Controls, audit trails, and automation for finance teams
Process invoices, statements, and compliance documents with the approvals and traceability auditors expect.
How it works in finance
Invoices and statements arrive by email or scan
Reviewed and approved, with queries noted
Evidence packaged for audit and reporting
Where FileEazy fits
Common finance document challenges we solve.
Invoice processing
Capture invoices with OCR, record the vendor, amount and PO number as fields, and route them for approval.
Statements & reports
Archive statements and reconciliations with instant retrieval at audit time.
KYC & onboarding
Collect client documents through forms and route them for review and approval.
What you get
Segregation of duties
Route documents by amount or type to multi-level approvers, so no one approves their own spending.
Audit-ready
Every view, edit and approval is logged with the user and time, ready to show auditors.
Retention periods
Record each document's retention period; saved searches and scheduled reminders show what is due for review.
Bring Finance onto FileEazy
See how teams like yours digitize documents and automate approvals.