
Process Street is the Compliance Operations Platform that helps fast-moving teams in regulated industries enforce standards, automate execution, and prove compliance with confidence. It brings document control, workflow automation, and real-time oversight into one unified platform so policies are not just written, they are followed and verified.
With Process Street, teams can create version-controlled SOPs and policies using Pages, link them directly to automated workflows, and ensure every task, approval, and data point is tracked with audit-ready logs. Cora, the AI compliance agent, monitors execution in real time, flags issues, and recommends improvements, turning manual oversight into continuous control.
Whether you need to onboard employees, prepare for audits, manage policy changes, or enforce vendor compliance, Process Street gives you the tools to do it faster and without the risk of missed steps or tribal execution. Automate form collection, task assignments, escalations, and approvals with no code. Keep teams aligned, even as you scale.
Used across financial services, real estate, healthcare, and manufacturing, Process Street supports compliance with standards like ISO 9001, SOC 2, SOX, HIPAA, and FDA CFR Part 11. Thousands of teams at companies like Salesforce, Colliers, Hartford Healthcare, and Drift use Process Street to reduce audit prep time, streamline training, and build systems that run without micromanagement.
Every workflow is structured. Every policy is enforced. Every action is proven. With native integrations, role-based access, automated evidence capture, and AI-powered insights, Process Street replaces checklists, spreadsheets, and siloed tools with a closed-loop system of control.
If you run high-stakes processes and need to stay compliant without slowing down, Process Street is built for you.
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Zahara's cloud-based solution streamlines budget management and supplier interactions while facilitating multi-tier purchase and delivery approvals, as well as invoice reconciliation. The platform integrates flawlessly with leading accounting software like QuickBooks Online and Xero, offering growing SMEs enhanced visibility and centralized oversight of their procurement activities. Zahara is designed to regulate spending within a business by automating the entire purchasing process, from the initial request through to vendor purchase order issuance. Additionally, it manages the receipt of deliveries and ensures that vendor invoices are accurately matched and processed before being forwarded to the finance department. With Zahara, organizations can achieve greater control over their expenditures while significantly accelerating their processing times, ultimately leading to more efficient operations. This comprehensive approach to purchase management not only simplifies the workflow but also empowers teams to make informed financial decisions.
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Next Matter
Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions.
What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace.
Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.
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SES Workflow Management
Developing a strategy for moving between phases in a workflow can be done in various ways: it may necessitate complete agreement from all participants, a majority decision, or allow any single person to approve the next step. Additionally, SES’s software provides multiple features for automating this workflow. Requests can be routed automatically based on user and staff-selected fields. With the Quick Assign Rules feature, the software can efficiently manage the workflow by automatically identifying the correct workflow and assigning tasks for routine requests and staff positions. Moreover, users can set up automatic email alerts to designate who should be notified about specific issues and at which stages; for instance, the department leader might only need updates when a new issue comes up and at the final decision point, whereas the Project Manager might want notifications at all stages. These customizable settings can be established with minimal effort, usually requiring just a few clicks. Once an email notification is received, recipients can use the provided link to access the pertinent record directly, depending on their permission level, enabling them to respond promptly. This integration not only improves collaboration but also guarantees that all parties remain informed throughout the entire process, ultimately increasing efficiency and responsiveness. The ability to tailor notifications and access enhances the overall effectiveness of the workflow management system.
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