Case study
Process Monitor
Internal controls, month-end checklists with approvals and an evidence repository that streamlines audits, in one app.
Sector: Finance operations
The build
What the problem was, and what we did about it.
The problem
Controls, month-end and the evidence live in six mailboxes.
What we built
A Power Platform application for creating, managing and streamlining internal processes: internal-controls compliance, month-end checklists and submissions with approvals, and an evidence repository to streamline audits. Sold under a perpetual licence to the full source code and installed in the client's own Microsoft environment.
The front door
A working screenAn illustration of the system, drawn for this page with demo data. Nothing shown is a client's own.
Built with
- Power Platform
Feature by feature
What it does.
Orchestrated Approvals
Map every decision to the right people with configurable workflows that mirror your real-world roles, delegations, and escalation paths.
Every Action, Accounted For
An immutable audit log captures comments, key dates, file uploads, and important data changes.
Clarity at a Glance
Interactive dashboards turn raw activity into instant insight, allowing you to spot bottlenecks and track KPIs in real time.
Excel-Ready Reports
Generate clean .xlsx files on demand for deep dives, reconciliations, or board packs. Pivot, model, and share the data you already trust - no copy-paste required.
Emails on Autopilot
Trigger instant approvals or scheduled reminders that land directly in users' inboxes.
Start a conversation
Yours would be the next one on this list.
Tell us the problem. We'll tell you whether we're the right people, what it would take, and what it would cost before anybody starts building.