Why Us ?
Features
No Code Application Builder

Build business applications with no coding knowledge

Workflows

Save time & say goodbye to manual, repetitive tasks

Business Process Management 

Standardise & automate your business processes

Automation

Remove repetitive tasks from your team’s to-do list with FinanSys Apps Automation software

Accounting Automation

Automate accounting processes with ease
Middleware and Integration

Centralise data from multiple systems via API

Business Intelligence

Retrieve, visualise, analyse & report on data

Work Operating System

Cloud-based work OS for desktop & mobile 

Document Management

Attach documents to workflows & automate distribution

Excel Add-in

Two-way Excel integration reduces manual data re-keying
Pre-installed Foundation Apps

Full users get access to all current & new applications

Machine Learning

ML services can be easily added to your applications, allowing you to benefit from Artificial Intelligence

Artificial Intelligence

Easily apply AI services to any field in your applications to imitate human behaviour

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Use Cases
Purchasing (P2P) >

Supplier Onboarding

Requisitioning

Purchase Ordering

Purchase Invoice Approval

Goods/Services receipting

Sales (O2C) >

Customer Onboarding

Quotations

Sales Orders

Sales Invoicing

Inventory Management

Know Your Customer

Financial Accounting >

Exchange Rates Automation

Journal Approvals

Intercompany

Document Management

Budgeting

Consolidation

Reporting >

Business Intelligence

Quick Reports

Excel Add-in
Human Resources >

Employee Onboarding

Timesheets

Employee Expenses

Credit Card Expenses

Learning Management System

Compliance >

HMRC Accredited MTD App

SOX Compliance

Internal Audit

External Audit

Reference Data Management

Know Your Customer

Middleware and Integration >

Accounting Automation

Machine Learning

Artificial Intelligence

Optical Character Recognition

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Pricing
Resources

Who trusts us

See who uses FinanSys Apps and why

Customer Stories

Read case studies from our happy customers

Implementation Methodology

Learn about the 3 different ways you can implement FinanSys Apps

Support

Our helpful Support Team is available to assist you via phone and email.

Partnerships

Want to sell FinanSys Apps? See your options

Careers

Apply to work with us or register you interest

Help Portal

A step-by-step guide to using FinanSys Apps

Free Training

Get empowered to make the most of FinanSys Apps

Who Trusts Us

See some of the companies using FinanSys Apps

Subscribe

Join the FinanSys Apps mailing so you can get more out of your teams, time, and tasks

Blog

Read our latest blogs, news and updates.

Case Studies

Find out how our customers have benefited from FinanSys Apps.

Latest from our Blog!

9 Ways Your Accounting Department Can Utilise Automation

In today’s fast-paced business world, automation is essential for any organisation that wants to stay

Read More »

NetSuite and FinanSys Apps Bundle

When you subscribe to NetSuite through FinanSys, you will also get access to FinanSys Apps

Read More »

Customer onboarding
software

Get New Customers Up
and Running Quickly with
a Seamless Onboarding Process

A well-built customer onboarding software is necessary for a streamlined onboarding process.

In turn, a streamlined onboarding process is essential for reducing customer churn and ensuring a positive customer experience.

FinanSys Apps makes it easy to set up new customers for success with an onboarding process that’s tailored to their specific needs.

With FinanSys Apps customer onboarding process, you can easily create and manage customer profiles, set credit limits for the customer and ensure a due diligence process is followed for each customer.

FinanSys Apps can help you perform  checks and controls before you create the customer to ensure legal compliance.

Once the customer is created, FinanSys Apps can then automatically update your CRM, accounting system and any other systems in your organisation.

With this, FinanSys Apps becomes a central point to manage the customers. The customer’s full data is stored in a secure database, and you can always be sure that the latest information about customers is available to your team in real time.

FinanSys Apps also ensures the completeness of customer information because it lets you have mandatory fields for users who create a new customer.

This eliminates the need to chase down missing customer information and speeds up the onboarding process so you can hit the ground running.

Streamlined onboarding process
Real-time customer data access
Elimination of manual data entry mistakes or delays
Legal compliance checks
Instant updates to CRM, accounting systems and other systems

Other Sales (O2C) Use Cases

If you have a unique requirement or use case that’s not listed on this page, it’s highly likely that it’s creatable or configurable in FinanSys Apps, please speak to our team and we’ll be happy to discuss your options