Learn the art of finance engineering →

[ Platform · Workflows ]

Finance processes that run themselves

Define the workflow once: the close checklist, the variance review, the monthly pack. Pluvo runs it on schedule, flags what needs a human, and logs every step.

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Scheduled · Monitored · Human-in-the-loop

Define once, run monthly. Workflows turn recurring analysis from a calendar of manual tasks into scheduled runs your team reviews.

The recurring work, on a schedule

Month-end, quarter-end, the Monday refresh: workflows kick off on your close calendar without anyone having to remember them.

  • Calendar-aware triggers

    Fiscal periods, close days, and board dates drive the schedule.

  • Starts itself

    No reminders, no kickoff meeting, no forgotten step.

  • Runs while you sleep

    The analysis is waiting at 9 AM, not started at 9 AM.

Reconciliation AgentRUNS MONTHLY · 1ST, 9:00 AM
Jul 1 · 9:00 AM1,284 pulled · 3 flaggedDone
Jun 1 · 9:00 AM1,301 pulled · 1 flaggedDone
May 1 · 9:00 AM1,266 pulled · 4 flaggedDone

Multi-step runs you can watch

Each workflow chains its steps and reports progress as it goes, so you always know what ran, what's running, and what got stuck.

  • Chained steps

    Pull, match, compute, draft: one run, end to end.

  • Progress you can see

    Every stage posts its result as it completes.

  • Failures surface loudly

    A stuck step pings the owner instead of dying silently.

Month-end reconciliationDone
Pull transactions1,284
Match purchase orders1,281 matched
Flag variances3 flagged
Draft close summarySent for review

Humans exactly where they matter

Automation handles the assembly; your team handles the judgment. Review gates and exception routing keep people in charge of what ships.

  • Review gates

    Drafts wait for approval before anything goes out.

  • Exceptions route to people

    Anomalies land with the right owner, with context attached.

  • Everything logged

    The run history is the process documentation.

Why did OPEX move in June?

Up $86K vs May. $71K is the annual security-tooling renewal (prepaid, GL 6210); the rest is contractor overlap during the platform migration.

SOURCESNetSuiteRamp+2

[ What scheduled workflows change ]

24/7

runs on your close calendar, unattended

1

definition of each process, reused every period

100%

of runs logged and reviewable

“The close checklist stopped being a spreadsheet and started being a system.”

Controller · Growth-stage software

[ Use cases ]

How finance teams use Workflows

The recurring calendar, turned into scheduled runs.

  • Month-end close orchestration

    The checklist runs itself and reports its progress.

  • Recurring variance analysis

    Decomposed and drafted before the review meeting.

  • Board pack assembly

    Rebuilt on schedule with the latest actuals.

  • Reconciliation schedules

    Matching that happens nightly, not quarterly.

  • Data-quality sweeps

    Anomaly checks that ping only when something's off.

Board pack refreshDone
Pull latest actualsAll entities
Rebuild variance bridges12 drivers
Refresh commentaryDrafted
Hold for review2 approvers

[ Integrations ]

Runs across your connected stack

Workflows read from the same governed connections as everything else: ERP, accounting, spend, and payroll.

NetSuite

Live

ERP

Connect NetSuite to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.

QuickBooks Online

Live

Accounting

Connect QuickBooks Online to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.

Rillet

Live

ERP

Connect modern ERP data to Pluvo for close, reporting, and finance workflows grounded in source transactions.

Sage Intacct

Live

ERP

Connect Sage Intacct to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.

Xero

Live

Accounting

Connect Xero to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.

ADP

Beta

Payroll

Connect ADP to Pluvo so finance teams can analyze workforce data alongside ledger, revenue, workforce, and operating context.

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Explore the platform

Agent

Multi-step finance work, run end to end.

Reports

Board-ready output that assembles itself.

Plugin

Pluvo's answers in Slack, Excel, and your AI tools.

[ FAQ ]

Common questions

What kinds of finance workflows can Pluvo automate?
Recurring analytical work: close checklists, reconciliations, variance analysis, report assembly, and data-quality checks, each defined once and run on a schedule or trigger.
Do we need engineering help to build one?
No. Workflows are defined in Pluvo against your connected systems and your definitions; finance owns them end to end.
What happens when a step fails?
The run pauses, the failure surfaces with context, and the owner is notified. Nothing downstream proceeds on bad inputs.
Can a human approve before anything ships?
Yes. Review gates hold drafts and outputs for approval, and exception routing sends anomalies to the right person.
How is this different from RPA?
RPA replays clicks against screens and breaks when they change. Pluvo workflows compute against governed, connected data with full lineage, so they're robust and auditable.

Put the close on a schedule

Book a demo and see a real month-end workflow run end to end.

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