A system of record, not a system that records.
Policy is applied at the point of creation, not discovered in an audit afterwards. The rules do the refusing quietly, before anything is committed.
The limit has the awkward conversation, so no person has to.
Templates as policy, not convenience.
Approved event shapes, with the mandatory fields and the required approvals already inside. A new coordinator cannot create a non-compliant event, because the non-compliant version is not on the menu.
The request arrives complete.
09:02. J. Hale requests Q4 Client Summit from the client dinner template. Twelve required fields, already filled. £48,000 requested.
Approval is the only door.
09:41. R. Osei approves the budget at £48,000. Nothing was committed until she did.
The record closes itself.
16:26. Finance closes the event. Actuals £47,620 against approved. Every step above was written as it happened.
The complete record.
Who requested it, who approved it, when, what changed, what it cost, who attended. Reconstructable end to end, exportable, retained for as long as your policy says.
What this prevents.
Four ways a client event can put an organisation at risk and, for each one, the record that shows it didn’t. Pick a scenario.
One
Two
Three
Four
When someone asks, you’ll have the answer.
See it against your own controls.
Walk the governed lifecycle on your own policies with a product expert. We’ll run a real event end to end and show the record it leaves.
Book a demo