Finance
Streamline financial operations with workflow automation
Ensure efficiency, accuracy, and compliance with powerful tools designed to streamline and automate financial processes.



How we help
Finance departments

Purchase requests
Automate the submission, approval, and tracking of purchase requests to ensure timely procurement and budget adherence.

Budget approvals
Optimize the approval process to ensure timely and accurate budget approvals, reducing delays and enhancing financial planning.

Expense management
Streamline the submission and approval of expense reports, reducing manual effort and improving tracking accuracy.

Regulatory compliance
Implement automated checks for adherence to financial regulations and internal policies, minimizing compliance risks.
Accounting teams

Invoice management
Digitize the entire invoice lifecycle — from submission, to approval and payment — reducing errors and speeding up processing.

Accounts payable automation
Streamline accounts payable processes for efficient invoice and payment management, improving cash flow.

Reconciliation
Simplify data entry and validation for accurate account reconciliation, with detailed reporting to track discrepancies.
Financial operations

Capital expenditure management
Automate CaPex request approvals and tracking, ensuring timely, accurate decisions for capital investments.

Vendor and contract approvals
Accelerate the approval process for vendor contracts, ensuring compliance and effective vendor management.

Treasury and ACH requests
Manage treasury operations and ACH requests with automated workflows for secure, optimized cash management.

Travel expense automation
Simplify travel expense submissions, approvals, and reimbursements, automatically enforcing travel policies.

Paul Proano
CFO Latin America
“Thanks to Nutrient, we were able to eliminate our old paper-based sign-off system for CaPex. Our review and approval process has been greatly improved, plus, it keeps a record of the activity so we can reduce room for mistakes.”
Red Bull
Benefits

Enhance operational efficiency
Improve efficiency and reduce manual effort by automating financial operations like budget approvals, invoice processing, and financial reporting.

Ensure compliance and audit readiness
Maintain adherence to regulatory standards and internal policies with automated compliance checks and audit trails.

Boost collaboration and data accuracy
Improve collaboration among finance teams with integrated workflow tools that automate data entry, processing, and approval tasks.
Used by leading organizations
About our solutions
Process Builder
Design and automate workflows with an intuitive visual builder. Integrate seamlessly with various systems to handle complex approval processes and automate key financial operations.
Design and automate workflows with an intuitive visual builder. Integrate seamlessly with various systems to handle complex approval processes and automate key financial operations.
Form Designer
Create responsive, user-friendly forms with complex layouts, fields, lookups, grids, and multimedia content. Tailor forms to specific needs, ensuring data is captured efficiently and accurately.
Create responsive, user-friendly forms with complex layouts, fields, lookups, grids, and multimedia content. Tailor forms to specific needs, ensuring data is captured efficiently and accurately.
Real-Time Audit Reports
Access detailed, real-time reports on workflow performance, user activities, and process metrics. Ensure compliance, optimize operations, and maintain comprehensive audit trails.
Access detailed, real-time reports on workflow performance, user activities, and process metrics. Ensure compliance, optimize operations, and maintain comprehensive audit trails.
Office Templating
Generate tailored DOCX and PDF documents using Office templates. Streamline the creation of financial reports, purchase orders, and other essential documents.
Generate tailored DOCX and PDF documents using Office templates. Streamline the creation of financial reports, purchase orders, and other essential documents.

Frequently asked questions
How does Nutrient help automate financial workflows?
Nutrient gives you a drag-and-drop platform to build finance workflows without writing code. Whether it’s expense reimbursements, vendor onboarding, or recurring purchase requests, you can digitize and automate the entire process — approvals, notifications, record-keeping — all in one place.
Which financial processes are best suited for automation?
Any process that’s repetitive, approval-based, or relies on multiple steps across departments. Common use cases include:
- Accounts payable (AP) approvals
- Invoice routing and processing
- Purchase requisitions
- Vendor onboarding and due diligence
- Budget approvals and escalations
- Audit trail documentation
Can this connect to our ERP or accounting system?
Yep. Nutrient plays nicely with the systems you already use — whether that’s SAP, NetSuite, QuickBooks, or a homegrown finance tool. You can pull in data, send updates, and even trigger workflow steps based on financial events or API calls.
Do I need a developer to set this up?
Nope. Finance leaders, operations teams, or even interns can build workflows using our no-code interface. But if your devs do want to get under the hood, there’s full API support for more advanced use cases.
Is this secure enough for sensitive financial data?
Very. Nutrient’s infrastructure is built with enterprise-grade security, encryption, and access controls. You can enforce role-based access, lock down sensitive forms, and even redact data on the fly. Your CFO can sleep easy.
What’s the ROI of automating finance workflows?
Less manual work, fewer delays, and way fewer errors. That translates to faster processing times, better vendor relationships, stronger compliance, and measurable savings. It’s like compound interest — the earlier you start, the bigger the gains.