Risk reduction
Spend less time tracking compliance reports, and protect sensitive data with role-based access.
Finance
Close the books faster.Trace every figure.
Invoices, reconciliations, approvals and audit evidence in one governed place. Give your finance team fewer handoffs and a clear trail behind every number.
Role-based access. A complete audit trail. Your controls, applied.
Built for the people behind the numbersScroll to close the month
01Accounts payable
02Controllers & accounting
03Audit & compliance
04CFO office
FROM INVOICE TO AUDIT FILE
One invoice.
Every control, in order.
Follow a supplier invoice through Constellio: captured, matched, approved and closed into a record your auditors can rely on.
- 01Capture
Turn every invoice into structured data.
Capture paper and emailed invoices. OCR reads the supplier, number, amount and due date, your team validates them, and the document is filed in the right place.
- Paper, PDF and email intake
- Extracted and validated fields
- Consistent classification
- 02Match
Check it against what was ordered and received.
Link the invoice to its purchase order and goods receipt. Automated rules move matching documents forward and flag exceptions to the right person.
- Linked supporting documents
- Rules-based routing
- Visible exceptions
- 03Approve
Approve at the right level, and sign to prove it.
Route the invoice to budget owners and controllers according to your approval thresholds. Sign digitally and keep every decision with the document.
- Approval thresholds you define
- Digital signature
- Decisions kept with the record
- 04Close
Close the period with an audit-ready record.
Preserve the invoice, its supporting documents and its full history under your retention schedule. Give auditors controlled access to exactly what they need.
- Complete version and activity history
- Approved retention rules
- Controlled auditor access
HOW IT WORKS
Every document in.
Every control applied.
Financial documents arrive from many channels. Constellio classifies them, applies your rules and permissions, and turns them into governed outcomes your team and auditors can rely on.
What arrives
- Supplier invoices
- Bank statements
- Contracts
- Expense reports
What your team gets
- Approvals
- Reporting
- Audit trail
- Retention
Activity logINV-2048Recording
- 09:02Invoice captured and classifiedIOCaptureValidated
- 09:15Matched to PO-7731 and GR-0915Process automationMatched
- 11:40Approved by the budget ownerBudget ownerApproved
- 14:08Signed by the controllerControllerSigned
- 14:09Filed under the retention scheduleIOSafeProtected
THE RETURN ON ORDER
Less effort on documents.
More value from every figure.
Constellio ECM streamlines how financial documents are captured, approved and retained, with a low initial investment and rapid profitability.
Figure published by ConstellioROI
Return on investment
Up to 270%
Value returned compared with the initial investment, as published by Constellio.
Value of a deployment over time
Illustrative trend. Actual returns depend on your volumes, processes and deployment scope.
Why finance teams choose Constellio
Time savings
Streamline the management of financial documents and reduce the administrative effort around them.
Better collaboration
Share documents between finance teams and stakeholders from one reliable source.
Stronger compliance
Keep financial documents aligned with current regulations using tracking and audit features.
Organizations that run on Constellio
ACROSS THE FINANCE FUNCTION
One platform.
Every finance process.
Start with the process that costs your team the most time, then extend the same controls across the finance function.
Accounts payable
Keep supplier invoices moving to payment.
Capture each invoice, link it to its purchase order and route it to the right approver. Everyone sees where an invoice stands without chasing emails.
- IOCapture
- Process automation
- IOSign
Month-end close
Bring every reconciliation into one place.
Collect statements, reconciliations and supporting schedules in a shared, versioned space. Track what is done and what is still open before you close.
- IODrive
- Process automation
- Microsoft 365
Audit & compliance
Answer auditors with evidence, not effort.
Give internal and external auditors controlled access to the documents, versions and approvals they request. Every view and change is recorded.
- IOSafe
- Access management
Contracts & budgets
Keep contracts and budgets under control.
Centralise supplier contracts, budgets and financial reports. Route them for review and signature, and follow their key dates.
- IOSign
- IODrive
- Process automation
THE FINANCE TOOLKIT
A cleaner close.
Four products, one platform.
Combine capture, signatures, collaboration and governance around the financial processes that matter most to your team.
01
Document capture
IOCapture
Transform paper and emailed invoices into classified, searchable information.
In finance
Supplier invoices & expense receipts
02
Digital signatures
IOSign
Request signatures, follow their progress and keep the signed document in context.
In finance
Payment approvals & supplier contracts
03
Document governance
IOSafe
Protect financial records with retention rules, granular access and traceability.
In finance
Audit evidence & financial archives
04
Connected collaboration
IODrive
Bring the governed document environment into the familiar desktop experience.
In finance
Working files & reconciliations
Keep your spreadsheets and your governance together.
Connect Microsoft 365 and Teams to Constellio so working files, reconciliations and reports stay governed where your team already works.
QUESTIONS
Built around
your finance team.
What finance leaders usually ask before a demo. If yours is not here, ask us directly.
Talk to a specialist
01Does Constellio replace our accounting or ERP system?
No. Constellio manages the documents, approvals and evidence around your financial transactions. How it connects with your accounting or ERP system is defined during the project’s technical scoping.
02Can we automate invoice approvals?
Yes. Process automation routes invoices and other financial documents according to rules you define, such as amount thresholds or cost centres, with digital signatures and a recorded decision at each step.
03How does Constellio help during an audit?
Every document keeps its versions, approvals and activity history. You can give auditors controlled access to the records they request, and every action they take is recorded as well.
04How is sensitive financial data protected?
Granular, role-based permissions define who can view, edit or approve each type of document. Redaction can conceal sensitive details before a document is shared.
05Where should we start?
Most finance teams start with one high-volume process, such as accounts payable or the month-end close. Constellio’s migration, governance and support teams can help plan a phased deployment around your priorities.
YOUR NEXT CLOSE
Close with confidence.
Start with one process.
Let’s map a clearer document journey for your finance team, starting with the process that matters most.
Or write to contact@constellio.com. Open source at its core, hosted your way.
