Less time reconstructing the record
Bring billing information, cost reviews, and disputed items into one shared flow before anyone acts.
Financial Services
Connect invoices, approvals, and customer follow-up, so every financial operation carries the records and decisions behind it.
Connect the work behind the numbers.
Requirements that stay visible
Keep missing evidence, approval conditions, and critical blockers attached to the task. A confident answer does not make an unresolved requirement disappear.
Human judgment in the loop
Route exceptions through human escalation to someone qualified, carrying the context they need and returning their decision to the workflow.
The workflows that
keep your business moving.
Invoice intelligence
Bring invoices into a shared review flow, identify inconsistent charges, and keep original records attached.
Spend visibility
Organize cost information by business unit, service, and owner for a clearer operational view.
Exception management
Assign disputed items and missing evidence to the right person before approval.
Decision support
Turn consolidated data into reviewable recommendations, with assumptions and responsible owners visible.
Praxis, shaped around your finance operation.
Your people, AI agents, and business apps. Working as one, with the requirements, records, and decisions that make the work yours.
One workspace for the whole operation.
Praxis connects your people, AI teammates, and business apps.
Customers and partners join the same work through one portal.
Every request stays connected to the team responsible.
Requirements before permission.
Requirements checking turns the requirements that matter into constraints, scenarios, and evidence. A critical blocker stays a blocker. When the scope or the facts change, the conditions for action need to be checked again.
Start from what already works.
Operational library carries reusable workflows, roles, permissions, integrations, and tests into the next build. Your team adapts that structure to its own operation in the app builder, instead of starting from a blank prompt.
When autonomy stops, the work continues.
Human escalation packages the blocker with its context, routes it to someone qualified, and returns the decision to the workflow. Implementation is shaped around your team, language, working practices, and local market.
Connect finance work from the first request to the final sign-off.
Shape the handoffs between finance, procurement, account owners, and reviewers around the records they share and the decisions each team owns.
Payables teams
Bring supplier questions, supporting documents, and payment approval requests together, with a clear route for discrepancies that need a person to review.
Receivables teams
Keep account history, invoice queries, and agreed follow-ups connected. Give the account owner the context needed to decide the next action.
Procurement teams
Organize purchase requests, supplier information, and renewal decisions around the budget owner and the approval steps your business uses.
Financial control
Bring close checklists, reconciliation notes, and outstanding questions into a shared review, with the supporting records available to the person signing off.
Make financial authority clear at every handoff.
Give each workflow a defined purpose, a clear approval path, and access to the records it needs. Your team sets the conditions for action.
- Work from approved records
- Agree the sources for invoices, contracts, and account information. Keep conflicting or incomplete records visible for review.
- Separate preparation from approval
- Let the workflow assemble the request and supporting information. Keep payment, credit, and budget decisions with the authorized owner.
- Keep the reason with the decision
- Record the discrepancy, the review performed, and the agreed resolution alongside the transaction or request it concerns.
- Recheck changed conditions
- Review affected permissions and checks when a contract, approval limit, or financial system changes, before extending the workflow's scope.
Start with a finance process your team can measure.
We help define the records, responsibilities, and working steps around one finance process, then shape the app and its connections around that scope.
Agree the scope
Choose a recurring request or review. Name the finance owner, the records involved, and the approval that marks the work complete.
Build and check the flow
Review how information enters the workflow and how discrepancies are handled. Check permissions and handoffs with finance and the relevant system owners.
Review before expanding
Assess time spent assembling records, review effort, and corrections. Use that review to decide what to improve and where to extend the workflow.
Fit implementation around your reporting calendar, team responsibilities, and local working practices, with an agreed route for specialist help.
How we work with your team