Finance

Give your finance team instant access to approved templates, financial reports, invoices, and compliance documents—ensuring consistency, accuracy, and security.

Struggling to Maintain Accuracy, Compliance, and Security in Financial Documents?

Finance teams handle sensitive and mission-critical documents—from financial reports and budgets to invoices and compliance records. When templates are outdated, hard to find, or used inconsistently, it leads to errors, inefficiencies, and compliance risks.

Inconsistent Financial Reports

Teams use outdated spreadsheets or financial templates, leading to inconsistencies and errors in reporting.

Data Entry Errors and Manual Workflows

Manual document creation increases the risk of incorrect data, duplications, and inefficiencies.

Compliance and Security Risks

Using non-approved financial templates can lead to compliance violations and data breaches.

With our solution Finance teams, you can eliminate outdated and error-prone financial documents—ensuring your team always has quick, secure access to the latest, approved budgets, reports, and compliance documents across Microsoft 365 applications.

Empower Finance Teams to Work Efficiently and Accurately.

Ensure your finance team has instant access to the latest, approved templates and documents—reducing manual errors and improving compliance.

Template Chooser

Ensure Finance Teams Use the Right Documents.

Provide instant access to approved templates for invoices, financial reports, and budgeting documents.

Content Chooser

Give Finance Teams Pre-Approved Financial Messaging.

Ensure accuracy in financial statements, compliance reports, and executive summaries.

Wizard

Guide Finance Teams Through Report and Budget Creation.

Simplify financial document creation with structured, step-by-step guidance.

Smart Template

Automate Financial Document Personalization.

Create pre-filled financial statements and compliance documents, reducing manual data entry errors.

Verifier

Ensure Financial Reports and Documents Stay Accurate.

Automatically verify and update financial data in reports and invoices, ensuring compliance with the latest standards.

Explore our Finance department specific apps in action through our Portal—discover key features, learn how to set them up, use them efficiently, and manage them with ease. Best of all, start a Free Trial for any app today!

Benefits That Empower Finance Teams to Work with Confidence.

Ensure finance teams have instant access to accurate, up-to-date financial documents, reducing errors, saving time, and improving compliance.

Accurate and Compliant Financial Documents

Ensure Every Report Meets Compliance Standards.

Prevent errors and outdated financial data by providing instant access to the latest, approved templates.

Reduce Manual Data Entry and Errors

Generate and Personalize Financial Documents Automatically.

Use pre-filled financial templates to minimize errors and increase efficiency.

Keep Financial Reports Up to Date in Real Time

Ensure Budgets and Statements Always Reflect the Latest Data.

Verify and update financial documents automatically, ensuring compliance with the latest company policies.

Solutions in Action

Discover How Organizations Succeed with Our Solutions.

Discover how organizations streamline workflows, maintain brand consistency, and enhance productivity—leveraging our solutions within Microsoft 365.

Eiffage

Learn How Eiffage's Strategic Use of Our Cloud Solutions Paved the Way for Efficient Template and Email Signature Management.

Pilatus Aircraft Ltd

Discover How Pilatus Simplified Template Creation, Content Management and Improved Brand Consistency Using Our Innovative Solutions.

UGZ

The Environmental and Health Protection Zurich (UGZ) Migrated to officeatwork Apps for Simpler, More Cost-Effective and More Secure Document Management.

Explore all our customer success stories today!

Empower Your Branded Communication with

Apps That Enable Finance Teams Ensure Accuracy & Compliance.

Get started today with our all-inclusive officeatwork 365 Plan—unlock access to all officeatwork apps and only pay for what you use!