Finance Operations

Automate document-heavy finance workflows—accurate, fast, audit-ready

Packets helps finance teams run high-trust, low-touch workflows for reimbursements, audits, vendor onboarding, and tax documentation—without chasing forms or sending reminders.

What you'll get with Packets

Streamline your finance operations with intelligent automation

📁 Audit prep, without the scramble

Assign audit checklists to teams. Collect signed docs, approvals, receipts, and logs in one structured flow. Everything's timestamped, nothing gets missed.

🧾 Tax form collection & validation

Route 80G, 10F, PAN, and other tax forms to vendors or employees. Let AI check completeness, validity, and flag missing fields—before Finance ever touches it.

💸 Reimbursement workflows

Auto-generate and route expense claims with required proofs and policy validations. Approve and archive in minutes.

🏦 Vendor onboarding documentation

Send vendor packets (bank details, GST, compliance docs) in one link. Validate inputs in real time. Route for approval and signature.

📊 Real-time dashboards

Track document status across requests—submitted, flagged, approved, or pending. Send reminders with one click.

🔐 Fully auditable

Every form, signature, and action logged. Filter by user, date, or workflow. Always ready for audits or board reviews.

Example Workflow: Tax Document Collection

See how Packets streamlines complex finance processes

1

Assign "Q4 Tax Packet" to all active vendors

2

Vendors upload PAN, GST, and sign declaration

3

AI validates formatting + catches missing info

4

Finance reviews flagged cases only

5

Signed docs auto-archived + exported for filing

6

Dashboard shows completion rate + audit trail

Outcomes for your finance team

Measurable improvements in efficiency and accuracy

80%

Reduce document chase time

90%

Cut form validation errors

Hours

Prepare audit documentation in hours—not weeks

100%

Centralize everything with full traceability

Designed for

Finance teams that need to scale without chaos

🏢 Finance teams at GCCs

or multi-entity orgs

📦 Procurement finance

handling large vendor volumes

🧾 Tax and compliance teams

needing consistent documentation

📈 CFOs and controllers

scaling without chaos

Early access

Want to see how it'll streamline your finance operations?