Finance workflow automation by Moontrize Digital
Approvals, reconciliations, monthly close and reporting — automated end-to-end. Moontrize Digital turns finance from a sequence of tickets into a connected workflow.
Stop running finance like a help desk.
Most finance pain is not analytical — it is operational. Approvals waiting on Slack, reconciliations stuck in someone’s inbox, reports rebuilt every month from scratch.
Moontrize Digital turns each of those into an automated workflow with explicit owners, deadlines and AI assistance baked in.
Approval flows
Visual approval chains for budgets, payments and reporting handoffs.
Auto-reconciliation
AI matches transactions, escalates exceptions and learns from corrections.
Monthly close orchestration
Every step of close tracked, owned and timestamped.
Continuous reporting
Reports rebuild themselves the moment the data lands.
Every step of the finance cycle, connected.
Moontrize Digital maps your existing finance processes into auditable, AI-assisted workflows — without replacing the tools your team already uses.
Invoice matching
Three-way match between PO, receipt and invoice executed automatically.
Variance routing
Budget vs actual variances assigned to the right owner the moment they appear.
Close checklist
A tracked, timestamped close checklist with automated prerequisite gates.
Report scheduling
Board packs, management accounts and investor updates sent on time, every time.
Accruals & journals
AI-suggested accruals reviewed and approved inside one governed workspace.
Escalation logic
Unresponsive approvals escalated by role and deadline, automatically.
Policy enforcement
Spend-authority and segregation-of-duties rules applied at every step.
Full audit trail
Immutable log of every action and AI suggestion — ready for SOC 2 or ISO audit.
Ofte stillede spørgsmål
How configurable are workflows?
Highly. Every workflow inside Moontrize Digital is visual, version-controlled and editable without code.
Do workflows integrate with Slack?
Yes. Approvals, alerts and digests can be delivered and actioned directly inside Slack.
Can we audit every workflow run?
Every workflow run is captured in an immutable audit log — perfect for SOC 2 evidence.
Trade your help-desk backlog for clean workflows.
See finance workflow automation by Moontrize Digital on a real process from your team.