For finance teams

Approvals. Automated.

Vendor onboarding, ERP access, expense sign-offs, budget requests - Modern routes them through your approval chains, captures audit evidence, and tracks every decision. No email threads. No lost approvals.

Agents for Finance, only limited by your imagination

Vendor onboarding

Expense approvals

Budget requests

Procurement sign-offs

ERP access provisioning

Payment system access

Audit reporting

Compliance attestations

Approval chains

Vendor offboarding

System access revocation

Policy enforcement

And more

Vendor onboarding

New vendor approval is a two-week email chain - compliance check, finance sign-off, system provisioning, payment setup. Modern turns it into a single automated workflow. Compliance check triggers finance approval, which triggers provisioning, which triggers payment setup. Every step logged. Every decision auditable.

Financial system access

Someone needs temporary access to the ERP. A contractor needs two weeks in the payment system. Both need access now, and both need it revoked on schedule - not when someone remembers. Modern provisions based on role, with approval chains and automatic expiry. Full audit trail for every change.

Approval chain automation

Expense approvals, budget requests, procurement sign-offs - routed through the right approvers automatically. $500 expense? Manager approval. $50K vendor contract? Manager + Finance Director + CFO. The rules are yours. Modern enforces them. No chasing people through Slack.

Audit-ready reporting

When the auditor asks, the trail is already there. Every approval, every access change, every workflow execution - logged with full context. Exportable reports for internal audits, external reviews, and regulatory compliance. No reconstructing history from email threads.

Employee finance requests

Expense questions, reimbursement status, policy clarifications - employees ask via Slack or Teams. Common questions resolved automatically. Complex requests routed to the right finance team member with full context.

Built for finance workflows. Powered by the full platform.

Help desk automation

The audit trail finance teams actually need

Every workflow execution, every approval decision, every access change - logged in one place with full context. No reconstructing history from email threads. No manual compliance reporting.

SOC 2 Type 2 logo

SOC 2 Type 2

ISO 27001 logo

ISO 27001

GDPR compliant logo

GDPR compliant

Audit logging logo

Audit logging

Advanced permissions logo

Advanced permissions

Custom user roles logo

Custom user roles

Explore security →

Connects to the tools your finance team relies on

ERP, expense, HRIS, collaboration, and identity tools your finance team runs on

See all integrations
SAP logo

SAP

N

NetSuite

Q

QuickBooks

E

Expensify

Brex logo

Brex

Ramp logo

Ramp

Workday logo

Workday

BambooHR logo

BambooHR

Slack logo

Slack

Microsoft Teams logo

Microsoft Teams

Okta logo

Okta

A

Azure AD