Before PaymentWorks

Excel logs and email trails to document who approved what and when

  • Everyone can see everything, including sensitive information like SSN’s and bank accounts
  • Paper/email chase to track approvals
  • Lots and lots of phone calls and email asking when a vendor will be set up/paid
  • Practically uninsurable for social engineering losses

With PaymentWorks

Workflows automated to move from one (time stamped) approval to the next

  • Permissions set specifically to each role so sensitive information is secure
  • Audit trail with timestamps of approvals, returns, and rejections
  • Onboarding tracker gives visibility to all interested parties at a glance
  • Automated, trackable onboarding = more favorable insurance coverage