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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
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
See Use Cases
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
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
Approval & Review
Streamline the approval request & review process
Digitize processes that require review and approval, complete with back-and-forth workflow and audit trail
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
Everything you need to manage
your services and workflows
Design, build, deliver and maintain your workflows all in one place
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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
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
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
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
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
“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
Frequently Asked Questions
If you have any further questions, Get in touch with our friendly team or email us at info@checkbox.ai