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Office of the CFO

Accuracy. Agility. Accountability.

CFOs face mounting pressure to control costs while enabling innovation. Nintex delivers both with agentic business orchestration — a unified platform that combines AI and automation with built-in governance. Finance leaders gain the foundation to justify technology investments, accelerate close cycles, reduce operational waste, and deliver quantifiable business value across the organization.

Drive measurable outcomes with intelligent process control.

In a shifting market, financial resilience starts with agile operations. Nintex helps CFOs align people, systems, and data under one governed platform to keep performance steady through change. Gain the control, transparency, and speed needed to protect margins and drive lasting impact.

Reduce Operational Risk

Protect performance with consistent, compliant processes.

Financial stability depends on reliable operations. Nintex unites automation, AI, and governance so CFOs can ensure every process runs accurately, transparently, and in line with compliance frameworks. Reduce costly errors, close control gaps, and build resilience across the organization while continuously optimizing for efficiency and accountability.

Maintain Business Continuity

Build financial resilience that lasts through disruption.

Uncertainty is inevitable. With Nintex, CFOs can prepare to face it with confidence. Our platform connects teams, data, and processes so business continuity planning becomes proactive and controlled. Model scenarios, automate critical approvals, and keep financial workflows running anywhere, anytime. Stay ready to protect revenue and maintain performance in any condition.

Accelerate Accounts Receivable

Accelerate cash flow with automated collections.

Late payments limit growth and create stress on liquidity. Nintex automates every step of accounts receivable from invoice generation to follow-up alerts. Integrated workflows connect your accounting systems, eliminate delays, and improve cash flow visibility. The result is faster payments, fewer write-offs, and more accurate financial forecasting.

Coordinate Incident Response

Minimize financial impact with connected response management.

Every disruption has a cost. Nintex helps CFOs contain it through real-time visibility and automated coordination. When incidents occur, all stakeholders are notified instantly, data is captured consistently, and responses stay aligned from first alert to resolution. The result is reduced downtime, controlled risk, and greater confidence in financial continuity.

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The Nintex difference for financial leaders & teams

Finance teams face recurring hurdles: slow close cycles, rising compliance demands, limited visibility, and fragmented tools. These challenges drain resources and stall progress — but they’re exactly where orchestration can deliver the biggest impact.

Streamline financial operations

Disconnected systems slow approvals and close cycles. Orchestration across people, processes, and agentic AI shortens timelines and eliminates manual work.

Strengthen compliance and governance

Audit readiness shouldn’t be a scramble. With governance embedded in every workflow, finance teams can demonstrate transparency and reduce regulatory risk.

Gain clarity and control over spend

Fragmented reporting hides the real picture. Unified orchestration delivers visibility across budgets, approvals, and outcomes to keep spend on track.

Adapt at the speed of change

Market shifts demand agility. Tailored orchestration empowers finance leaders to quickly reconfigure workflows without relying on shadow IT or one-size-fits-all tools.

Solutions built for your industry

Finance challenges look different in every sector, but CFOs everywhere need control, adaptability, and proof of outcomes. Agentic Business Orchestration gives finance leaders the orchestration layer to cut complexity, unify systems, embed governance, and scale AI in the ways their business demands most.

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Turn your AI investment into proven returns

Hear from global IT leaders.

45

%

Reduction in time spent on month-end close and reconciliations.

3

x

Greater visibility across business units with a single source of financial truth.

60

%

Faster rollout of updates and new workflows across hybrid environments.

Outcomes finance leaders can prove

With Nintex, CFOs move beyond manual spreadsheets and fragmented systems. Finance teams can unify reporting, automate reconciliations, and embed compliance checks that once consumed weeks. AI agents assist with forecasting, monitoring, and audit readiness so finance delivers clarity, confidence, and proof of performance — without adding headcount.

No more manual data entry

Nintex RPA gathers data across your systems and uses it to automatically handle routine tasks like issuing cards, changing interest rates, or managing fees—so your team has more bandwidth to drive the business ahead.

Real reviews from trusted sources

Hear from our customers

Our reviews come from verified users on TrustRadius and G2. These independent platforms ensure authenticity, giving you transparent and reliable feedback you can count on.

Nintex Process Manager Review.

My organization uses Nintex to map business processes and improve them. This addresses the business problem of incomplete documentation and helps with transitioning responsibilities when people switch roles or a new person joins the organization.

Easy to use Workflow Automation Software for SharePoint

Workflow Designer is very good at giving users a visual representation of their workflows. It is very user-friendly.

Nintex Review – 1010

Nintex is well-suited for our SharePoint lists as it provides a more user-friendly intake form and has the look and feel of a professional form based on standard practices within our department.

Streamlining Business Processes with Nintex Efficient Scalable and User-Friendly.

For contracts, Nintex helps automate reviews, signatures, and compliance tracking.In HR, it streamlines tasks such as onboarding, leave requests, and employee records.It also supports order management by automating requests, approvals, and notifications.

Nintex RPA Bot is a game changer.

We love using the software for building bots and automating various processes. Thanks to this software, we have saved hundreds of hours every day!

Could not live without Nintex Apps.

We use Nintex apps as a UI overlay in Salesforce. It enabled us to achieve significantly better user adoption by offering highly customizable views and actions. What would normally take 10 clicks using Salesforce can be done in one click with Nintex, making the whole process much more intuitive and easier to use.

Nintex Process Manager.

It's great for process documentation. It helps reduce risk as staff exit and re-enter. Nintex also offers a suite of options that offer solutions for automation as well.

Nintex has the most comprehensive professional automation roadmap for organizations.

It allows processes to be divided by departments or countries and makes it easy to adapt to the specific variations of each.

Nintex Forms and Workflows

From Internal Audit to HR to IT, we have forms for every use case imaginable. We integrate Nintex cloud forms with Azure tables to pull in data for lookup values.

Nintex Process Platform – Agility & Scalability

An excellent tool for SharePoint and other enterprise systems migration to automate business processes by and achieve the ultimate aim of reducing IT burden and cost reduction.

Great Online Forms and Workflows to Create Efficiencies in Business Processes

It has substantially increased efficiencies for processing new, changed or removed access requests for the entire organization

ITT Project Director

Nintex stacks high among the tools available

Nintex Workflows

fast business workflow automations and responsive forms

Nintex workflows fir Sharepoint

Great time saver. Workflow development can be done very fast.

Review from a 2y experience Developer in a large organization

The platform is powerful and run very complex processes, yet it is so user friendly that its fundamentals can easily be taught to Citizen Developers.

Intuitive process management

We anticipate being able to reduce the use of hard copy forms by over 60%

A Brief Insight Into How Effective Nintex Process Platform Has Been For Us

Nintex Process Platform was and still is by far the most flexible and easy-to-use than any of the other form creation and workflow designer apps we looked at.

Nintex Process Platform's Forms & Workflow for SharePoint 2019 & NWC

Moving to the Nintex Process Platform seven years ago took us to the next level with capabilities, including being able to build the "system" in SharePoint.

I love Nintex Workflows

I love Nintex Workflows

A good and powerful tool for automation process with less or no code.

We can build the same application with same complexity level in Nintex within a few months while Power Automate may take longer time (4-5 months) to build it up as a beginner.

Completely Overhauled Our Doc Management Processes

It increased our survey response rates by about 12 – 15% which is massive for us

Effortless Time and Effort Reporting

The implementation of this form has helped users in not having to submit a paper form and resubmit if it is lost.

Positive Nintex Review

I would highly recommend the Ninetex product to any colleagues. I have had a favorable experience and so have my immediate co workers.

Great platform for non-programmers who want to create automation

This is my primary go to tool for automating business processes within SharePoint

Eliminates manual processes and procedures to streamline your Intake Process

Nintex Forms are quick and easy to build and customize with no code.

Nintex Promapp and Workflow Cloud.

It is very user-friendly, and on top of that, it's no code.

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have Questions?

Frequently asked questions

  • What is the Nintex Process Platform?

    The Nintex Process Platform helps organizations automate everyday business processes to save time, reduce errors, and increase productivity across teams.

  • How can automation in financial services improve customer service?

    By speeding up response times and ensuring consistent service, automation helps you deliver a better experience to customers. That reliability builds trust and keeps people coming back.

  • What financial workflow processes can be automated using Nintex?

    Nintex can streamline a variety of processes, including document management, data entry, compliance tracking, and other routine tasks that slow teams down.

  • How does Nintex assist with compliance in the financial industry?

    Nintex makes it easier to stay compliant by automating workflows, improving data accuracy, and creating clear records for audits and reporting.

  • How does Nintex support financial leaders managing rising operational costs?

    Nintex reduces cost pressures by orchestrating work across existing systems instead of requiring expensive custom integrations or new software investments. With agentic business orchestration, tasks route intelligently, manual steps decrease, and operational waste is eliminated.

  • How can Nintex help CFOs gain clearer financial visibility?

    Agentic business orchestration centralizes data across ERP, CRM, HRIS, and other financial systems to give CFOs a unified view of budgets, approvals, spend, and performance. This improves forecasting, accelerates close cycles, and helps finance teams make more confident decisions.

  • How does Nintex strengthen financial controls and reduce risk?

    With governance built into every workflow, Nintex ensures each action has traceability, auditability, and clear role-based permissions. Agentic business orchestration enforces consistent processes across departments, lowering the risk of errors, fraud, and regulatory gaps.

  • Can Nintex help finance teams accelerate approvals and close cycles?

    Yes. By orchestrating workflows across people, processes, and systems, Nintex shortens cycle times for approvals, reconciliations, and month-end close. Intelligent agents route tasks to the right person based on priority and context, reducing bottlenecks.

  • Does agentic business orchestration improve the accuracy of financial data?

    Absolutely. Nintex synchronizes data across systems automatically, reducing manual entry and duplicate work. This improves the accuracy of financial reporting, reduces rework, and ensures decisions are based on current and reliable information.

  • How quickly can financial teams deploy workflows using Nintex?

    Finance teams can deploy cross-system workflows in weeks instead of quarters. Nintex integrates with the tools teams already use, so CFOs see value fast without disruptive rip-and-replace projects.