CEO approvals
Escalations and approval requests all the way to CEO level.
Home / Finance Establishment
Finance Establishment Process
Automate the finance department’s process for establishing whether a new or existing fund is feasible — with the right people signing off, in order.
Senior sign-off
Senior accountant and assistant director of finance sign off before work proceeds.
One portal of record
Workforce planning and finance keep the details in a single place.
Email approve / deny
Approvers can act from the notification email, without hunting for a login first.
Discuss finance establishment
Tell us how approvals work in your trust today.