Fintra Feature
Automations that turn a signal into a governed action
Automations
Example figures- RULES
- 24 live
- signal, then action
- DRAFTED
- 11 today
- awaiting approval
- PATTERN
- when, then then
- human approves
- When supplier bank changes
- then hold payment + verify
- When invoice 30d overdue
- then draft dunning email
- When control fails
- then open remediation task
- When close blocker clears
- then advance the close
- Every action
- drafted, not auto-sent
- Every action
- sealed to the ledger
A when-then rule that ends in a human approval
A dashboard shows you a signal and leaves the next move to you. An automation closes the loop: it watches for a condition across finance, HR, and security, and when it fires, it drafts the specific action that should follow and routes it for approval. The important word is drafted. The automation does the assembling, the writing, and the routing; a person still says yes before anything consequential leaves the building.
How a rule runs
1 · Watch
The rule listens for a condition, an overdue invoice, a bank-detail change, a failing control, a cleared close blocker, across the shared data model.
2 · Draft
When it fires, it drafts the matching action: a hold, an email, a task, a next close step, with the context attached.
3 · Route
The drafted action lands in an approvals inbox, in front of the right owner, with the reason it was raised.
4 · Seal
The approval or rejection is sealed to the ledger, so the automation and the human decision are both on the record.
The spine under lead-to-cash, procure-to-pay, and the close
| Flow | Signal | Drafted action |
|---|---|---|
| Procure to pay | Supplier bank account changed | Hold the payment, request out-of-band verification |
| Lead to cash | Invoice 30 days overdue | Draft a dunning email for the AR owner to send |
| Record to report | Close blocker cleared | Advance the close to the next step |
| Incident to evidence | Control started failing | Open a remediation task, mapped to the control |
Draft-first by design
- The rule engine, the approvals inbox, and the sealing of each decision are real.
- Every consequential action is drafted and human-approved, never auto-executed silently.
- Actions that move money follow the same sandbox-by-default rail as the rest of the platform.
Questions people ask
What is a Fintra automation?
A when-then rule that watches for a condition across finance, HR, and security, such as an overdue invoice, a supplier bank change, or a failing control, and drafts the matching action (a hold, an email, a task) for a human to approve. It is the work-management spine under every flow.
Do automations act on their own?
No. They are draft-first: the automation assembles and routes the action, but a person approves anything consequential before it takes effect. Money movement is sandbox-by-default, and the enforcement that can hard-gate an action is staged rather than always-on.
What can a rule react to?
Signals across the shared data model, for example an invoice going 30 days overdue, a payee bank account changing before a payment, a control starting to fail, or a close blocker clearing. Because the domains share a data model, a rule can react in one domain and draft an action in another.
How is this different from a per-app automation tool?
A single-app tool automates inside one product. Because Fintra shares one data model across finance, HR, and security, one rule can turn a signal in one domain into a governed, approved action in another, and seal both the trigger and the human decision to the same ledger.
Where do the drafted actions go?
Into an approvals inbox in front of the right owner, with the reason the action was raised attached. The approval or rejection is then sealed to the ledger, so the automation and the human decision are both on the record.
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