Books
You choose what runs. You choose what needs review.
Choose which accounting tasks can run automatically and which need a reviewer. Set permissions and approval steps in Automis Books.
How this workflow helps
Different finance tasks need different levels of control. Set the allowed actions for a workflow and give exceptions a clear review path.
What to review with your team
- Define allowed actions
- Assign reviewers for sensitive work
- Review activity and change permissions when needed
Frequently asked questions
What should we review before getting started?
Different finance tasks need different levels of control. Set the allowed actions for a workflow and give exceptions a clear review path.
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