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Platform capability 02

Empower accountants to automate the processes they understand best.

The people who understand finance processes are usually the people doing the work: accountants, finance managers and operations specialists. 4th Sight gives those knowledge workers no-code tools to turn business logic into repeatable, governed automation.

Complex automations succeed when they reflect the reality of the business: the rules, exceptions, judgement points, controls and outputs that finance teams already manage.

No-code workflow builder
From business logic to governed automation
Accountants define the process logic. 4th Sight turns it into a controlled, repeatable workflow.
01

Plain English brief

Finance explains the process, rules, exceptions and desired outputs.

02

No-code workflow

Logic is built visually using repeatable, inspectable workflow steps.

03

Business rules

Calculations, joins, validations and controls are codified into the process.

04

Automation

The process can run on demand, on a schedule or as part of a wider operating model.

05

Controlled output

Results become reports, exception lists, files, alerts or downstream workflow actions.

Powered by no-code workflow tooling

Alteryx helps make complex finance automation practical.

Alteryx One logo

4th Sight uses powerful no-code workflow technology to help finance teams connect data, apply logic, automate controls and create repeatable outputs. The goal is not to make accountants into software engineers — it is to give them tools that match how they already think about data and process.

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Visual workflow design

Build logic with connected workflow steps rather than hidden spreadsheet formulas.

Reusable automation

Create processes that can be shared, scheduled, versioned and improved.

Finance-owned logic

Put process design closer to the people who understand the calculations.

AI-ready workflows

Embed AI into controlled process steps rather than standalone prompts.

Why knowledge-worker automation works

Finance teams already understand the data, calculations and exceptions. No-code workflow design lets that knowledge become a controlled process.

Built by people who understand the work

Accountants and finance specialists understand the process details, exceptions and judgement points better than anyone.

No-code development

Visual workflow tools allow finance teams to build and maintain automations without becoming software developers.

Governed and repeatable

Processes move away from fragile spreadsheets and become controlled workflows that can be reviewed, shared and scheduled.

Faster delivery

Finance automation can be prototyped quickly, improved iteratively and adopted by the team that owns the process.

Process examples

Automate the work that sits between systems.

Recruitment finance teams often spend time joining exports, applying judgement, checking exceptions and preparing outputs. These are exactly the processes that benefit from no-code workflow automation.

Commission calculations
Timesheet to invoice checks
Margin and leakage reviews
Payroll and billing reconciliations
Month-end control packs
Data quality exception reporting
Client profitability analysis
AI-assisted document workflows

The impact

The value is not just faster workflow building. It is better control, adoption and repeatability because the process is owned by the people who understand it.

Less manual effort

Reduce copy, paste, filtering, lookups and repeated spreadsheet preparation.

Greater consistency

Run the same logic every time, with clear rules and fewer hidden spreadsheet steps.

Better control

Create auditable workflows that can be reviewed, versioned and scheduled.

AI-ready processes

Embed AI into specific workflow steps rather than relying on standalone chat interactions.

Start with one painful manual process.

Pick a process that depends on exports, joins, spreadsheet logic, manual checks or repeated judgement. We can help turn it into a controlled workflow that finance teams can understand, adopt and improve.

Book a workflow review