
- 03
Schedule and monitor
Runs execute on time; the log shows status at every step.
Related products
Talk to us about your month-end close.
Share your close checklist and we'll show how each step would run, who approves it and what gets logged.