Crownstone Capital is planning a platform for enterprise financial workflows. The planned scope connects payment instructions, approval processes, reconciliation and reporting, with an emphasis on how financial work moves between people, controls and enterprise systems.
Back to homeThe intended workflow begins with preparing a payment instruction and identifying the approvals required before it proceeds. The planned scope brings the purpose of an instruction, its supporting information and its approval status into a coordinated review process. Explore planned payment workflows.
Reconciliation is another planned product area. The aim is to support the review of financial records, the identification of differences and the handling of items that require further attention. This scope also considers the operational work surrounding those reviews. Explore financial operations.
Planned control and reporting workflows focus on decisions, exceptions and the information needed for oversight. The intended direction is to help enterprises understand the progress of financial work and the basis for actions taken within their own operating processes. Read our operating principles.
Enterprise system integration forms part of the development scope. Requirements will depend on the systems and processes involved; specific connections and capabilities will be described when confirmed. These product areas describe intended development rather than currently available services. Explore planned integrations.
This supplier-invoice example explains the intended workflow design. It is an illustration of planning questions, not a live transaction or a product demonstration.
An approval, a provider update and a reconciled record describe different events. Bringing them into one workflow starts with agreeing what each event means and who handles the exceptions.
The proposed platform direction considers how that context could remain available as a task passes between operations, finance and enterprise systems.
Explore payment instructionsA supplier invoice enters the review with its reference, business purpose, amount, currency and relevant business entity. Missing fields should be visible before the request moves on.
Record to define: the source document and its reference.
The responsible reviewer checks the request against the business records available to them. An unclear recipient or a repeated invoice needs an identified owner for follow-up.
Record to define: questions raised, owner and next action.
The proposed workflow distinguishes preparation from approval. A change to material information should have a defined route back through review.
Record to define: decision, reviewer and the version reviewed.
An instruction being approved is different from a connected provider reporting that it has been processed. Status definitions and the source of each update need to be agreed.
Record to define: external reference, source and update time.
The finance team compares the available activity record with the original instruction. An unmatched reference, timing difference or missing record stays open for investigation.
Record to define: the difference, explanation and resolution owner.
A reviewed item should be understandable during a later internal review. The original request, decisions and any remaining qualification need to remain connected.
Record to define: closing evidence or the reason the item remains open.