FinanceOS · Workspace
Run finance like an operating function.
Bring recurring work, projects, approvals, notes, documents, and institutional knowledge into one shared workspace for your team, advisors, and leadership.
September close
82%
23 of 28 tasks
Recurring tasks
14
Due this week
Open approvals
3
2 require CFO
| Task | Project | Owner | Deadline | Status |
|---|---|---|---|---|
| Bank reconciliations | Monthly close | Owen Reed | Sep 10 | Approved |
| Revenue recognition | Monthly close | Maya Chen | Sep 12 | Complete |
| Accrual review | Monthly close | Priya Shah | Sep 14 | In review |
| Board reporting | Reporting | Alex Morgan | Sep 17 | In progress |
Documents
48 files
3 added this week
Approvals
2 waiting
Accruals and reporting
Permanent binder
Current
Policies, contracts, memos
Latest note
Revenue recognition memo updated for the Meridian expansion. Supporting agreement linked and routed to Maya for approval.
The problem
Finance work is scattered across inboxes and drives.
- Approvals buried in email threads
- Process knowledge leaves when people do
- No visibility into who owns what
- Documents spread across shared drives
Capabilities
What Workspace in FinanceOS does.
Recurring workflows
Templates for close, payroll, AP runs, and reporting cycles.
Approvals
Structured approvals with clear owners and history.
Shared with advisors
Internal team, VeytIQ, auditors, and leadership in one place.
Contextual discussion
Comments attached to the task, account, or document they relate to.
Document hub
Contracts, statements, and support organized and searchable.
Institutional knowledge
Documented processes and policies that survive team changes.
How it works
01
Organize
Set up workflows, owners, and folders.
02
Assign
Route work and approvals to the right people.
03
Collaborate
Discuss in context, attach evidence.
04
Retain
Capture knowledge as work happens.
Outcomes
- Clear ownership of every task
- Faster approvals
- Less reliance on email
- Smoother onboarding
- Lower key-person risk
- Visibility for leadership