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[ Case Study — Finance ]

Workflow Automation Suite

Automation of approval workflows and document generation.

−70 %

manual approval steps

Industry
Finance
Services
Automation
Stack
Next.js, BullMQ, PostgreSQL
Timeline
8 weeks
01

The challenge

Approvals for invoices, contracts and expenses ran over email. Documents were created, renamed and filed by hand. Follow-ups took days; auditability was missing.

02

Our approach

We rebuilt the approval chain as a configurable workflow: multi-stage approvals with deadlines, automated document generation from templates, and an audit log for every action.

03

The outcome

70% of manual approval steps are gone. Documents are generated correctly named at the push of a button, and compliance can trace every decision end-to-end.

[ Delivered ]

Delivered

  • Multi-stage approval workflows
  • Template-based document generation
  • Complete audit log
  • Email & in-app notifications
  • GDPR-compliant data storage in the EU

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