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Transform your financial operations

1 min read

0:00 1:27

LEGALE · FOR FINANCE

Your financial processes.
With order and traceability. #

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

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Explore solutions

Process ownerAlex 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

ERPCRMAccounting
Document history
  1. Created12 Jan 2024, 10:24
  2. Reviewed12 Jan 2024, 14:37
  3. Signed12 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 travelManage receipts, approvals and travel policies.Suppliers, materials and assetsCentralize contracts, purchase orders and documentation.
Updated on Octubre 28, 2026

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