Workflow automation across finance, risk and compliance
Design multi-step AI workflows that mirror how your teams review information today, while reducing manual effort and improving consistency.
Co-ordinating multiple assistants
The workflow engine lets you chain multiple assistants so the output of one becomes the context for the next. This mirrors how a real team would collaborate across finance, risk and compliance, but with AI doing the heavy lifting.
- Define a sequence of steps, each using a different assistant.
- Pass key outputs forward as structured context.
- Capture the full trail for auditability and review.
- Standardise recurring reviews as reusable workflows.
Example workflow
- FinRes reviews a quarterly P&L and cashflow.
- QCRisk identifies operational and control risks.
- RegWatch highlights regulatory exposure and board-level issues.
Available on: Standard plan and above.
Workflow demo: board pack preparation
A typical workflow demo for a board or risk committee pack might look like this:
- Upload the latest management accounts and KPI pack.
- Run a “Board pack review” workflow preconfigured in the client area.
- Review the consolidated summary, risk commentary and regulatory points.
- Export the narrative into your board paper template.
This gives a consistent, repeatable review process for each reporting cycle.