Finance Automation with Power Automate

Finance Automation with Power Automate

Finance teams are under pressure to do more with less--fewer people, fewer hours, fewer resources. Fortunately, there are tools that help finance teams reclaim hours without compromising control.

Read on and learn about automation--your workforce solution.

Where to Start with Automation

Some of the first places that finance teams save time with automations include:

• Invoice and expense approvals

• Budget variance notifications

• Recurring journal entries

• Credit card reconciliation

How It Works

Power Automate connects Excel, Dynamics 365, and SharePoint to trigger flows based on data changes. For example, when a new invoice enters SharePoint, the system validates fields and alerts Finance if something looks off.

Governance and Control

With the Microsoft suite, you maintain permission levels, governance and control, no problem.

Use Microsoft Entra ID permissions to enforce roles and prevent unauthorized edits.

Results that Matter

Reduced closing cycles, fewer errors, and a happier audit team. The real ROI is the confidence to scale without the burnout of your people.

Ready to automate core finance operations? OptimAIz helps CFOs integrate secure, compliant workflows that save hundreds of hours each year.