Enate use cases
Whether you work in finance or insurance, discover where Enate’s workflow orchestration and AI capabilities can add value in your operation.
Absence and leave administration
Enate automates the tracking, approval and reporting of employee absence and leave, keeping policies applied consistently across the workforce.
Bonus calculation with payments
Enate automates bonus calculations and payment processing, applying rules consistently and reducing reliance on manual spreadsheets.
Employee data and file management
Centralise and maintain accurate employee records with Enate, ensuring secure access and audit-ready file management.
Employee expense management
Enate streamlines the submission, approval and reimbursement of employee expenses, removing the spreadsheets and chasing.
Fixed term contract monitoring
Track contract end dates and renewal triggers automatically with Enate, so no fixed term arrangement slips through unnoticed.
Job change
Enate orchestrates internal job change workflows end-to-end, coordinating data updates, approvals and notifications across HR and payroll.
Leaver
Manage the full leaver process with Enate, automating exit checklists, system removals and final pay calculations.
New joiners registration
Onboard new joiners faster with Enate's automated registration workflows, capturing required data and triggering downstream tasks.
Payroll legislation changes
Enate keeps payroll teams ahead of legislative changes by routing updates, approvals and configuration tasks through controlled workflows.
Payroll payments
Process payroll payments accurately and on time with Enate's automated workflow, reducing manual intervention and audit risk.
Payroll run
Run payroll cycles end-to-end in Enate, with each step tracked, reviewed and signed off in a single auditable workflow.
Retirement and pension administration
Enate handles retirement and pension administration with structured workflows, ensuring contributions, calculations and communications stay on track.
Statutory payroll reports
Generate and submit statutory payroll reports through Enate, with workflow controls ensuring accuracy and compliance with local rules.
Trust account payments
Manage trust account payments through Enate, with role-based approvals, full audit trails and segregation of duties built in.
Work permit and visa processing
Coordinate work permit and visa applications inside Enate, with built-in deadlines, document checks and renewal reminders.
Have something else in mind?
Our workflow, ticketing, case management and AI solution is industry-agnostic. If you have a different process in mind that you need help organizing, streamlining or automating, we can help.
Annual accounting and tax schedules
Enate plans and tracks annual accounting and tax schedules, keeping every deadline visible and every task accounted for.
Audit process
Manage the audit process with Enate, coordinating evidence gathering, queries and sign-offs in a single transparent workflow.
Bookkeeping
Streamline routine bookkeeping with Enate's automated workflows, ensuring transactions are recorded accurately and consistently.
Cash allocation bookkeeping
Enate automates cash allocation bookkeeping, matching incoming receipts to invoices and accounts with minimal manual effort.
Corporate reporting
Run corporate reporting cycles through Enate, automating data collection, validation and sign-off across entities.
Direct tax compliance
Enate handles direct tax compliance workflows, ensuring filings, payments and documentation are completed on schedule.
GAAP conversion
Coordinate GAAP conversion projects in Enate, with structured workflows for adjustments, reviews and approvals across reporting frameworks.
Indirect tax compliance
Run indirect tax compliance through Enate, automating data collection, return preparation and submission tracking.
Inventory
Track inventory processes through Enate's workflows, keeping counts, reconciliations and adjustments fully auditable.
Payments
Process supplier and client payments through Enate, with controlled approvals, segregation of duties and complete audit trails.
Procurement
Enate runs procurement workflows end-to-end, from request to purchase order, with built-in approvals and policy controls.
Statutory financial statements
Produce statutory financial statements in Enate, with controlled workflows ensuring accuracy, completeness and reviewer accountability.
Statutory financial statement with audit
Prepare statutory financial statements alongside the audit process in Enate, keeping evidence, reviews and approvals tightly linked.
Tax payments by client
Manage tax payments per client through Enate, with deadlines, approvals and remittance evidence tracked in one place.
Transfer pricing
Manage transfer pricing documentation and reviews in Enate, keeping intercompany evidence and approvals organised and audit-ready.
Vendor invoice bookkeeping
Automate vendor invoice bookkeeping with Enate, capturing data, posting entries and routing exceptions for review.
Year end close
Coordinate year end close activities in Enate, with task ownership, deadlines and review steps built into the workflow.
Have something else in mind?
Our workflow, ticketing, case management and AI solution is industry-agnostic. If you have a different process in mind that you need help organizing, streamlining or automating, we can help.
Annual general meeting
Coordinate annual general meeting preparation and follow-up in Enate, from notices and papers through to minutes and resolutions.
Arranging power of attorney
Manage power of attorney requests and approvals through Enate, with document tracking and sign-off built into the workflow.
Bank account change
Enate orchestrates bank account change requests, capturing approvals, signatories and downstream system updates in one controlled flow.
Bank account closure
Run bank account closure workflows in Enate, ensuring balances, mandates and documentation are handled in the right order.
Bank account opening
Open new bank accounts through Enate's automated workflow, with KYC, signatories and approvals coordinated end-to-end.
Bank user admin management
Manage bank user access in Enate, with role changes, approvals and revocations tracked for audit and segregation of duties.
Board meetings
Prepare and follow up on board meetings inside Enate, coordinating agendas, papers, minutes and action tracking in one place.
Certificate exchange
Process certificate exchanges through Enate, with tasks, validations and approvals routed automatically to the right people.
Change in financial year end
Run financial year end changes through Enate, ensuring approvals, filings and downstream reporting impacts are tracked.
Change in registered address
Update registered address details across registries and systems through Enate, with each change tracked and confirmed.
Change of company name
Manage company name changes in Enate, coordinating filings, system updates and stakeholder communications without missing a step.
Corporate tax return
Manage corporate tax return preparation and submission in Enate, with reviews, approvals and evidence captured at every step.
Customer due diligence
Run customer due diligence checks through Enate, with structured workflows for KYC, screening and ongoing monitoring.
Dissolution of a company
Manage company dissolutions in Enate, coordinating closure tasks, filings and approvals through a single auditable workflow.
Interest payment date
Track and process interest payment dates in Enate, ensuring calculations, approvals and remittances happen on schedule.
Investment analysis
Coordinate investment analysis tasks in Enate, routing reviews, approvals and supporting documentation through a single workflow.
Investor closing
Run investor closing processes through Enate, coordinating subscription documents, KYC and capital call activity end-to-end.
Inward payments validation
Validate inward payments through Enate, with automated checks, exception handling and audit trails on every transaction.
Management fee
Calculate and process management fees through Enate, applying rules consistently and routing approvals before payment.
Payments
Process outbound fund payments through Enate, with approvals, segregation of duties and full audit trails on every release.
Periodic risk management checks
Run periodic risk management checks in Enate, ensuring reviews, escalations and remediation are tracked to closure.
Registry filing
Coordinate registry filings in Enate, ensuring statutory submissions are prepared, reviewed and lodged on time.
Regulatory reports
Prepare and submit regulatory reports through Enate, with structured data collection, review and approval workflows.
Service agreements validation
Validate service agreements in Enate, ensuring terms, signatories and approvals are reviewed and recorded consistently.
Share and rights transfer
Process share and rights transfers in Enate, with structured approvals, registry updates and document handling built in.
Statutory financial statements
Produce fund statutory financial statements in Enate, coordinating data, reviews and sign-offs in a single controlled workflow.
Have something else in mind?
Our workflow, ticketing, case management and AI solution is industry-agnostic. If you have a different process in mind that you need help organizing, streamlining or automating, we can help.
Change request
Manage change requests through Enate, coordinating impact assessment, approvals and implementation in one controlled workflow.
Client request handling
Capture, triage and resolve client requests inside Enate, with SLAs, ownership and updates visible at every step.
Mass notification
Send and track mass notifications through Enate, with delivery, acknowledgement and follow-up captured in the workflow.
Triage
Route incoming work to the right team automatically with Enate, applying rules to prioritise and assign each item consistently.
Have something else in mind?
Our workflow, ticketing, case management and AI solution is industry-agnostic. If you have a different process in mind that you need help organizing, streamlining or automating, we can help.
Annual review of fixed asset net book value
Run the annual fixed asset net book value review in Enate, coordinating data, valuations and approvals across teams.
Cash management
Run internal cash management activities in Enate, with forecasting, approvals and reconciliations tracked in one workflow.
Client termination
Coordinate client termination tasks in Enate, ensuring contractual, financial and operational steps are completed cleanly.
Close client, contract or project
Run client, contract or project closure through Enate, with structured tasks, approvals and handovers captured end-to-end.
Corporate income tax filing
Prepare and submit internal corporate income tax filings through Enate, with reviews and evidence captured in workflow.
Employee maintenance
Maintain employee records, roles and changes through Enate, keeping data accurate across HR, finance and payroll systems.
Employee termination
Manage internal employee terminations in Enate, coordinating offboarding, system removals and final pay through a single workflow.
Expense report processing
Process internal expense reports through Enate, automating reviews, approvals and payment with consistent policy application.
Indexation
Apply contractual indexation in Enate, ensuring rate changes are calculated, approved and rolled out consistently.
Invoice management
Track internal invoices through Enate's workflows, with statuses, approvals and exceptions visible in real time.
Invoice processing
Automate internal invoice processing in Enate, capturing data, posting entries and routing exceptions efficiently.
Management of time records
Manage time records in Enate, with submissions, approvals and corrections tracked for billing and reporting accuracy.
Payment processing
Run internal payment processing through Enate, with approvals, segregation of duties and audit trails built in.
Productivity report
Generate productivity reports through Enate, drawing on workflow data to give an accurate picture of team performance.
Set up employee
Set up new employees in Enate, automating data capture, system access and onboarding tasks across departments.
Standard reports
Generate standard internal reports through Enate, drawing on consistent workflow data for accurate, repeatable outputs.
Tax accruals
Manage tax accrual calculations and reviews in Enate, keeping evidence and approvals organised for audit.
VAT filings
Coordinate VAT filings inside Enate, with data preparation, review and submission steps tracked end-to-end.
Have something else in mind?
Our workflow, ticketing, case management and AI solution is industry-agnostic. If you have a different process in mind that you need help organizing, streamlining or automating, we can help.
