Finance handoffs

Outcome

Financial work is prepared and routed, while every financial action stays human-approved.

Financial work moves between people and systems, and the handoff is where context is usually lost.

Systems involved

Connect only what this workflow needs:

What starts the workflow

An invoice, budget item or billing event needs to move between people or systems.

What Operator understands

Before preparing anything, Operator establishes:

• what the item is and what it relates to
• which supporting evidence exists
• who has to decide

What Operator prepares

Preparation happens before anything leaves your company. Operator:

• collects the supporting evidence
• routes the item to the right owner
• checks invoice or budget status in connected systems
• prepares the summary needed for a decision

Where approval happens

Which steps stop for a person depends on the approval rules you set. In most workspaces these are the ones worth keeping behind a checkpoint:

• every financial action, without exception
• any change to payment details or amounts

Approvals are configured per action type rather than as one switch. How approvals work

What changes afterwards

• the approved action proceeds and the record of who approved it stays attached

Example flow

A full pass through the workflow, assuming the relevant systems are connected and approval is required for customer-facing steps:

What to review first

Every amount, payment detail and approval record.