Keep finances on
Run and track finances processes
without leaving your inbox.
- Share group emails like billing@ or accounts@
- Organize emails, files and tasks from your finance department
- Centralize and standardize finance workflows
- Collaborate across functional teams
- Automate your workflows with rules
- Report on your team’s activity
Built for finance teams in G Suite.
From invoices to purchasing orders, most finance processes start as emails. So stop switching between Gmail and lots of tools.
No more struggling with email collaboration.
No more cc’ing and bcc’ing emails, generating confusing threads and lack of accountability. Whether your team is managing invoices, purchasing orders, reimbursements requests or payroll, link share inboxes like billing@ to Drag boards for better collaboration and organization.
More than emails: workflows.
No more jumping back and forth between email, spreadsheets and other tools. Have a purchasing order that didn’t start as email? Just add a new enquiry manually. Use flexible building blocks to create and standardize workflows: inboxes, tasks, notes, team assignment, links, files, email templates.
Collaborate across functional teams.
Need information from different teams, like further information on an expense report from the IT team? Or more details on a purchasing order requested by the Marketing team? Share boards or individual cards across different teams in 1 click.