Simplify Financial Workflows and Make Smarter Decisions
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Solutions
Crack the
Financial Code
Crack the Financial Code Struggling with complex finances and manual processes? Simplify with automation, insights, and seamless collaboration.
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200+ Comprehensive AI-Powered
Templates to
Get Started Quickly
No need to start from scratch! Generated by Vabro Genie AI and crafted with inputs from finance experts,
comprehensive Vabro Templates include:
Pre Defined Boards Columns
Effortlessly manage task organization and progress
Sample Tasks
Instant task templates for easy delegation
Sample OKRs
Track goals and align team performance
Ready-to-Use Forms
Collect and organize information effortlessly
Vabro Genie AI Response Templates
AI-crafted replies to speed up collaboration
Advanced Escalation System
Manage tasks with a clear escalation process
These Templates include sample Goals/Objectives and Key Results, helping align teams with overall Organizational Goals/
Objectives. Use them as-is or customize them to suit your team's needs.
Top 5 Workflow Templates for Finance Needs
Get a jump-start with pre-built templates, specifically tailored for:
Expense
Reimbursement
Process
Cash Flow
Analysis
Payment
Collection
Process
Vendor Payment
Processing
Cash Flow
Statement Workflow
View 1000+
Templates 
Zero Setup, Maximum Impact
Predefined Roles for Seamless Onboarding
No more messy or confusing team setups! Vabro simplifies personnel onboarding with predefined roles tailored to various functions. These roles ensure clarity in responsibilities from day one, allowing teams to work efficiently and effectively.
Organization Admin
Establish and manage your organization’s structure, settings, and operations seamlessly.
Workspace/Solution Admin
Manage workspaces, invite team members, and customize settings for seamless collaboration.
Product Owner
Play a pivotal role across projects, workflows, and DevOps. Set up projects, prioritize user stories, and review completed work.
Kanban Manager
Oversee Kanban Boards and Backlogs to ensure smooth and organized workflows. Kanban Managers can set WIP limits,
adjust board settings, and optionally review completed task groups and tasks.
Team Members
Active participants in Scrum, Kanban, and DevOps. Collaborate and execute tasks directly from the boards,
contributing to project and workflow success.
Plan
Align Finance Goals with Organizational
Objectives and Key Results (OKRs)
Are you struggling to provide clear direction, align teams, and track progress toward achieving strategic goals within your company? With Vabro, you can
define clear objectives, set and track key results, and ensure that all finance work is organized, planned, and managed efficiently.
Execute
Decrease Time and Improve Efficiency
with Vabro Genie AI
Vabro Genie AI, the powerful Artificial Intelligence engine of Vabro, is seamlessly integrated across the platform and available in all Vabro subscriptions. It enhances team productivity by identifying improvement opportunities, streamlining collaboration, reducing documentation overhead, and more.
Streamlining Workspace Setup
AI-driven configurations simplify workspace setup.
Providing AI Assisted Templates
Pre-built templates for ticket resolution, complaint management, and customer feedback help optimize personnel time.
Enabling AI-powered Cloning
AI instantly replicates entire projects, workflows, user stories, task groups, or tasks—saving time while ensuring consistency.
AI Generated Task Groups and Tasks
Vabro Genie AI generates relevant Task Groups and Tasks with all essential details, ensuring a structured and efficient workflow.
Recommended Task Properties:
Automatically set priorities, acceptance criteria, and categories to keep tasks organized.
Intelligent Review and Approval
Simplify approvals with AI-generated reasons and descriptions for decisions.
AI Powered Reports and Analysis
Unlock actionable insights with AI-driven analytics, providing detailed performance reports and real-time
metrics to optimize customer service workflows and enhance decision-making.
Vabro Genie AI
With Vabro Genie AI, you can start managing your Finance Workflows in minutes, not days. Let your team focus on Customers while Vabro takes care of the setup.
Collaborate
Communicate with Internal and External
Teams Through Customizable Forms for
Finance Teams
Is your team still using traditional communication methods across teams? Upgrade to Vabro for modern, streamlined collaboration and efficiency with customizable forms. Vabro Forms enables Finance Teams to streamline communication and collaboration, both internally and externally, through customizable forms. Whether collecting expense reports or financial data, Vabro ensures a modern, efficient workflow across departments.
Still relying on spreadsheets or email threads for financial communication? Upgrade to Vabro for smarter, more efficient collaboration with customizable forms. This will enable your Finance team to:
Manage Financial Escalations with Ease
No more chaotic or outdated financial escalation processes—Vabro streamlines your financial escalations, ensuring everything is handled efficiently.
Is your Finance team still using manual methods to manage escalations or approvals? Struggling to track complex financial issues or discrepancies?
Upgrade to Vabro to assign escalations across teams and levels, ensuring nothing falls through the cracks and resolutions are quick and accurate.
Key Features for Managing Financial Escalations:
Visualise
Reimagine Finance Management With Vabro Views
Vabro's Finance Solution offers powerful views to enhance visualization, planning, and execution. Some of the views are:
Calendar View
Never miss a beat! Track tickets and deadlines on a clean, color-coded calendar—perfect for time-sensitive Tasks!
List View
Drag, drop, and track with ease—stay agile and organize tasks for seamless sprint tracking and reporting!
Board View
Visualize Tasks flowing smoothly from “To-Do” to “Done”—Kanban teams, rejoice!
Timeline View
Stay on track, hit milestones, and align your team with ease.
Analyse and improve
Make Data-Driven Decisions with Reports and
Advanced Analytics with Vabro Genie AI
Transform your finance operations with actionable insights. Vabro provides robust analytics to measure, optimize, and improve financial performance.
Popular Financial Reports
Track key financial metrics—budget variances, cash flow, reconciliation accuracy, and financial forecasting—to identify trends, optimize spending, and ensure precise financial planning.
Task Reports for Detailed Financial Insights
Gain deeper insights into financial tasks like invoice approvals, payments, and budget tracking. Use Task Summary... more
Task Reports for Detailed Financial Insights
Gain deeper insights into financial tasks like invoice approvals, payments, and budget tracking. Use Task Summary and Detailed Task Reports to monitor processing times, track deadlines, and identify areas for improvement in financial workflows. Less
Form Reports for
Financial Trends
Analyze financial submissions, reimbursement requests, payment delays, and approval trends in real-time with Form Reports. Gain insights...more
Form Reports for
Financial Trends
Analyze financial submissions, reimbursement requests, payment delays, and approval trends in real-time with Form Reports. Gain insights to prioritize critical financial areas, enhance efficiency, and proactively resolve recurring issues. Less
Comprehensive Financial Performance Reports
Gain insights with Budget Variance, Cash Flow, Reconciliation Accuracy, and Forecasting Reports. Track aging tasks, ensure budget compliance, and identify financial bottlenecks to support timely decisions and streamline operations.
Advanced Filters for Finance Teams
Vabro’s advanced filters help you sort reports by financial department, task group, status, assignee, team, board, and more. Gain comprehensive insights for quick, data-driven decisions that optimize financial workflows.
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Additional Features for Finance Teams
Vabro offers multiple additional features to improve productivity and increase Return on Investment (ROI) for Finance Teams.
Escalations
Streamline issue resolution with automated workflows and clear escalation paths
Vabro Forms
Enhance team collaboration with structured forms for quick and efficient data collection
Integrations
Connect Vabro with your favorite tools for a seamless Workflow experience.
Automation
Reduce manual work with automated onboarding and payroll processing.
Time Tracking
Monitor time spent on employee training and compliance tasks.
Dependencies
Link User Stories and Tasks in Vabro to establish clear dependencies, ensuring seamless Workflow progression and timely delivery.
Watchers
Stay informed about IT progress without active participation.
Vabro Chat
Enhance communication with real-time chats for quick resolutions.
Teams Love Vabro for Its Flexibility
Our customer satisfaction scores have skyrocketed since switching to Vabro. It’s the perfect tool for organizing and prioritizing our Customer Support workflows