Finance Use Cases

Practical finance use‑cases that automate processes, enforce compliance and accelerate transformation – across connected experiences, operational efficiency, case handling, workforce enablement, legacy modernisation and embedded intelligence – delivered end‑to‑end on Liberty.

Finance teams face relentless pressure

Liberty helps you digitise and automate the flows that matter: from quote‑to‑cash to supplier checks, debt management and reporting. You get governed workflows, integration with ERP and finance systems, and intelligence for risk and forecasting – without big‑bang disruption.

Accuracy, speed and control

Manual processes, fragmented systems and compliance risk slow everything down.

Legacy finance tools

Rationalise and reduce cost of ownership.

Common needs and pressures

Reduce manual effort in invoicing, payments and reconciliations

Improve compliance and auditability for financial controls

Replace spreadsheets and email chains with governed workflows

Accelerate quote‑to‑cash and supplier onboarding

Manage debt and payment support with sensitivity and consistency

What does Liberty do for finance teams?

Connected digital experience

Give customers, suppliers and internal teams simple, secure ways to interact with finance.

Customer & supplier portals

Secure portals for invoices, statements, payment plans and status updates. Accessible design and real‑time sync reduce inbound queries.

Self‑service payment support

Guided flows for hardship or payment arrangements, capture evidence, route approvals, keep customers informed.

Proactive notifications

Alerts for due dates, approvals and compliance checks. Reduce avoidable demand and missed deadlines.

Finance contact centre integration

Voice, chat, email and SMS handled in one desktop. Assistants deflect routine queries. AI routing prioritises urgency and risk.

Operational efficiency and process automation

Automate the spine of finance so effort goes into analysis, not admin.

Quote‑to‑cash workflow

Automate approvals, document generation and notifications from quote through to payment.

Digital invoice management

Generate, send and track invoices automatically, trigger reminders, sync with ERP and finance systems.

Supplier credit checks and onboarding

Structured workflows for checks, approvals and compliance evidence. Integrate with external data sources.

Document and image intelligence

Extract and validate data from invoices, receipts and statements. Cut rekeying and errors.

Batch and file integrations

Managed file transfers for legacy finance systems. Validation and exception handling included.

Case, incident and exception management

Structured workflows for approvals, disputes and sensitive cases – with SLAs and audit built in.

Payment disputes and chargebacks

Capture details, route by policy and track resolution with full audit.

Debt management and escalation

Manage hardship cases with sensitivity, apply policy rules, trigger reminders and reviews.

Compliance and policy exceptions

Route deviations to approvers, archive decisions and rationale for governance.

Fraud and risk alerts

Structured triage and investigation workflows, evidence capture and reporting.

Workforce enablement

Give finance teams the tools to work fast and do the right thing first time.

Unified finance desk

One workspace for communications and case actions -approve payments, trigger refunds, send letters – without tab‑hopping.

Agent Assist and knowledge surfacing

Real‑time prompts, policy snippets and compliance checklists, accessibility built in.

Supervisor dashboards and quality assurance

Live Service Level Agreement views, risk hotspots and workload heatmaps, one‑click interventions to rebalance or escalate.

Workforce Engagement Management (WEM) for finance

Forecasting, scheduling and performance dashboards to align people with demand.

Legacy extension and modernisation

Extend what you’ve got, replace what you must – without big bang risk.

Wrap and extend ERP/finance systems

Expose only what teams need via role‑based apps and APIs. Add missing processes without heavy customisation.

Replace spreadsheets and shared inboxes

Move ad‑hoc trackers into governed workflows with SLAs and audit.

Unified financial view

Stitch together invoices, payments, approvals and comms into one timeline for faster decisions.

Embedded intelligence and decisioning

Use AI to predict risk, optimise cash flow and improve compliance.

Fraud and risk scoring

Detect anomalies in payment patterns, route high‑risk cases for review.

Cash flow forecasting

Predict inflows and outflows, alert when targets or thresholds are at risk.

Service Level Agreement (SLA) breach prediction

Forecast which approvals or payments may slip, trigger proactive interventions.

Next‑best action for debt cases

Suggest compliant steps for hardship, escalation or recovery.

The Liberty platform enables composable elements to be created and adapted to deliver the capabilities to support these use cases. Find out more:

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