Finance Operations You Can Finally Trust
Greta helps finance ops teams manage approvals, track budgets, and keep transactions organized. Everything stays accurate without the hours of manual work.
How it's works
How Finance Teams Stay Accurate and In Control with Greta
From purchase requests to budget reporting, here is how Greta keeps your finance operations clean and connected.
Describe Your Finance Workflows in Simple Terms
Tell Greta how your finance approval and tracking process works and it sets it all up for you.
- "Build an approval flow for expenses over $500"
- "Track all purchase orders by department"
- "Show me the current budget vs actual for Q3"
Get a Live Budget and Spend Dashboard
See planned budgets, actual spending, and pending approvals all in one place with no manual updates.
- Budget vs actual spend by department
- Pending approvals and their total value
- Monthly and quarterly spend trends
Connect Your Finance Tools
Plug in your accounting software, expense tools, and spreadsheets and Greta keeps the data flowing.
- Connects with QuickBooks, Xero and NetSuite
- Syncs with expense tools like Expensify and Concur
- Pulls in data from procurement systems
Automate Every Approval in Your Finance Process
From small expenses to large capital requests, every approval goes to the right person automatically.
- Multi level approvals based on spend amount
- Automatic reminders for anything pending
- Full audit trail for every financial decision
Report on Financial Health Without Building Spreadsheets
Generate clean financial summaries and send them to leadership on a schedule without any manual effort.
- Department budget utilization reports
- Monthly close status tracking
- Variance reports with automatic alerts
What You Get
Built for Finance Teams Who Need Accuracy Without the Manual Work
Greta gives finance ops teams the automation and visibility to keep every dollar tracked and every approval moving.
Expense and Purchase Approvals
Route every expense request and purchase order to the right approver automatically based on amount and category.
Budget vs Actual Tracking
See planned budgets against real spending for every department in real time without pulling reports from your accounting system.
Month End Close Tracker
Track every step of your month end close process so nothing gets missed and your team always knows what is left to do.
Vendor and Contract Management
Keep track of active vendor contracts, renewal dates, and payment schedules in one organized place.
Financial Reporting
Schedule automated financial summaries to go to the right stakeholders each week or month without any manual effort.
Also See
Other Operations Teams Using Greta
Greta works across every operations team. See how other teams are using it to get more done.
View all Operations teamsFAQ
Questions About Finance Operations with Greta
Here is what finance ops teams usually ask before getting started.
Yes. You can set rules so that smaller expenses go to one approver and larger amounts automatically route to senior leadership or a finance committee.
Yes. Set your thresholds and Greta will send an alert to the right person the moment spending approaches or exceeds the budget for any category.
Build Something Real
If you can describe it, you can build it.