Use cases

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Compliance Automation
Quarterly Portfolio Reporting

Save up to 80% of time spent on manual coordination by automating quarterly reporting across teams, portfolio companies, and systems

Compliance Automation
Financial Services
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Compliance Automation
Near-Miss Incident Reporting

Automate the Near Miss reporting workflow as part of an effective Quality Management program. Remove the documentation burden, boost customer confidence, and focus on identifying root causes.

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Enhanced Due Diligence (Source of Wealth / Anti-Financial Crime)

Automate source of wealth and anti-financial crime checks as part of your automated AFC & AML processes, to eliminate manual coordination risk and ensure compliance.

Compliance Automation
Financial Services
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Venture Capital & Private Equity
Special Purpose Vehicle (SPV) Operations

Standardize and automate your SPV operations using customizable processes and checklists

Venture Capital & Private Equity
Compliance & Legal Operations
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Compliance Automation
Tax Reporting

Report taxes with automated form steps, documentation, and data management

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Purchase Orders

PO ordering simplified and streamlined, including approvals

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Expense Management

End-to-end submission and processing of business expenses

Compliance Automation
Compliance Operations (Financial Services)
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Compliance Automation
Regular Audit Management

Complete regular internal audits with speed, precision, and automation

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Workplace Security

Carry out your workplace security trainings with clarity, consistency, and no email coordination

Compliance Automation
Compliance & Legal Operations
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Customer Service Automation
GDPR Requests

Carry out GDPR requests and other customer privacy concerns end-to-end

Customer Service Automation
Compliance & Legal Operations
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