Enterprise Finance Execution Platform
FinFlow replaces spreadsheets, email chains, and tribal knowledge with a governed execution platform for multi-entity finance, close, compliance, risk, and operational accountability.
Platform At a Glance
Built for Buyers Like
The Problem
Month-end close, compliance checklists, and audit evidence management are too important to coordinate through email and shared drives — yet that's exactly what most mid-market organizations do.
Why FinFlow
Accelerate close cycles
Structured task workflows with review, approval, and period certification replace ad-hoc email chains and manual follow-up.
Audit-ready by design
Append-only audit trail, controlled evidence uploads, and signed S3 file access — every action is traceable and immutable.
Multi-entity governance
One login, multiple legal entities. Role-per-entity access control with tenant-level data isolation enforced at every API layer.
Executive visibility
Cross-entity dashboards and operational reports give CFOs and controllers real insight without sifting through operational noise.
Automated escalations
Rules fire automatically on overdue, no-activity, blocked, and high-risk triggers — managers are alerted before things go sideways.
Recurring task engine
Monthly, quarterly, and annual compliance tasks generate themselves. Templates eliminate rebuild overhead every close cycle.
Product Modules
Core Workflow
Create & Assign
Tasks are created with entity scope, category, priority, due date, assignee, and designated reviewer. Templates and recurring rules automate creation — no manual rebuild each cycle.
Execute & Evidence
Preparers work the task, log time, add progress comments, and attach supporting evidence. Files are stored in S3 with signed URL access — never publicly exposed.
Submit & Review
Preparers submit for review. Reviewers inspect the task and evidence, then approve or reject with review notes. Every state transition is recorded with actor, timestamp, and reason.
Escalate & Notify
Escalation rules fire automatically on overdue, no-activity, blocked, or high-risk triggers. In-app and email notifications keep all stakeholders informed without manual follow-up.
Certify & Lock
Authorized signatories certify close period records. Once certified, periods lock — immutable, audit-ready, and reportable. Dashboards reflect certified status across all entities in real time.
Developer Profile
apps/web
Next.js 15 + React 19 frontend. Landing, auth, onboarding, dashboard, entity selector, task/project/evidence/admin screens.
apps/api
NestJS 11 + Fastify REST API. Command handlers, authorization layer, audit generation, signed upload/download flows, reporting read models.
apps/worker
BullMQ background worker for recurring task generation, escalation jobs, due reminders, notification delivery, and reporting jobs.
Security Model
Deny-by-default authorization
Every API endpoint validates tenant, entity scope, and permission policy before returning any data. Unauthorized entity data never reaches the browser — enforced at the backend, not just the UI.
Role-per-entity access control
Six entity roles — entity admin, director, manager, supervisor, member, viewer — assigned independently per legal entity. One user can be a manager in Entity A and a viewer in Entity B.
Production-grade auth pipeline
Full invitation lifecycle, secure password reset tokens (hashed, expiring), bcrypt credentials, throttle guards, rate limiting, and MFA-ready OIDC integration with Entra ID, Auth0, or Clerk.
Append-only audit trail
25+ defined audit event types — from invitation sent through close period locked — stored immutably with actor, timestamp, and context for every significant action in the system.
Target Buyers
CFO / VP Finance
Cross-entity portfolio visibility, close cycle health, and executive reporting — without sifting through operational detail.
Corporate Controller
Task ownership, certification workflows, and period-close management with full accountability across every entity.
Compliance Director
Governed checklists, evidence discipline, and exportable audit trails that satisfy internal and external auditors.
Risk / Audit Director
Risk tracking, escalation visibility, and read-only auditor role access across entities and historical close periods.
COO / Ops Director
Operational accountability beyond finance — compliance checklists, risk action tracking, and cross-functional execution.
Target Markets
FinFlow targets mid-market and enterprise organizations that manage operations across multiple legal entities — where generic task managers lack the governance controls finance teams actually need.
Product Roadmap
Whether you're a CFO evaluating close management tools, a developer reviewing the architecture, or an investor looking at the platform — let's talk.