automation in finance department

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Digitize and streamline financial workflows

Using the leading no-code finance & tax automation platform, automate your manual processes and streamline service delivery

Trusted by leading businesses, globally

Adoption & navigation — now easier than ever

Instantly handle business requests via email

Enable business users to request for services within their inbox and receive immediate responses

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Intake requests where the business is—on Slack

Allow business users to access the service assistant via BAU channels like Slack and Teams

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Intake requests where the business is—on Teams

Gain visibility and transparency on the status, type and priority of requests & workflows

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Build an AI Front Door on your company portal

Embed an AI assistant on your company’s web portal and customize for branding

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Automate work & connect your systems

Streamline contract lifecycle workflows

Automate from contract generation, review and negotiations, through to execution and obligations

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Automate assessments, approvals and decisions

Digitize, streamline and fast-track processes between people, systems, and data

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Gain visibility and insights into your processes

Leverage dashboards, reports and audit logs for your workflows and enable data-driven decisions

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Connect with the rest of the business & your tools

Streamline the flow of data and trigger events across your existing systems and workflow

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Automate work & connect your systems

Streamline policy inquiries and tracking

Create an automated process for managing the compliance to new and recurring policies

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Automate assessments, approvals and decisions

Digitize, streamline and fast-track processes between people, systems, and data

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Oversee the status and tracking of policy and approval workflows

Leverage dashboards, reports and audit logs to enable better compliance and risk management

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Connect and integrate your different systems

Streamline the flow of data and trigger events across your existing systems and workflow

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Digital Transformation

Transform finance into a strategic business partner

Deliver immediate, high visibility impact to your finance & tax processes and drive business-wide strategic initiatives

Explore Finance Automation

Service Delivery

Increase the clarity & accessibility of financial services

Make it simple for business users to navigate financial forms and approvals, while streamlining manual work

Explore Service Management

Approval & Review

Streamline the approval request & review process

Digitize processes that require review and approval, complete with back-and-forth workflow and audit trail

Explore Approval Workflows

Payment & Buying Operations

Simplify payment & buying operations

Enable finance teams to better manage and scale their services to improve access, value, and speed, for the business

Explore Workflow Automation

Everything you need to manage
your services and workflows

Design, build, deliver and maintain your workflows all in one place

Artificial Intelligence

ChatGPT meets workflow automation. Two powerhouses to advance your request resolution, self-service & routing.

AI Front Door

AI Assistant

Custom Sources

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No-Code Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

Drag and drop

Development & testing

Version management

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Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

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Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

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Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

Smart forms

Tables

Web accessibility

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Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

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Reporting & Audit Trails

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

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Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

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Application Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

Drag and drop

Development & testing

Version management

Document Automation

Automate documents end-to-end using information intake, conditional content, bulk processing, approvals and e-signature.

Template-based documents

In-app document editor

E-signature

Workflow Automation

Automate, streamline, and execute processes between people, systems, and data using predefined business rules.

Sequential workflows

Parallel workflows

Multi-triggers

Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

Smart forms

Tables

Web accessibility

Decision Automation

Design complex rules and decision-tree logic including calculations, looping and weighted scores.

Decision tables

Conditional routing & logic

Number/date calculations

Reporting & Analytics

Gain instant visibility and insights into your services and processes and enable data-driven decisions.

Dashboards

Widgets & custom filters

Data exports

Reusability & Data

Leverage data storage and management functionality to read, retrieve and update data across workflows and external systems.

Databases

Data import & export

Low-code availaibilty

Get started with
use cases & templates

INTAKE

AI Legal Front Door

Capture requests from anywhere and guide users through request resolution

AI ASSISTANT

Legal / Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

contracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs in just minutes

WORKFLOW

Gifts & Entertainment

Simplify the registration & approval of company gifts and gratuities

CONTRACTS

Sales Agreements

Empower the sales team to self-serve the generation of agreements with ease

WORKFLOW

Trademark Clearance

Streamline the submission, review and clearance of trademarks

WORKFLOW

No-Code Automation

Enable your firm to streamline inefficient processes and build client solutions

INTAKE

Client Intake

Attract & win new clients by simplifying and automating the client intake process

WORKFLOW

Legal / Compliance Audit

Automate your compliance audit questionnaires and assessments

CONTRACTS

Copyright License

Automate copyright license agreements in minutes & refocus time on new revenue

WORKFLOW

Data & Security Incident

Report incidents, assess potential breaches to monitor and improve coverage

CONTRACTS

Document Approvals

Guide users through document approvals & streamline intake, review and execution

INTAKE

Intake-to-Procure

Provide a self-service portal for employees to initiate a purchase or vendor request

workflow

Approval Workflows

Guide users through approval requests, streamline review and gain visibility

workflow

Vendor Risk Assessment

Decrease time on evaluating vendors by automating your vendor risk assessments

workflow

Modern Slavery Check

Automate manual checks for suppliers’ alignment to modern slavery laws & policies

CONTRACTS

Vendor Agreements

Generate bespoke & error-free vendor agreement reports in a matter of minutes

conracts

NDA Automation

Allow employees to self-serve the generation of compliant NDAs

INTAKE

Project Risk Register

Provide a single digital access point for the business to register risks

WORKFLOW

Security Risk Assessment

Automate the identification, estimation, and prioritization of risks to operations & assets

WORKFLOW

Data & Security Incidents

Report incidents, assess potential breaches to monitor and improve coverage

WORKFLOW

Innovation Risk Audit

Automate the risk mitigation and management of business innovation ideas

WORKFLOW

Automated Vendor Audits

Assess a vendor’s information security, risk level, and identify any control gaps

WORKFLOW

SOC2 Readiness

Assess the compliance of suppliers against SOC2 controls and generate reports

CONTRACTS

Employment Agreements

Automate employment agreements end-to-end - from intake, review to e-signature

AI ASSISTANT

HR Policy FAQ

Address policy inquiries instantly using AI or route to the relevant resource

INTAKE

Employee Self-Service

Provide a single digital access point for the business and enable self-service

WORKFLOW

Employee Onboarding

Fast-track and streamline the onboarding experience for employees, managers and HR

CONTRACTS

Bulk Employment Letters

Meet deadlines and generate hundreds of personalized letters in just a few clicks

CONTRACTS

Job Description Generator

Enable managers to self-serve the generation of compliant job descriptions

WORKFLOW

Financial Risk Assessment

Automate the identification, estimation, and prioritization of financial risks

WORKFLOW

Automated Reports

Generate bespoke & error-free financial reports in a matter of minutes

WORKFLOW

ESIC Eligibility

Streamline eligibility assessments for ESIC tax concessions & receive tailored advice

WORKFLOW

Expense Approvals

Enable users to self-serve and efficiently lodge expense claims for approval

CONTRACTS

Sales Proposal Automation

Empower the sales team to self-serve the generation of proposals with ease

WORKFLOW

Accounts Payable Check

Automate the collection of matter and client management information for accounting

Enjoy greater control over the time & cost of digital transformation

Quickly realize and justify the value of your finance automation investment.

Quickly realize and justify the value of your investment.

Frequency of workflow per month
Number of finance hours to complete one workflow
Number of business user hours spent per workflow
Average salary of workflow participants per hour
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Estimated savings/ROI

hourSavings

Annual hours saved per workflow

costSavings

Annual cost savings

Trusted by leading companies worldwide

“Without the need for technical skills or the help of IT, Checkbox has enabled us to automate intake and triage, pre-populate significant volumes of information up front, and allocate matters to the lawyers with the right expertise and availability. It is a living, breathing tool we can scale and adapt easily to maintain a legal safety blanket for the business.”

Ben Langford

Group Counsel at Woolworths

60+

workflows automated across legal

Coca-Cola Europacific Partners

“The legal and people & culture teams have been able to focus on the people rather than the processes, whilst rolling out solutions organization-wide at a velocity that was unachievable previously.”

Richard Conway

Deputy Group General Counsel & Group Company Secretary at Coca-Cola

15+

documents automated per year across the business

“Our legal teams spend less time on menial tasks and more time on things that require their skills and expertise, and they get to spend more face-to-face time with business stakeholders to meet business deliverables.”

Denise Doyle

Legal Transformation Lead at Telstra

6,000+

hours saved per year for processes across legal

"We're no longer a roadblock to the business. Standardizing our processes with automation using Checkbox has allowed us to work on more complex business matters, making us a stronger business partner"

Georgia Petry

Legal Counsel at Xero

250+

documents automated in first implementation

LEADING NO-CODE automation in finance department WORLDWIDE

No-Code Automation
Platform - Capterra

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team or email us at info@checkbox.ai

Elevate value and strengthen partnership with the business