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Productivity

Workflow Automation for Finance Professionals

Chris Popovic / October 16, 2025
A finance manager talking to his team in a meeting

inance professionals know the numbers tell the story—but behind every accurate report, approved invoice, or compliance file lies an endless string of manual tasks. Moreover, paper forms, back-and-forth email approvals, version mismatches, and the ever-present risk of human error can turn even simple financial processes into bottlenecks.

Consequently, for teams under pressure to move faster and do more with less, this outdated approach simply doesn’t add up.

That’s where workflow automation for finance professionals comes in. With Toshiba’s Elevate Sky® Workflow, organizations can finally simplify, connect, and accelerate how their finance departments operate.

The daily grind that holds finance teams back

Ask any finance manager what eats up the most time, and you’ll hear the same things:

  • Tracking down missing invoices

  • Approving expense reports stuck in someone’s inbox

  • Ensuring every document meets audit and compliance standards

  • Entering data manually across multiple systems

These aren’t just minor frustrations—they’re costly inefficiencies. Finance teams can spend up to 40% of their time on manual administrative tasks, according to McKinsey, which could instead be used for strategic activities such as data analysis and forecasting.

Fortunately, there’s a better way to work.

The smarter way forward: cloud-based workflow automation

Toshiba’s Elevate Sky® Workflow replaces manual steps with secure, automated processes that keep work moving—regardless of where your team is located.

With Elevate Sky®, financial documents can:

  • Arrive instantly from multifunction printers, scanners, or email

  • Route automatically to the right approver based on your company’s hierarchy

  • Store securely in the cloud for instant retrieval and audit readiness

Consequently, everything stays centralized, searchable, and protected. Therefore, teams no longer waste time chasing files or wondering if the latest version is sitting in someone’s inbox.

From bottlenecks to business clarity

Consider a mid-sized accounting department that processes hundreds of invoices every week. Before automation, approvals lagged, late fees piled up, and vendor relationships suffered.

However, after adopting Elevate Sky® Workflow, the team gained complete visibility. Invoices now flow directly from the MFP into a predefined approval path. Approvers receive alerts, sign off digitally, and the system records every step for compliance. As a result, processing time dropped from days to hours—and the finance team reclaimed valuable time for strategic planning.

In short, that’s the power of workflow automation in action.

Why finance leaders are making the shift

Modern finance departments aren’t just number-crunchers—they’re strategic partners driving business growth. To play that role effectively, teams need technology that supports:

  • Faster decision-making through real-time access to accurate information

  • Tighter compliance with automated recordkeeping

  • Remote collaboration without sacrificing document security

  • Scalable workflows that evolve as business needs change

Elevate Sky® delivers all of these benefits in one cloud platform. Moreover, it’s backed by Toshiba’s trusted expertise in document management and workflow optimization, giving finance leaders confidence that every process runs smoothly and securely.

The bottom line

The future of finance isn’t just digital—it’s automated. By replacing manual tasks with streamlined, intelligent workflows, financial professionals can focus on insights, not inefficiencies.

Therefore, if your team still spends hours managing paperwork, it’s time to explore what workflow automation for finance professionals can do for you.