Build Solutions for Finance & Tax
Build Solutions for Finance & Tax
and accuracy with no-code drag-and-drop
Automate your workflows and approvals
Build solutions with automated workflows including scheduled tasks, approvals, reminders, and more. Create parallel workflows and automatically assign different workflows and approvals to multiple users.
Deploy your apps to the business as self-service tools
Easily deploy your apps to business users as self-service tools to triage finance and tax requests, automate advice, and more. You can even use iframe to embed these tools into intranet or website pages.
Automated Finance Risk Assessment
Minimise business risk across the organisation at scale by automating the finance risk assessment process
Financial Report Generator
Generate bespoke and compliant-by-design financial reports within a fraction of the time
Expense Request Workflows
Effortless expense automation, fast-tracked to manage finances effectively
- All
- Document Generation
- Requests
- Assessments
See how Checkbox can transform your team
Streamline Processes
Eliminate the need for specialists to explain and facilitate complex, disjointed manual processes
Improve Turn-Around Time
Implement automated and self-service tools so business users lodging requests can be served faster
Ensure Compliance
Build compliant-by-design tools along with in-built checks, controls and audit trails as needed
Finance & Tax automation on a single, powerful, no-code platform
Smart Questionnaire
Gather all required information and only pose relevant questions to auditors
Dashboards
Track processes and data to enable right and timely decision making
Defect Scoring
Record all defects and automatically assign relevant scores to each audit
Approvals
Approve or reject responses digitally with comments & centralised tracking
CSV Export
Export all audit data into a CSV to run ad-hoc reporting as needed
Transcripts
Audit trails track every user question, response, comment and action
Drag and Drop Studio
Easily build automation solutions without coding knowledge
Integrations
Work seamlessly across Checkbox and your other tools
Hear what customers have to say
Access App Templates for Finance & Tax
Create solutions even faster on Checkbox by using templates instead of building from scratch
Get started with your digital transformation journey
See how Checkbox fits in with your organization by contacting us and requesting a free demo
