Microsoft Excel for connected finance work
Use workbook records to check figures and prepare finance reviews. Give agents the source material behind a finance decision, so reviewers can work from evidence rather than a disconnected summary.
Where agents help
Access relevant records through the approved connection.
Bring source context into checks, investigations and reviews.
Prepare the next action with the supporting material available to your team.
Connected does not mean unrestricted
Your team defines account access, permitted actions and approval requirements. A connection makes tools available to FourX agents; the finance workflow and its controls are configured and validated for your deployment.
Start with the work that matters
Confirm the records, actions and permissions your workflow needs. Test representative cases before production. Availability depends on your product plan, account configuration and supported actions.
Book a demo to review your workflow. Read about security and controls.
