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FINIX – YOUR CAPITAL EXPENDITURE SOFTWARE

 

"Get started with a powerful and simple process automation tool for your organization, today!"

 

The concept of a company is always changing. To stay in the game, businesses must adapt the way they do things when old processes and technologies become obsolete.

FINIX - Our Easy Automated Workflow Tool

Our customizable CapEx and OpEx approval software that works on an automated workflow to protect investments while using fewer process cycles can make fund management easier. Get your existing procedure automated in a few days or hours with OSS skilled staff, guaranteeing that each request passes through an attentive evaluation process quickly and gaining a competitive edge in your organization.

Streamline CapEx and OpEx Approval Process with FINIX

By using FINIX, you can easily automate your entire CapEx and OpEx approval process and reap immediate benefits. The advantages of using FINIX include,

  • Visual workflow builder to create CapEx or OpEx approval flow
  • Comprehensive toolset for designing intuitive forms with configurable fields
  • Automatic routing to top-level management for approval
  • Automatically notify managers and CFOs to approve on time
  • Improved transparency that simplifies capital expenditure and promotes easy decision making

A workflow automation software like FINIX allows you to keep track of CapEx or OpEx requests while getting rid of annoying email trails, local spreadsheets, and delayed approvals.

Key Features

We provide digital solutions for everything you need to manage your business finances. A system; that takes minimal effort to resolve your in-house fund approval process and queries while providing a highly satisfactory user experience.

Visual Workflow Designer

Visual workflow builder is a web-based interface that facilitates modeling and visualizing workflows for CapEx and OpEx. This can be used by even a non-technical user to drag and drop workflow elements and steps into the right place to incorporate business rules wherever needed to make business decisions.

 

It is a well known fact that humans communicate better visually than with words and with FINIX, we aim to make workflow automation easier than ever, with a visual workflow builder.

 

Drag and drop process stages, create rules automatically and set any process in motion. We strongly believe in the no-code ecosystem where everyone in your organization can create the processes relevant to their use case and the workflow management is not dependent on just the folks at IT.




SLAs and Escalations

SLA (Service Level Agreements) and escalations are deployed in the first place to ensure your employees deliver what is expected of them in a timely manner. Instead of doing them manually, you can set specific SLAs for specific job roles, tasks and assign a timeline using FINIX workflow application. The automated processes makes it simple and delivers the set of instructions to all employees in the same class, encouraging them to deliver their tasks.

 

Create criteria, rules and every process you create will find its place with a person in your team. When they exceed the provided time limit, it's automatically escalated and brought to the manager's notice. The employee receives a notification as well. Managers can choose to assign overdue notifications every day, every week or periodically. The authorized person can choose to notify or assign it to a different employee to make sure the work that's overdue doesn't affect the overall business process.




Vacations & Delegation Process

With an easy to use vacations and delegation system, FINIX simplifies the process keeping people notified of your vacations and to ensure the work is being carried out. The authorized person can choose to assign the work to a different person if the assigned employee is on vacation for a longer period of time. On the same lines, any team member can choose to delegate to a fellow teammate in their absence.

The FINIX vacations and delegation system is transparent keeping everyone involved in the task informed of the activities of others. It creates a wholesome work atmosphere allowing your employees to go on vacation when required but without compromising on their deliverance. The top-level authorities get the advantage of being notified of absent employees and delegate the task to the next person ensuring smooth workflow throughout the year.




Business Rules Engine

FINIX is a customizable platform and when we say "customization" we really mean it! The workflow automation program is powered by a simplified and intuitive user interface. Designed for everyone in the organization, it features simple one-click setups to create a CapEx or OpEx workflow, forward it to another person or approve pending requests.

However, for the nerd in you it is filled to the brim with in-depth customization features and sophisticated rules engine that you can make use of. Understand more about different rules and conditions you can tweak with to meet business specific requirements.




Encryption & Security

FINIX offers best-in-class security that offers the highest level of reliability and protection for your data. The organizational data is secured at multilevels, when static, during transfer and when in use by employees. We provide SSL encryption to safeguard data when it's being transferred over the web. On the customer end, it's secured with multi-factor authentication, password expiry timelines and non-repeatable passwords.

Besides providing the best security, FINIX is reliable with frequent data backups and multiple storage solutions. Your data is safe and secure with us. In case of a disaster, we work to bring it back up online or simply redirect to you one of your alternative servers to keep working without any delay.




Integrations

Designed to be a versatile program from the ground up, FINIX is an user friendly application made with your comfort in mind. It seamlessly integrates with some of the most popular and essential third party applications like tableau, Power BI, Qlik among many others and with API's as well. When you require more features or external support besides the feature-rich FINIX we offer, you can always choose to integrate other applications and we help you do it with simple steps.

The third-party applications supported by FINIX can be integrated into reports and dashboards without leaving the intuitive user interface we have created. It ensures your reports and dashboards continues to run without any hiccups with the ability to import much-required data from other platforms/programs.




BPM Reports & Analytics

The Business Activity Monitor (BAM) provides deep insights on process cycle times, bottlenecks and efficiencies. All information needed for you to stay in touch with your organization's processes at every point.

Can dashboards and reports be interesting? Yes, it can be with FINIX! Our dashboard reports are colorful, easy to use, and rich in customizability, with a report builder that lets you visualize data in minutes. All provided to you in a refreshingly clear interface, just right for the business user.

Powerful Reporting Tool

 

FINIX Elevates Your Reporting with Powerful Features

 

FINIX allows you to automate what needs to be done quickly and efficiently, and yet still give you all the customization power you want. With FINIX you can easily add all the data you want. No need to repeat the process every month either, just like your other built-in integrations, once FINIX integrated with your data source, it'll update itself automatically.

Integration with 3rd party reporting tools

 

FINIX comes with pre-built integrators and database connectors that allow you to aggregate data from other sources – including on-premise applications, cloud applications, data warehouses, and stand-alone databases. Once integrated, you can view data from multiple sources in just a few clicks. This gives you a full view of the organization and helps you make more informed business decisions.

FINIX saves time with readymade templates & cloning options

 

You'll never have to create your reports from scratch ever again. Choose from our wide selection of CapEx & OpEx preset report templates, custom templates, preset widgets, cloning options, and way more.

 

Use preset report templates

 

You need a report already filled with some KPIs to start? Use FINIX's preset report templates, they already include all the most commonly used KPIs for CapEx & OpEx.

Clone reports

 

Once you've created the desired dashboard, and you would like to replicate it for another situation? Just clone it. You can clone any reports, any number of times you'd like.

Create your own report template

 

Save your good-looking, complete report as a template, and use it for all your new clients. The best part? You can save as many as you'd like.

FINIX supports integrations with many 3rd party reporting tools, as well as your organization's proprietary software. Some of them are listed below:

Tableau, Power BI, Qlik, Google Data Studio, Zoho Analytics

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