Platforms for automating financial approval workflows and processes.
Financial Workflow Automation
Accounting, bookkeeping, and tax platform built for startups with AI-first workflow automation.
Price position$299+ / month
Starting price: above the category median.Accounting Software
Cloud-based accounting software that connects banks and apps to automate bookkeeping, invoicing, bill pay, payroll, and financial reporting for businesses of all sizes.
Price position$38+ / month
Starting price: below the category median.Workflow Automation
Workflow management for accounting firms with recurring job tracking, deadline management, and team capacity planning.
Price position$36 / user / month
Price position: below the category median.Bookkeeping Practice Software
Global credit decision platform providing contextual credit scores for SMB lenders.
Price position$250+ / month
Starting price: above the category median.SMB CRM
CRM purpose-built for QuickBooks and Xero users with deep two-way accounting sync and customizable workflow automation.
Price position$25+ / user / month
Starting price: below the category median.Accounting Firm Management
UK practice management platform for accountants offering workflow automation and CRM.
Price position$35+ / user / month
Starting price: below the category median.Workflow Orchestration
Operations workflow platform for building approval processes that integrate with existing business systems and APIs.
Price position$24+ / user / month
Starting price: below the category median.Accounting Firm Management
Workflow management for accounting and bookkeeping firms.
Price position$99+ / month
Starting price: above the category median.Laboratory Information Systems
Benchling is a cloud-based R&D platform for life sciences that provides an electronic lab notebook, molecular biology tools, a sample registry, inventory management, and workflow automation....
Price position$1,667+ / month
Price position: above this category's displayed range.Business Process Automation
Business workflow automation platform with pre-built workflow templates for HR, finance, and operations processes.
Price position$9+ / user / month
Price position: below this category's displayed range.Business Process Automation
Appian is a low-code automation platform for business process management that enables organizations to rapidly build enterprise applications, automate workflows, and orchestrate processes.
Price position$75+ / user / month
Starting price: above the category median.Billing & Payments
Automated payment and accounting workflow platform for businesses and accounting firms across North America.
Price position$25 / month
Price position: below the category median.Accounting Firm Management
Practice management for accounting firms with workflow automation, client management, document collection, and team collaboration.
Price position$39 / user / month
Price position: below the category median.Accounts Payable Automation
Document management and AP automation integrated with Microsoft Dynamics and Sage ERP for paperless financial workflows.
Price position$50+ / seat / month
Starting price: above the category median.Loan Origination Systems
Small business lending platform for banks.
Price position$5,000+ / month
Price position: above this category's displayed range.Wealth Management Platforms
Client engagement platform for wealth management on Salesforce.
Price position$80+ / seat / month
Starting price: above the category median.Software
Automation platform that syncs Stripe transactions with QuickBooks and Xero for bookkeepers and SaaS finance teams.
Price position$12 / month
Price position: below the category median.Financial Workflow Automation
Modern accounting software combining bookkeeping automation with smart financial insights for UK-based businesses.
Price position$25 / month
Price position: below the category median.
