Finance workflows

Finance workflows for the work before the ledger is ready.

Turn documents, spreadsheets, ERP events, and finance requests into review-ready records. Define the processing steps, route exceptions, and apply approvals before posting.

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Foresight ERP finance workflow visual showing messy PDF, spreadsheet, bank file, webhook, ERP event, and manual request inputs becoming validated workflow steps and ERP-ready invoice, journal, order, supplier, credit note, and export outputs

From input to action

Start with the way finance work actually arrives.

Foresight workflows can start from files, schedules, webhooks, ERP events, or manual requests, then carry that context through extraction, formatting, routing, and finance record creation.

Foresight ERP document workflow visual showing PDF, image, CSV, and text files moving through OCR into extracted supplier, VAT, GL, and date fields

Documents

Import PDFs, images, spreadsheets, CSVs, and text files with text extraction, OCR fallback, and spreadsheet parsing handled before rekeying starts.

Foresight ERP spreadsheet workflow visual showing XLS and CSV imports mapped into account, amount, date, entity, and tax fields before batching

Spreadsheets

Start workflows from Excel or CSV files with sheet selection, header-row handling, row batching, and field-mapping controls.

Foresight ERP workflow trigger visual showing manual runs, schedules, webhooks, and ERP events converging into a workflow run queue

Events and schedules

Run finance work manually, on a schedule, from an ERP event, or from a webhook sent by another system.

Workflow use cases

One workflow layer for the jobs finance repeats every week.

Foresight ERP document-to-record workflow visual showing PDF and receipt data extracted into AI fields and a draft invoice

PDF -> AI fields -> Draft record

Document-to-record workflows

Extract supplier, tax, account, currency, and line details from documents, then prepare invoices, credit notes, or journals for review.

Foresight ERP spreadsheet-to-ERP workflow visual showing XLS and CSV files mapped into finance fields, batched, and sent to ERP actions

XLS -> Mapper -> ERP actions

Spreadsheet-to-ERP workflows

Import rows, standardise values, split batches, map line items, and create clean ERP outputs from operational spreadsheets.

Foresight ERP banking reconciliation workflow visual showing bank feed transactions matched by rules and exceptions routed to review

Bank feed -> Exceptions -> Follow-up

Banking and reconciliation workflows

Find bank transactions by allocation, reconciliation status, amount, date, currency, or bank account, then route the exceptions.

Foresight ERP order and invoice workflow visual showing purchase and sales orders matched into an invoice and routed for approval

Orders -> Invoices -> Approval-ready

Order and invoice workflows

Search, create, or route sales orders, purchase orders, sales invoices, and purchase invoices using governed finance data.

Foresight ERP master data workflow visual showing a new party request validated into customer and supplier master records

Request -> Validation -> Party record

Master data workflows

Create customers and suppliers as part of a controlled workflow instead of leaving onboarding details in email threads.

Foresight ERP reporting and export workflow visual showing run data and notes analysed into a report, spreadsheet export, and review pack

Run data -> Report -> XLS output

Reporting and export workflows

Analyse workflow data, add run notes, generate output files, and export spreadsheets for review packs or operational handoffs.

Built for finance control

AI can prepare the work. Finance keeps the decision rights.

Workflow automation sits inside the ERP control model: entity access, approval state, posting rights, run history, and reviewable outputs.

Foresight ERP finance control workflow visual showing AI-prepared invoice work passing entity access, review, approval, posting rights, and run history controls

Scope

Access control

Entity scope

Keep every workflow inside the right business context before any action is prepared.

Review

Human decision

Reviewable AI

AI prepares finance records as drafts, with review gates before anything becomes final.

Trace

Audit context

Run evidence

Attach output files, notes, warnings, and citations to the workflow run.

Post

ERP control

Posting guardrails

Carry approvals, draft state, posting rights, and period rules into the ERP record.

Workflow building blocks

Compose finance processes from ERP-aware steps.

Workflows combine triggers, AI agents, finance actions, data tools, logic, and integrations so teams can standardize the path from request to review-ready ERP record.

Foresight ERP workflow building blocks visual showing trigger, AI agent, finance action, data tool, logic, integration, and review-ready ERP record modules

Start

Workflow intake

Start from manual runs, schedules, webhooks, ERP events, spreadsheets, or document imports.

Prepare

AI and workflow logic

Use finance-aware agents, extraction, formatting, batching, conditions, and wait steps to prepare the work.

Act

ERP actions and outputs

Find or create finance records, call connected systems, save state, generate files, and export spreadsheets.

Finance files, invoices, spreadsheets, and email attachments arriving as disconnected work items

Ready for finance review

Standardize how finance work enters, gets reviewed, and becomes ERP action.

Less rekeying before review

Extracted documents, spreadsheet rows, events, and requests can enter the workflow with their source information recorded.

Review gets cleaner

Draft records, exceptions, warnings, and citations are easier for finance teams to triage.

Control stays visible

Approval state, close readiness, posting discipline, and governance remain attached to the work.

Finance workflows

Move faster without letting finance control drift.

Use Foresight ERP to turn recurring finance work into repeatable workflows with AI assistance, ERP-aware actions, and reviewable outputs.

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