Budget planning and approval involves collecting forecasts from multiple departments, consolidating data, applying adjustments, and routing for sign-off. Manual coordination across email, spreadsheets, and chat creates delays, version control chaos, and approval bottlenecks.
Automation collects department submissions automatically, consolidates data with built-in validation, applies corporate adjustments, and routes approvals with real-time tracking. Stakeholders see status instantly and approvals complete in days instead of weeks.
The full workflow, from trigger to completion.
Finance team triggers the budget cycle in the automation platform, specifying cycle name, deadline, and departments involved.
Automated workflow sends budget request forms to all department heads via email with embedded submission links and deadline reminders.
Department forecasts are submitted via a web form and automatically logged into a centralised Google Sheet. Submissions are timestamped and tracked.
Automation pulls all submissions from the form responses and consolidates them into a master budget sheet, applying formulas and calculating totals automatically.
Automation applies pre-configured corporate adjustments such as inflation factors and headcount changes, then calculates variance reports.
Consolidated budget is automatically sent to CFO and CEO via email with a link to a read-only approval dashboard. Approval requests are logged.
Automation monitors approval responses and sends reminder notifications to stakeholders who have not yet approved. Approval status is updated in real time.
Once all approvals are collected, automation sends a final confirmation to all stakeholders and archives the approved budget.
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