Use cases

01

FINANCE AND ACCOUNTING

  • Vendor onboarding and maintenance

  • Vendor portal queries

  • Funds transfer(sweep)

  • Customer on-boarding and maintenance

  • Incentive claims

  • Pricing comps

  • Sales and purchase order processing

  • Collections

  • Report aggregation

  • Journal posting

02

HUMAN RESOURCES

  • Employment history verification

  • Employee onboarding and offboarding

  • Payroll

  • Time and attendance management

  • Training and education

  • Compliance reporting

  • Employee data management

  • Tax management

  • Benefits and stock administration

03

Operations/Compliance/Legal

  • Screening and risk management

  • IP and fraud detection

  • Compliance reporting

  • Policy administration and servicing

  • Credential verifications

  • Licensing and registrations

  • Customer due diligence

  • Outside affiliations review

  • Gifts and entertainment reconciliation

  • Periodic disclosures