---
title: Transform your financial operations
description: "[Docs](https://legale.io/docs)/Finance teams/**Financial operations** LEGALE · FOR FINANCE # Your financial processes. With order and traceability. Digitize documents, automate approvals and manage signatures in one place. [Request a demo](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjExMDc3IiwidG9nZ2xlIjpmYWxzZX0%3D) [Explore solutions](#fn-solutions) **Process owner**Alex RiveraFinance teams **Financial document management** Payment instructionUnder review…"
url: "https://despapeliza.io/docs/transform-your-financial-operations/"
updated: "2026-10-28"
category: Finances
---

# Transform your financial operations

[Docs](https://legale.io/docs)/Finance teams/**Financial operations**

LEGALE · FOR FINANCE

# Your financial processes.
With order and traceability.

Digitize documents, automate approvals and manage signatures in one place.

[Request a demo](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjExMDc3IiwidG9nZ2xlIjpmYWxzZX0%3D)

 [Explore solutions](#fn-solutions)    **Process owner**Alex RiveraFinance teams   **Financial document management** Payment instructionUnder review Invoice approvalTo approve Supplier contractSigned  **History**

- Document created
- Sent for review
- Approved
- Signed

Illustrative example

## From document to approval, with every step connected.

A simple, flexible workflow tailored to your operation.

   1

### Capture

Extract data from invoices and forms.

   2

### Review and approve

Assign owners and define approval workflows.

   3

### Sign

Manage electronic signatures on your documents.

   4

### Track and connect

Keep the history and send data to your systems.

Example of a workflow you can configure for your operation.

## Tools for everyday finance work.

Manage your financial documents in one place.

### Approvals and notifications

Coordinate payroll, payment, invoice and purchasing documents.

### Electronic signatures

Sign contracts and instructions without printing or scanning.

### Smart templates

Reuse documents with conditional fields.

### Document Intelligence

Extract and validate information from invoices and forms.

### Reports and exports

Filter by cost center, owner, amount or date. Export to Excel or CSV.

### Send documents in bulk

Send multiple payment instructions or collection letters.

## Connect your documents
to your systems.

Integrate Legale with your tools through API or SFTP to keep information moving.

  LegaleAPI / SFTP **ERP****CRM****Accounting**        **Document history**

1. **Created**12 Jan 2024, 10:24
2. **Reviewed**12 Jan 2024, 14:37
3. **Signed**12 Jan 2024, 16:18

Illustrative example

## A history for
every document.

See recorded actions and timestamps to support reviews and audits.

### Activity log

Identify who did what and when.

### Encrypted storage

Keep your documents securely stored.

### Alerts and reminders

Get notifications about pending tasks and deadlines.

## Explore more solutions for finance.

Related use cases for your team.

 [**Expenses, reimbursements and travel**Manage receipts, approvals and travel policies.](https://despapeliza.io/docs/management-of-expenses-reimbursements-and-travel/)[**Suppliers, materials and assets**Centralize contracts, purchase orders and documentation.](https://despapeliza.io/docs/creation-and-approval-of-suppliers-materials-and-assets/)