Automations

Workflow automation with financial boundaries.

Automations should save time on routine work while keeping posting, filing, closing, and reversing under human-approved controls.

Triggers

Business events can start workflow actions.

Invoice overdue

Proposal accepted

Payment received

Task due

Import failed

Webhook received

Actions should be useful but bounded.

Draft reminder

Create task

Notify owner

Update stage

Queue export

Request document

Sensitive actions need confirmation or approval.

Approval gate

Audit log

Retry policy

Failure state

Owner override

No auto-posting