Digitise, control and accelerate financial processes with Integra e-Forms - secure, auditable workflow automation built for public sector finance teams.
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After five decades of working with public sector finance leaders and their teams, we have seen workflow history evolve. Finance operations have progressed from being manual, paper-based processes to fully digitised workflows with self-serve capabilities.
If your processes still rely on emails, spreadsheets and paper-based approvals - and you need to reduce delays, duplication as well as limited visibility and risks for CFOs and finance leaders - you are in the right place.
Integra’s configurable e-Forms are a module within our fully integrated finance system that allow finance teams to design, manage and automate organisational workflows directly within the Integra platform.
Finance teams can quickly create and adapt the Integra workflows to initiate supplier, customer and user requests, general ledger coding elements and cost centre setup without complex development or IT dependency. This self-service capability enables finance leaders to standardise processes, enforce financial controls and capture accurate data at the source.
E-Forms transform fragmented processes into secure, digital workflows fully integrated with the Integra finance management system. The result is faster decisions, stronger governance and less manual administration, freeing finance teams to focus on strategic financial leadership rather than chasing paperwork.
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Key features of Integra’s e-Forms
End-to-end digital workflows: Finance teams can automate requests, approvals and data capture, reducing administrative workload and eliminating manual re-keying of information.
Stronger financial governance and compliance: CFOs gain confidence that processes align with internal governance, standing financial instructions and external regulatory requirements.
Real-time visibility for finance leadership: Track requests, approvals and workflow status in real time.
Accelerated decision making: Automated routing ensures forms reach the right approvers instantly. Notifications and escalation rules prevent delays, enabling faster operational decisions and improved service delivery.
Reduced risk and improved audit readiness: Every action is securely logged with a full digital audit trail. This supports internal audit, external audit and regulatory reviews, providing clear evidence of compliance and financial control.
Full integration with Integra financials: Information captured through e-Forms feeds directly into Integra modules, eliminating duplicate entry and improving data accuracy across purchasing, finance and operational systems.
Flexible configuration without complexity: Finance teams can easily design and adapt forms and workflows to support evolving processes, policies and organisational structures without extensive systems admin involvement.
Greater productivity across the organisation: Staff can submit requests quickly via intuitive web forms, reducing back-and-forth communication and freeing finance teams from manual administration.
FAQs
See AllIntegra e-Forms are configurable electronic forms that allow organisations to digitise requests, approvals and operational workflows across finance and related departments. Instead of relying on paper forms, emails or spreadsheets, staff submit structured information through secure online forms which are automatically routed through defined approval workflows.
e-Forms remove manual data entry, streamline approvals and ensure that all requests follow the correct financial controls. Finance teams spend less time chasing information or correcting errors and more time focusing on financial management and strategic analysis. Automated workflows also reduce delays and improve organisational efficiency.
Every submission, approval and change is captured within a full digital audit trail. Approval hierarchies, authorisation limits and workflow rules ensure that processes comply with internal governance policies and regulatory requirements. This provides clear evidence for internal and external audits while strengthening financial oversight.
Organisations typically use e-Forms for a wide range of finance-related processes, including:
Supplier, customer and user onboarding and amendments
New requests for Chart of Account additions
Expense and claim approvals
HR and payroll-related finance workflows
Asset requests and capital approvals
However, forms can be configured for virtually any organisational process requiring structured information capture and approval workflows.
Yes. e-Forms are fully integrated with the Integra platform, allowing captured data to feed directly into financial processes and modules. This reduces duplication, improves accuracy and ensures finance teams are always working with up-to-date information.
Absolutely. e-Forms are designed to be flexible and configurable so organisations can adapt forms, workflows and approval structures as policies, governance requirements or organisational structures evolve.
