Get a jumpstart on automating and optimizing your financial processes with Quick-Start Workflows. These ready-made workflow blueprints help streamline operations, ensure compliance, and reduce manual work for many of the top construction finance use cases—without starting from scratch.
Instead of building workflows from the ground up, you can quickly tailor them to fit your specific business needs, making setup faster and more efficient.
Getting Started with Quick-Start Workflows:
Availability: Starting April 1, 2025, Quick-Start Workflows will automatically appear in your Workflows tool.
Customization: Easily configure and adapt these workflows to align with your unique business processes.
Archiving: For any workflows that aren’t relevant to your operations.
More information on Workflows.
