Phil's finance use case

Before Cadynce, he was always frustrated with his job because he couldn’t get the quick responses he needed.

Case Study - Finance

Where is that document I need for the board meeting?

“I’m the finance manager and most of my day is spent sorting through piles of papers that end up on my desk.  Any time there’s a question from one of the other teams, or from a customer I have to go find paper files to get the supporting documentation…


I’m constantly bugging the Accounting department, having to look through dusty storage rooms, and even worse, sometimes they’re at the off-site storage place!


I sometimes have to spend 2 hours tracking down an old invoice or document.  It would be great if I had a way to find those documents digitally!”

Organize Documents
Scattered papers and documents
Organize Documents
Lost and missing documentation
Speedy Results
Instant access to the document you need​
Save Time
Eliminates tracking down old documents​

Who needs to approve this invoice before I pay it?

“Our company doesn’t have a controlled process for approving non-material purchases.  Our AP person often gets an invoice from a supplier and has no idea what it’s for so he has to track down the person that ordered it and validate that it’s accurate…


Our approval process is a little more than a signature on a piece of paper that gets lost half of the time or an email chain that I don’t have visibility into.  I sure wish there was a way we could manage this approval process!”

Free For All
No controlled process for invoice approvals of purchases
Lack of Sign Offs
AP has to constantly track down the purchaser to validate invoices
Email Chaos
Having to sort through endless email chains and conversations with the team

How Cadynce Solves The Problem

Cadynce is an essential tool that improves collaboration, business processes, and document management all in one program. Here’s how it solves Phil’s document storage & invoice approval problems…


Have all your company’s documents at your fingertips. You can even set security levels, team documents, and other essential groups relevant to each employee and staff member.

Find your Cadynce!

Supercharge your business with powerful workflows.

Do it all through a simple, intelligent, no-code platform. Make your company data work for you with Cadynce today.