Human approvalSimplify critical workflows
Replace fragmented spreadsheets and inboxes with process tools that make financial work easier to manage. Route approvals, automate follow-up, and keep the status of each request visible.
Move finance processes forward
Build connected workflows that give finance teams the control, accuracy, and speed to keep critical processes moving.
Build in the right controls
Keep processes secure, consistent, and ready to scale as your organisation grows. Connect existing finance systems and protect sensitive records with granular access controls.
Keep finance work accountable
Bring routing, connected systems, and activity into the same process.
Approval routing
Send requests to the right approver with clear conditions and time limits.
- SharePoint
- Jira
- ServiceNow
- Custom REST API
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Connected finance systems
Connect finance databases and APIs to reduce re-entry and manual follow-up.
Activity visibility
Review actions and requests to understand progress and investigate errors.
Build more with the marketplace
Start with a workflow template, adapt it to your systems and controls, or explore the Budibase partner network for delivery support.
Template
Invoice Approval Workflow
Route invoices for coding, policy checks, and approval while keeping requesters updated in chat.
Template
Purchase Order Request
Collect purchase requests and route them for approval.
Template
Vendor Onboarding Review
Coordinate vendor onboarding checks, collect required documents, and escalate risk or compliance exceptions.
Partner
Teiva Systems
Explore this service partner in the Budibase partner network.
You have questions. We have answers.
Which finance processes can we build?
Create workflows for invoices, purchases, vendor onboarding, and other finance requests. Capture context, route decisions, and coordinate follow-up.
Can we connect our finance systems?
Yes. Connect databases and REST APIs to retrieve records and update your existing systems through configured workflows.
How do we control financial approvals and access?
Set approval conditions and approvers, then use granular roles to control access to sensitive data and actions.
Can finance workflows run on our infrastructure?
Yes. Choose self-hosting or Budibase Cloud to fit your organisation’s data, security, and deployment requirements.
Which finance templates are available?
Start with invoice approvals, purchase orders, or vendor onboarding. Configure your systems, approvers, and rules before using a template in production.