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Functional area

Finance Area

Keep financial operations running continuously, in a controlled and verifiable manner

The MasterBase® Essential Systems enable various Finance department operations to be supported through automation, ranging from communications and processes to control and record retention.

Financial Processes Running Continuously
Centralized and traceable evidence
Greater control and operational visibility
Explore the Essential Systems for Finance ↓
Operational Challenge

Finance needs more than just task automation

Finance departments coordinate processes, communications, documents, approvals, and supporting documentation across different systems and people.

When these operations rely on fragmented execution, it becomes more difficult to ensure their continuity, control, and traceability.

MasterBase® enables these operations to be handled using Essential Systems operated continuously by PLCs.

Explore capabilities for finance operations

Each Essential System performs a specific operation and provides operational capabilities through Automata. Explore how they can be applied in the Finance department.

MB3 Email
Marketing
COMMUNICATE

MB3 Email Marketing

Financial Communications
with customers and audiences

It enables automated and scheduled communications using data and segmentation, expanding the department's communication capabilities.

In Finance, you can contribute to:
communications related to financial processes that require scheduled or segmented transmissions.

Shipping
automated

Segmentation
audiences

Communications
in real time

Learn About MB3 Email Marketing
MB3 Dashboard Campaigns Contacts Reports Automation LOGO Payment Notice Campaign Sent 12.480 Recipients 96% Delivered 28% Opening MB3 Payment Notice Customers Suppliers Contributors
Categories

Different operations. The same Operational Capability model.

Essential Systems can contribute to Finance across various operational categories:

RUN

Processes that must occur continuously.

COMMUNICATE

Results, events, or decisions that need to reach the appropriate people.

CONTROL

Visibility and control over the operation.

SAFEGUARD

Preservation of documents, records, and evidence.

Frequently Asked Questions

Frequently Asked Questions About Finance

What problems can MasterBase® solve in the Finance department?

Its Essential Systems support specific operations that the department needs to keep running—processes, communications, control, and evidence preservation—and provide each with operational capability through Automata.

How do Mission-Critical Systems Play a Role in Finance Operations?

Each Essential System handles a specific operation and retains its official definition. In Finance, only the context of application changes: which operations within the area it can support and what operational capabilities it provides. For example, MB3 Email Marketing can support communications related to financial processes that require scheduled or segmented mailings.

How Do Automata Work?

Automated systems continuously perform the operations that underpin each Essential System. In this way, they expand the area’s operational capacity and contribute to the continuity, control, and traceability of financial operations, without relying on fragmented execution.

Which Essential System corresponds to each financial need?

It depends on the operation that needs to be supported. The categories of Operational Capacity guide the choice:

  • Run — financial processes that must occur on an ongoing basis.
  • Communicate — results, events, or decisions that need to reach the appropriate people.
  • Control — visibility and control over financial operations.
  • Safeguard — preservation of documents, records, and evidence.

If the need involves more than one operation, different Essential Systems may be applied, each according to its own capacity.