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GOVERNANCE

Benedict Finance

Financial governance, simplified. Approve financial statements, manage responsibilities, and keep a complete audit trail — all inside your own Microsoft 365 tenant.

WHAT'S INSIDE

Everything needed to review, approve, and document financial statements.

Benedict Finance brings financial statement approvals, responsibilities, and the audit trail behind them into one Microsoft 365-native system.

One system. Clear structure.

Every financial statement for your group in one place — no folders to search, no spreadsheets to reconcile, no email threads to follow.

Benedict Finance home dashboard showing financial statement counts by status

All statements, one list.

Every financial statement across the group sits in a single list, ready to open for review.

My Financial Statements list view in Benedict Finance

Review and decide.

Open a statement, review its documents or contact the person responsible, then approve or reject — all in one place.

Financial Statement details page with approve and reject actions

Shareholder resolution, from the same screen.

Once a financial statement is approved, generate a shareholder resolution without leaving the screen, then send it for electronic signature through your existing e-signature provider — no separate module or workflow.

Approved financial statement with the Generate Resolution action

Documents stay connected.

Related documents — including the shareholder resolution — are stored next to the financial statement and available on any device. No searching, no re-uploading, no duplicates.

Mobile view of shareholder resolution documents in Benedict Finance
WHY SWITCH

Move away from spreadsheets, email threads, and shared folders.

That works — until it doesn't. Audits. Responsibility gaps. No single source of truth. Benedict Finance brings order: one system, with clear structure.

  • One system, one source of truth
  • Clear responsibility for every approval
  • Deadlines tracked and reminders sent automatically
  • Full audit trail, always available
  • Data stays in your Microsoft 365 tenant
  • No per-user licenses or subscriptions
SECURITY & FLEXIBILITY

Security by design. Adapts to how you work.

Access follows Microsoft 365 authentication, role-based access, and item-level permissions — the same trust boundary your organization already relies on. Every company approves differently, so Benedict Finance adapts to your structure, roles, and approval flow, with additional functionality available as a custom order (see our Terms of Use).

See licensing & customization details
AUTH · ROLES · PERMISSIONS
NO EXTERNAL SERVERS

Benedict Finance sits inside the same tenant boundary as the rest of your Microsoft 365 environment.

By design, Benedict Finance operates entirely within your Microsoft 365 tenant — Benedict Corp. does not host or access your data as part of normal operation.

Read licensing details in the FAQ

Ready to bring order to your financial statement approvals?

Contact us if you want this tool for your team.

Contact us