Canonical: https://foresighterp.com/features/finance-workflows/ 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. [Book a demo](https://foresighterp.com/book-a-demo/) ![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](https://cdn.foresighterp.com/features/finance-workflows/finance-workflows-progressive-order.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-workflows-documents.png) ### 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](https://cdn.foresighterp.com/features/finance-workflows/finance-workflows-spreadsheets.png) ### 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](https://cdn.foresighterp.com/features/finance-workflows/finance-workflows-events.png) ### 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-document-record.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-spreadsheet-erp.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-bank-reconciliation.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-order-invoice.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-master-data.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-usecase-reporting-export.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-control-governance.png) 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](https://cdn.foresighterp.com/features/finance-workflows/finance-workflow-building-blocks.png) 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](https://cdn.foresighterp.com/features/finance-workflows/bottleneck-manual-handoffs.png) 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. [Book a demo](https://foresighterp.com/book-a-demo/)