SES Workflow Management
Define your own method for progression from one stage to the next in a workflow - everybody must approve a request, more than half need approve (majority rules), or anybody can approve There are also multiple ways to automate the workflow process in SES’s software. Requests can be automatically assigned based on the request fields selected by your users and staff. Quick Assign Rules will auto-select workflow and choose assignees for routine requests and staff assignments. Automatic email rules let you decide who is notified about an issues and when. Maybe the department head needs to only know when a new issue is open and then at final approval, but the Project Manager needs to be alerted every step of the way. Set up rules such as this with a few clicks of the mouse. Once an email notification is received, based on the recipients permission level, they can access that record right from a link in their email and work on it from there.
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onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
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Lapala
Lapala is a human‑centric, collaborative no‑code platform that transforms complex processes into actionable guided workflows, making recurring tasks easy, fast, and faultless. It ensures the right tasks reach the right person at the right moment without useless clicks, offering total control over task tracking and automating searching, creating, and updating data. With no coding required, it streamlines processes via configurable task assignments, approval flows, conditional logic, a form builder, monitoring dashboards, and automations. Teams can free themselves from repetitive tasks such as purchase approvals, client requests, quality checks, HR onboarding, quotation approvals, and ticketing, while gaining efficiency across sales, logistics, HR, accounting, and supply chain. Seamless integrations with SAP, Microsoft 365, Google Workspace, HubSpot, and more connect existing ERPs and systems.
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Next Matter
Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on.
Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.
Trusted by regulated financial operations teams across Europe and the US
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