Finance & Tax Automation

Build Solutions for Finance & Tax

Build Solutions for Finance & Tax

Automate your finance and tax processes to improve efficiency
and accuracy with no-code drag-and-drop
Automate your finance and tax processes to improve efficiency 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.

Common Use Cases

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

Common Use Cases & Client Apps

See how Checkbox can transform your team

legal document workflow automation

Streamline Processes

Eliminate the need for specialists to explain and facilitate complex, disjointed manual processes

legal document workflow automation

Improve Turn-Around Time

Implement automated and self-service tools so business users lodging requests can be served faster

legal document workflow automation

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


Track processes and data to enable right and timely decision making

Defect Scoring

Record all defects and automatically assign relevant scores to each audit


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


Audit trails track every user question, response, comment and action

Drag and Drop Studio

Easily build automation solutions without coding knowledge


Work seamlessly across Checkbox and your other tools

Hear what customers have to say

"Compared to competitors, Checkbox hit the right balance between capability and ease of use for non-IT app builders, and is flexible to handle process changes without needing to re-engage the vendor. Checkbox is an excellent platform and we receive excellent support from the Checkbox team, who are very responsive to feedback.
I don’t think there’s any other solution you can build a fully-functioning piece of software in an hour. And that’s amazing. As a more modern platform, the simplicity of building apps in Checkbox was evident. The Checkbox platform creates this new mentality in our business about continual improvement in our client services.
"We found the Checkbox platform far better than the alternative solutions because of the usability and speed. It’s intuitive to use and you can change things in a matter of seconds. Checkbox is really quite limitless – it can be designed to fit whatever process, system or design requirements you have, and that is the beauty of it.

Get started with your digital transformation journey

See how Checkbox fits in with your organization by contacting us and requesting a free demo