EAFlow centralizes budget requests, validations, approvals, observations and rework in a governed queue for Finance Shared Services. It coexists with ERP and EPM. It does not replace them: it adds workflow, routing, an approval trail and operational evidence.
01 · The problem
A budget approval can involve requester, budget owner, controller, finance, cost center, legal entity, internal policy and validation against available budget.
When the process lives in emails, spreadsheets or informal approvals, traceability is lost: who requested, what was reviewed, who approved, which observation blocked the case, what was corrected and when it became ready for ERP handoff.
EAFlow turns every budget request into a governed case, with owners, states, approvals, evidence and operational closure.
02 · The solution
Finance Shared Services receives the request, validates the context, coordinates approvals, manages observations, controls rework and leaves the case ready for integration or recording in the ERP.
EAFlow connects every step in a single flow over the Operational Graph: intake, routing, approvals, budget validation, rework, ERP handoff and audit-ready evidence — with each case connected to its legal entity, cost center, budget owner, approver and policy.
BPMflow sustains that approval path on the definitions already approved in the graph: the level that applies and the route to the approver resolve from the legal entity, the cost center and the policy in force, not from an isolated process diagram. Every return with an observation is recorded as an intermediate state of the case, with an owner, a due date and the evidence still missing: the case stays open until the observation is resolved. Once approval is complete, the case file is ready for recording or integration, and closure is confirmed from the authorized financial system — it is not declared closed in the queue.
The result is not another spreadsheet. It is a complete operational case file.
03 · Capabilities
Controlled intake of CAPEX/OPEX requests, with minimal data, legal entity, cost center, amount, category and justification.
Routing by legal entity, country, cost center, budget owner, policy and required approval — no rigid hard-coded rules.
Coordination across requester, budget owner, controller, Finance Shared Services and other defined approvers, with each decision signed by its author.
Classification of returns, observations and corrections to tell apart data errors, missing evidence, amount change or budget adjustment — with human-in-the-loop.
Operational closure prepared for integration, load or update in ERP, EPM or financial systems per the client model — without extending the core.
Comments, attachments, approvals, observations, states and decisions stay in a traceable case file.
04 · Roles
Initiates the request and answers observations.
What they see
The status of their request, which approval level it is at, what is missing and what observations each approver left — on a single view.
What they do
Initiates the request, provides justification, attaches evidence and answers observations.
Classifies, reviews and coordinates the flow.
What they see
The queue with requests by status, legal entity, cost center, owner and SLA; the supporting evidence; the case history.
What they do
Classifies the case, reviews completeness, coordinates approvals and manages rework.
Validates budget, policy and conditions.
What they see
The requests pending at their level, the supporting evidence, the impact on the cost center and the available budget.
What they do
Validates budget, policy, cost center, amount and approval conditions; approves, rejects or returns with an observation.
Controls the operational handoff and exceptions.
What they see
The queue of events toward the ERP and the integrations with an observation or exception.
What they do
Reviews the operational handoff, controls exceptions and ensures the case is ready for recording or integration.
05 · Rollout
EAFlow is implemented over the current operating model. It does not require replacing ERP, EPM, procurement or accounting systems.
1 · Operating model discovery
Legal entities, cost centers, request types, approval rules, owners, policies and systems involved. Scope is declared on the Operational Graph.
2 · Workflow configuration
Rules by legal entity, cost center, amount, category, approver, policy and required documentation.
3 · Launch & handover
Operational queue, forms, states, reports, training and handover to the Finance Shared Services team.
06 · Scenarios
Budget approvals should not depend on scattered emails or parallel spreadsheets. EAFlow lets Finance Shared Services run every request with workflow, approvals, observations, handoff and traceable evidence.
Finance Shared Services — Budget Approval Workflow is an accelerator for Finance Shared Services on the EAFlow Operational Graph. It coexists with ERP, EPM and financial platforms. It does not replace core systems: it adds workflow, routing, approvals, traceability and evidence, and prepares the handoff or integration per the client model. Finance Shared Services — Budget Approval Workflow is the entry point for CAPEX/OPEX budget approval: request, levels, observations, handoff and case file. When an approved decision carries conditions that are tracked after approval —owners, due dates and evidence of compliance— the path continues in Financial Decision & Investment Governance.
