Finance & Legal

Finance and legal requests buried in email. No audit trail. No accountability. That's a risk.

Finance and legal teams managing internal requests via shared inboxes and ad-hoc email create a compliance risk — nothing is tracked, nothing is attributed, and nothing is auditable. Vivantio brings structured service management to finance and legal operations, without ITIL jargon or IT overhead.

Demo built around your finance and legal request types. ~30 minutes.

100%
Audit trail coverage
3 wks
Typical time to go live
4.7★
Average G2 rating
Vivantio finance and legal service management

Finance and operations teams at leading organisations

Structured, auditable operations

Service management built for teams where accuracy matters.

Finance and legal teams need the same service management rigour that IT uses — structured intake, clear ownership, audit trails and SLA accountability — without the ITIL complexity.

Structured request intake

Every request captured. Properly. Not in a reply-all email chain.

Vivantio gives finance and legal teams structured intake forms for every request type — contract review, purchase approval, query handling, vendor management — so nothing arrives as an ambiguous email and nothing is lost in a shared inbox.

  • Configurable intake forms per request type
  • SLA tracking with escalation before breach
  • Named ownership per request — no shared accountability
Explore request management
Finance and legal request management in Vivantio
Full audit trail

Who touched it. What they did. When. Always.

Finance and legal functions face internal audit, external compliance reviews and regulatory scrutiny. Vivantio's immutable activity log records every action on every request — timestamp, user, change — so demonstrating compliance is straightforward, not a manual reconstruction from email chains.

  • Immutable, timestamped activity log per request
  • Exportable audit reports for compliance review
  • Change history preserved — nothing can be quietly amended
Explore audit and reporting
Audit trail in Vivantio for finance and legal
Approval workflows

Multi-stage approvals that don't require email chasing

Finance approvals often require sign-off from multiple stakeholders. Vivantio's approval workflow routes requests through defined approval stages — notifying each approver in turn, tracking status and escalating if a stage stalls — without manual chasing.

  • Multi-stage configurable approval workflows
  • Automated notifications and escalation reminders
  • Full approval chain recorded against the request
Explore workflow automation
Approval workflows in Vivantio for finance and legal
Complete finance & legal service platform

Structured service management from intake to audit.

Employee requests, approvals, case management, audit trail, self-service and reporting — all included in your Vivantio licence, without ITIL overhead or IT involvement.

Employee self-service portal

Employees submit finance and legal requests via a structured portal — no more ad-hoc email to the wrong inbox.

SLA tracking & escalation

Response and resolution targets per request type — tracked automatically with escalation before breach.

Automation & routing

Route each request type to the right person automatically — no manual triage, no shared inbox ambiguity.

Reporting & dashboards

Request volumes, open approvals and SLA performance — visible to team leads without IT involvement.

Policy & procedure knowledge base

Common employee questions answered at the portal — reducing routine enquiries to finance and legal teams.

Integrations

Connect to your finance and legal stack.

Vivantio's FLEXBridge connects to ERP, document management, directory services and communication tools — no code required. Microsoft Teams, SAP, DocuSign, Active Directory and hundreds more.

FLEXBridge Microsoft Teams SAP DocuSign Active Directory + hundreds more
Finance and legal teams on Vivantio

Compliance-ready service management. Without the enterprise overhead.

0%
Audit trail coverage
Every action logged. Every change attributed. Nothing happens in Vivantio without a timestamp and a user record.
0
To go live
A dedicated consultant configures Vivantio around your request types, approval flows and team structure — fast.
0
Average G2 rating
Rated by service management professionals across IT, customer service, compliance and operations.
Recognised across service management categories
Getting Finance and Legal live on Vivantio

Live in weeks. No IT project. No ITIL training.

Finance and legal teams configure their own workspace — with their own request types, approval flows and reporting — independently of IT, using terminology that makes sense for their function.

Finance language, not ITIL jargon

Vivantio is configured for your team's language — requests, approvals, queries, reviews. No incidents, changes or CIs unless you want them.

★★★★★ We ditched a 3-year development project in Dynamics with multiple full-time on-staff developers and replaced it with Vivantio in 3 weeks. G2 Review · Verified User

One platform for the whole organisation

Finance, Legal, HR, IT and Facilities can all share one Vivantio platform — each with a completely separate, private workspace — on one licence.

★★★★★ We evaluated 8 different vendors, and Vivantio was our number one choice. It's full-featured, has all the solutions we needed in one place. G2 Review · Verified User

Support that understands compliance requirements

Vivantio support engineers understand compliance-sensitive operations — they'll configure your audit trail and reporting requirements correctly from the start.

★★★★★ I've worked in IT for 35 years, and I cannot think of another vendor that gets support so right, so often. G2 Review · IT Professional
Common questions

Finance & legal service management: what teams ask us

Can Vivantio manage legal intake and request workflows?

Yes. Vivantio can be configured for legal teams to manage contract review requests, legal queries and matter intake — with structured forms, SLA tracking, ownership and a complete audit trail. Every request is tracked from receipt through to completion, with all activity logged.

Does Vivantio support multi-stage approval workflows for finance?

Yes. Vivantio supports configurable multi-stage approval workflows — routing requests through defined approval stages, notifying each approver in sequence, tracking status and escalating if a stage stalls. The full approval chain is recorded against the request.

Does Vivantio maintain a complete audit trail?

Yes. Every action in Vivantio is logged with timestamp and user attribution — creating a complete, immutable audit trail across all finance and legal service requests. This supports internal audit, external compliance reviews and regulatory requirements.

Can Finance and Legal use Vivantio independently of IT?

Yes. Finance and Legal teams can operate completely independent workspaces on Vivantio — with no access to IT or HR data, their own forms, SLAs and reporting — without any IT involvement in their day-to-day operations. If IT already uses Vivantio, adding Finance or Legal costs nothing extra in platform fees.

Ready to bring structure to finance and legal service delivery

See finance and legal service management built around your workflows

We'll show you how Vivantio handles structured intake, approval workflows and audit trails for finance and legal teams — configured around your operation.

~30-minute demo No ITIL jargon Full audit trail from day one