Finance process automation
Less manual work. Clear responsibilities in finance workflows.
How TEC G8 supports you
Approvals arrive by email, data is entered repeatedly or closing tasks remain unfinished. TEC G8 reviews the workflow and implements a defined process with controls and clear exception handling.
Scope of services
- Review the current process, effort and responsibilities
- Define approvals, exceptions and escalation paths
- Automate data transfers and recurring steps
- Test permissions and failure scenarios with finance
- Train users and hand over operation
Your outcome
A documented workflow with traceable approvals and clear responsibilities. Processing time and correction effort are compared before and after implementation.
Possible applications and tools
Investment approvals, master data changes, document filing and closing tasks are possible starting points. We assess Power Automate for suitable Microsoft environments and n8n for connections between different applications where appropriate. AI can prepare document data for subsequent review.
Start with one process
We define a recurring workflow. Available interfaces, licences and operational ownership guide the solution. Approvals for payments and critical data changes are explicitly defined.
Discuss your project
What would you like
to improve in finance?
Discuss your project with Manfred Schönberger. We clarify the task, systems involved and the next practical step.