Enhancing Finance and Accounting Operations
Change the way you control and power your vital financial and accounting processes. Don't just crunch numbers — get a powerful, all-in-one platform for all of your financial process .
Common Use Cases
Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.
Centralize The Management
Of Your Finances
Consolidate the information and workflows needed to manage your core financial processes in a single system. Authorize capital investments, track debts and repayment schedules, and record who approved each request. Build budgets and monitor financial performance with dashboards and reports that make performance indicators available at a glance. Navigate financial audits easily with organized, accurate data available on demand.
How SmartSuite Works For Your Teams
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Dashboards
Craft financial process reports and dashboards to track workflows and analyze key financial metrics.
Solution Tab Link TextDashboards
Craft financial process reports and dashboards to track workflows and analyze key financial metrics.
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Collaboration
Create a service-first mindset in supporting company wide programs and cross-functional teams.
Solution Tab Link TextCollaboration
Create a service-first mindset in supporting company wide programs and cross-functional teams.
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Roles & Permissions
Manage sensitive processes. Define roles and lockdown access to delicate financial information without compromising your workflow.
Solution Tab Link TextRoles & Permissions
Manage sensitive processes. Define roles and lockdown access to delicate financial information without compromising your workflow.
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Task Management
Keep your finger on the pulse and ensure teams understand the most important items to tackle. Assign financial tasks across the organization to make it easy to complete key work.
Solution Tab Link TextTask Management
Keep your finger on the pulse and ensure teams understand the most important items to tackle. Assign financial tasks across the organization to make it easy to complete key work.
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Integrations
Integrate with accounting software or productivity tools to amplify your results while centralizing your processes.
Solution Tab Link TextIntegrations
Integrate with accounting software or productivity tools to amplify your results while centralizing your processes.
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Real-Time Notifications
Track key financial controls and never miss a deadline with automated notifications.
Solution Tab Link TextReal-Time Notifications
Track key financial controls and never miss a deadline with automated notifications.
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Automations
Push-and-pull process action items by triggering automated workflow, whether its for periodic financial processes or daily accounting needs.
Solution Tab Link TextAutomations
Push-and-pull process action items by triggering automated workflow, whether its for periodic financial processes or daily accounting needs.
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Security & Privacy
Keep your mission-critical finance and accounting processes safe, secure and private on top of industry-leading technology protocols.
Solution Tab Link TextSecurity & Privacy
Keep your mission-critical finance and accounting processes safe, secure and private on top of industry-leading technology protocols.
Solution Tab Link TextFinance & Accounting
Purchase Request
Centralize OPEX purchase requests or leverage workflow approval for the right leadership visibility. Track by department or category for budget vs. expense tracking.
Travel Requests
Team members can submit travel request and submit reimbursement requests in this solution. Easily implement company policies on travel authorization, expense receipts, per diems, etc.
CAPEX Request
Designed for capital-intensive companies, this solution empowers teammates to request capital expenditures. Map spend back to budgets by linking to our Small Business Budget solution.
Business Card Request
This simple solution stores a library of business card design options and allows teammates to quickly request their preferences for quick approval and fulfillment.
Small Business Budget
Track business expenses and goods sold on a monthly basis on SmartSuite or use the platform in conjunction with Quickbooks, Xero, Freshbooks and more.
Vendor Management
From simple vendor information management to more complex vendor relationships, this solution provides a foundational capability that can quickly adapt to your needs.
Investment & Debt Tracker
Keep your investment transaction documents organized, track a history of transactions and debt obligations. Ideal for startups fundraising through equity investment or debt. Note: Not a Cap Table management tool.
Fundraising CRM
Get relief with an easier way to raise capital and manage your investment pipeline. Startup founders on the venture-backed path can close more conveniently than ever.
Tax Preparation
Make your periodic tax prep cycle a little easier with this simple solution. Attach key documents, financials, investor information — anything and everything your CPA needs.
Orders & Invoicing
Escape manual order management and invoicing with a uncomplicated system. Log customer orders, manage fulfillment checklists, and create invoices in one spot.
Audit & Assurance
Make audits easier than you ever imagined with this audit-planning solution that organizes, categorizes and streamlines inputs.
Venture Deals & CRM
Track prospective deals, company profiles, contacts and lead sources. Assign team members to deals and manage all your transactions in one central space.
Bid Compliance
Ensure that your bids comply with applicable regulations and procedures.
Loan Tracker
Track business loans, bank docs, debt schedules and terms with this simple template.
