Stop chasing approvals through email threads. AllyMatter gives every finance document a controlled, auditable home.

AllyMatter gives you one place to store, approve, and control every finance document, with the access controls and audit trails that compliance requires.

30-day free trial. 30-day money-back guarantee.

The finance documentation problem nobody talks about until it's too late

Expense policy last updated two years ago - nobody flagged it was stale

The policy exists. It's just wrong. And everyone has been following it anyway because nobody knew it needed updating.

Approval thresholds buried in an email thread from 2022

Someone knows where it is. When that person is unavailable, nobody can find the answer and decisions stall.

Vendor payment procedures known only to one person

Everything runs smoothly until that person is sick, on leave, or hands in their notice. Then it stops.

Month-end close process lives in someone's head, not in writing

The close happens every month because the same person drives it every month. That's not a process - that's a dependency.

Audit requests answered with a scramble through old emails and folders

The records exist somewhere. Reconstructing them into something an auditor can read takes days you don't have.

Four things that change how Finance teams operate

The foundation is every rep working from the same current information. Everything else builds on it.

Finance policy library

Expense policies, procurement procedures, approval thresholds - version controlled and approval-tracked. One place for every finance document - maintained, current, and accessible only to the people who need it.

Approval workflows

Finance document changes route through the right reviewers automatically - no chasing. Set up the approval sequence once. Documents move through it automatically - with reminders when reviewers haven't acted.

Access control

Salary data, financial projections, vendor terms - visible only to the right people, updated as roles change. Tag-based permissions mean sensitive documents stay sensitive - without IT involvement every time something needs updating.

Audit trail

Every policy access, edit, and acknowledgment logged with a timestamp - compliance responses in minutes. When an auditor asks, you're not reconstructing a record. You're exporting one.

Document notifications where your team already is

When a policy is updated or approval is required, the right people are notified directly in Slack, Teams, or email - with a direct link to review and act. Approvals stop stalling in inboxes.

Questions from Finance teams

How granular is the access control?

Access is managed at both the folder and document level using tags. You can restrict a single document to a specific role, a specific person, or a specific department - independently of where it sits in the folder structure. Access updates automatically when someone's role changes.

How do we handle approval chains with multiple reviewers?

You configure the sequence once - parallel or sequential, your choice. AllyMatter routes the document through each stage automatically, sends reminders when reviewers haven't acted, and logs every decision with a timestamp.

Can we share documents with external parties like auditors or vendors?

Yes. Public link sharing lets you share a specific document with an external party without giving them access to anything else. You control what they can see and for how long.

What does the audit trail actually capture?

Every access, edit, approval, and acknowledgment is logged with the user's identity, the document version, and a timestamp. You can filter by document, user, action type, or date range - and export the result in one click.

What happens when a finance team member changes roles or leaves?

Access updates automatically when roles change. When someone leaves, their access is removed and their activity history stays on record - so you always know what they accessed and when.

Finance documentation that's accurate, controlled, and ready when it counts

See how AllyMatter gives your finance team one place for every policy, procedure, and approval - with the audit trail that compliance requires.