Finance requests and budgets

One front door for finance requests, and budget owners who know where they stand.

Finance receives a constant stream of budget questions, vendor requests, expenses, and approval checks. When those requests arrive through scattered messages, the team spends too much time asking for missing information or repeating answers.

With Tines, finance requests can start in one process and reach the right approver, with the outcome reflected in the financial systems.

How it works

  1. Requests come in from email, Slack or the form.

Step 1 of 5
CoinbaseDatabricksRedditSnowflakeDropboxPinterestMongoDBSophosCanvaMcKesson

Featured build

Invoice and PO lookup for accounts payable self-service

An accounts payable self-service lookup tool that lets team members search NetSuite by invoice or purchase order number to instantly see receipt status, payment dates, PO balances, and holds without needing AP support or system logins. It computes expected payment dates from the company's fortnightly payment schedule and flags overbilling. Read-only and restricted to authenticated tenant members.

Examples

We’ve assembled a gallery of real-world, ready-to-use apps, agents, and automation templates. Start from a template or from a prompt, using natural language and your own expertise.

Explore the gallery
  1. Finance requests dashboard

    Every request from email and tools, with type, owner and status.

  2. Finance front door

    One intake for vendor setups, budget checks, reimbursements and report requests.

  3. FinanceNetSuite purchase-order dashboard for marketing & finance with inline budget editing
  4. Approval routing

    Requests routed by amount, department and policy, with reminders.

  5. Finance & ITExpense approval automation with Navan and AI triage
  6. Finance help agent

    Answers policy and process questions in Slack from your finance handbook.

  7. Finance & ITVendor onboarding workflow with email allowlist and NetSuite integration

Related use cases

Sign up today to get started or schedule time with our team to learn more.