Instrument Workflow

The Instrument Workflow is a step-by-step process involving day-to-day Operations. There are two main Instruments Workflows available on FinverityOS.

For Fundable Instruments: Instrument Workflow is a sequential process of requests, reviews and approvals from first uploading an Instrument leading to it being funded and then repaid. There are multiple opportunities to customise which steps are required and who must complete them.

For non-Fundable Instruments: Customers can use FinverityOS for Instruments for payables automation, that don’t need funding on.