Your finance stack spans systems owned by different teams, from Salesforce and your ERP to billing, procurement, tax, and planning platforms. Getting the full picture often means asking your team to pull exports and assemble spreadsheets. By the time the report reaches leadership, the numbers have moved.
With Tines 3B, you decide what leadership sees, which signals matter, and what happens when something needs attention. You build one live view across your finance systems, shaped around the way your team reports, with alerts going to the people who can act.
How it works
Connect your ERP, CRM, billing, banking, procurement, tax, and FP&A systems using approved access. Refresh data on a schedule or in response to system events, where supported.
Featured build
Cash flow command center with automated runway projection and anomaly detection
This workflow automates daily cash flow oversight for CFOs by aggregating transaction, banking, and AP/AR data, calculating 30/60/90-day runway projections, and flagging financial anomalies such as inflated invoices, duplicates, and large transactions. Flagged items are routed to approvers via Slack or email with full context, and all decisions are logged to an audit trail. The workflow includes a vibrant, executive-facing dashboard that displays real-time cash position, runway charts, flagged risks, and vendor spend in a modern fintech-style interface.
Examples
A gallery of real-world agents, apps, and automations, ready to use. Start from an example or a prompt, and shape it around how your team works.
- Pre-built
Finance & ITInvoice exception and approval command center - Pre-built
Finance & RevOpsARR reconciliation automation for Salesforce and NetSuite - RevOps & FinanceRevenue command center for Salesforce pipeline visibility
- FinanceNetSuite purchase-order dashboard for marketing & finance with inline budget editing
- Finance & ITSoftware spend tracker with renewal alerts
RevOps & FinanceContract renewal early-warning dashboard for B2B SaaS account teams
Related use cases
Accounts receivableInvoices, receipts, and follow-ups, with overdue accounts chased on your terms.
Vendor onboarding and accounts payableVendor setup, process invoices, review exceptions, and prepare payments.
ProcurementPurchase requests, approvals, and purchase orders, with spend checked against budget before anyone commits.
Expense managementReceipts, policy checks, and reimbursements, with exceptions flagged for review.
FP&AForecasts, drivers, and scenarios, with inputs pulled straight from the source.
Finance helpdeskQuestions, requests, and status updates, with common answers handled automatically.