From multi-level approvals to bespoke export workflows, build your unique expense policy directly into Weel
With multi-level approval workflows, you can set the rules to ensure all company spending has the right sign-off. With less time spent in the weeds on every transaction, finance teams can spend more on strategic finance.
Every business is different, which is why we’ve built our Custom Workflow tool to be able to reflect your expense policy, whatever that looks like. When any type of payment enters Weel, you can set up workflows to trigger based on budget, team member, spend amount or a combination of the above.
Better cash flow, better vendor relationships
Create bespoke approval flows to keep bills moving, the instant it’s been coded. Once all nominated team members sign off, the finance team can schedule when the bill should be automatically paid. No more email bottle-necks, and vendors get paid on time. Excellent.How it works
Spend less time reconciling expenses
Use our Custom Workflows tools to determine when an expense should be imported into your accounting software. If there is missing or incorrect information, this will be flagged before it can be exported.How it worksIssue virtual cards in minutes. No paperwork. Cancel any time.
Kaia Kaldoja, Head of Bookkeeping, BlueRock
Who is allowed to approve transactions through Custom Workflows?
With custom workflows, finance managers can set the approval workflow that works for their business. Anyone who is nominated as part of the approval workflows will be allowed to approve transactions.
How does Workflows assist with bookkeeping, reconciling and reporting?
With custom workflows, you can choose the expense export fields that must be completed for an expense to be created in your accounting system (ASP). With all the information you need being carried over to your ASP, you can spend less time reconciling expenses, and more time finding other finance efficiencies.
How can I set up my own finance processes through Workflows?
Workflows is designed to fit with your company’s existing expense policy. Whether you need to manage spend approvals by budget, by employee or by amount, Weel has got you covered.
Does Custom Workflows export into accounting systems (ASPs)?
Yes. With custom workflows set up, you can set which data you want to flow into your existing ASP and when. You can find more information on the accounting software we work with here.
How does Workflows help reduce financial risk in expense management?
Custom workflows allows finance managers to put all the checks and balances in place to ensure that the company expense policy is being followed. Through automating adherence to the expense policy, financial risk is greatly reduced.
How do reimbursements integrate with Workflows?
When an employee submits a reimbursement, finance managers can allocate who needs to be involved in the sign off process. This provides the extra backstop that any reimbursements expenses are within the expense policy.
Everybody Wins
Everybody Wins
