Use-case directory
Use cases by area
Eight finance areas, from paying suppliers to reporting. Use cases are still being added to some areas, and Payroll is coming soon. Pick the one where your week gets stuck.
Finance areas
- Spend11 use casesSupplier invoices in, checked, approved and paid on time.
- Get Paid10 use casesBilling customers, collecting what they owe and matching each payment to the invoice.
- The Close10 use casesClosing the books: accruals in, accounts reconciled, period signed off.
- Plan vs Actual1 use caseBudgets and forecasts built, kept current and checked against what actually happened.
- Cash Ops0 use casesKnowing where your cash is today, where it is heading and what you owe lenders.
- Controls1 use caseProving your controls work, and deciding who approves what AI may do with finance data.