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Financial close, consolidation and planning on shared data

AI agents that extract, validate and route business documents

A helpdesk with a natively integrated AI agent called Fin

Carry metered events through billing and collection

CRM workflows connecting lead qualification, quotes, and invoices

Social moderation and response workflows with in-house or managed reply options

AI email writing assistant that drafts emails from short prompts

Move files between nearby Android and Windows devices

Build AI agents for work, connect them to your apps and keep approval in the loop

AI relationship manager that prepares meetings and drafts follow-ups.

Reusable PDF forms and multi-signer document workflows

Online PDF forms, editing, and signature requests