Work Management, and Automations That Draft the Next Move
Tasks, a personal My Work view, a shared calendar, and Kanban boards - the workspace a team actually runs on - sit right next to the money and the people. Then automation rules turn a signal, like a changed bank detail, an overdue invoice, or a failing control, into a drafted, governed action that lands in someone’s approval queue. Easy to build, and always human-approved before anything happens.
Illustrative product view
Tasks, My Work, calendar, and boards
The everyday workspace lives where the work’s subject matter already is. A close task, an onboarding checklist, a collections follow-up - none of it is stranded in a separate project tool that knows nothing about the invoice or the employee it’s about.
- My Work - one list of what’s due and what’s waiting on you, across every domain
- Boards - Kanban for month-end close, onboarding, collections, or a project
- Calendar - deadlines, deposit dates, and review cycles in one view
- Every item links back to the record it’s about - the invoice, the employee, the control
Automations that draft, then wait for a human
An automation rule turns a signal into a drafted action. A vendor’s bank details change, an invoice crosses 30 days overdue, a control starts failing - each can trigger a governed, pre-drafted action that lands in the right person’s approval queue, already written, with the context attached.
| When this happens | Fintra drafts | Who approves |
|---|---|---|
| Vendor bank detail changes | A verify-and-hold on the next payment | AP approver |
| Invoice hits 30 days overdue | A dunning email, ready to send | AR owner |
| A control starts failing | A task to the control owner, with a note | Compliance owner |
Frequently asked questions
What can an automation rule do?
It turns a signal - a changed vendor bank detail, an invoice 30 days overdue, a failing control - into a pre-drafted, governed action routed to the right approver’s queue, with the context already attached.
Do automations act on their own?
No. Every rule drafts and routes; a human approves before anything sends, pays, or changes. It’s human-in-the-loop by design, so the automation removes the drafting busywork, not the accountability.
Do I need to write code to build a rule?
No scripting. Rules are built in plain “when this happens, draft that, route to them” terms, so an ops or finance owner can create one without engineering.
How is this different from a standalone task app?
Tasks, My Work, calendar, and boards live on the same platform as the money and the people, and every item links back to the record it’s about. A standalone PM tool knows nothing about the invoice, employee, or control behind the task.
Can I test a rule before turning it on?
Yes - a rule can show what it would have done on recent history before you switch it live, so you turn it on with your eyes open rather than hoping it behaves.
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