Empower Your Finance Department with Smarter Workflows
Automate manual tasks ,streamline approvals, and gain full control over your financial processes — all within the Microsoft 365 environment your team already knows and trusts.
From Manual Tasks to Meaningful Work
Finance teams often end up spending too much time on repetitive, manual tasks: from copy-pasting during year-end processes to chasing approvals and emails. It is hard to maintain an overview, and even harder to make time for strategic work or stakeholder collaboration.
WorkPoint 365 helps finance departments automate recurring tasks, streamline year-end processes, and bring structure to documentation and workflows. Built on Microsoft 365, it frees up time for what really matters: delivering insights and supporting the business in making smarter decisions.
3 key Benefits for Finance Departments
Streamline Financial Approvals
Take control of manual processes with structured, automated workflows for invoices, budgets, and expense approvals. Reduce delays, minimize errors, and free up time for strategic work.
Maintain Full Oversight and Control
Get a clear, real-time view of your financial data and documentation, all stored securely in Microsoft 365. With built-in version control and audit trails, you stay in control and ready for compliance.
Connect People, Processes, and Systems
Bring together your finance team, ERP data, and document processes in one central workspace. With WorkPoint 365 you eliminate silos and support collaboration across departments, without leaving your known Microsoft environment.
Built for CFOs who Think Long-Term
WorkPoint 365 is more than just a workflow tool. It is a platform for driving control, compliance, and strategic alignment across finance operations. For CFOs and finance teams looking to streamline processes, reduce risk, and increase visibility, WorkPoint offers a solution that scales with the organization and integrates seamlessly with your existing Microsoft 365 investments.
Smart Investment: Low Risk, High Return
Because WorkPoint is built directly on Microsoft 365, you get a secure, cloud-native solution without the overhead of heavy implementation or licensing costs. You reduce dependency on manual processes and disconnected tools, all while improving data governance and operational transparency. The result? Faster ROI and better business outcomes with minimal risk.
What you get with WorkPoint 365 - Built to Support Finance Teams
WorkPoint 365 gives finance departments the structure and automation needed to work more efficiently, stay compliant, and collaborate seamlessly across systems. Below are some of the core features designed to support your daily operations:
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Structured client- and case lifecycle with stage-gate controls and automated task assignment.
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Comprehensive document management and email management support.
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Integrated with Microsoft Teams, Outlook, and other applications.
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Complete security model with detailed access control to cases, documents, etc.
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Powerful, configurable search engine.
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Other useful features and options include risk management, powerful search, digital signature, integration to Caseware, document template management, and much more
From the Perspective of our CFO
For me as a CFO, WorkPoint 365 offers the structure and control I need, without slowing down operations. It supports both our compliance requirements and our need for efficiency — all while integrating seamlessly with Microsoft 365.
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