Workflows
Approvals, matrices, delegation, multi-entity.
Workflow configuration
Build approval and review steps without code.
Expense workflow: allocation and routing
Choose Cortena or your expense tool per field, and route mismatches to review.
Approval matrix
Amount tiers, cost centers, and multi-step approvals.
Approval delegation
Hand off approvals when someone is away.
Multi-entity workflows
Route work across tenants and groups.
Set derived attributes
Compute fields from other invoice data in the workflow.
Send to Google Drive
Archive documents to Drive as part of a workflow.