Nadia P.Validated Reviewer
Program Manager · Financial services · 201–1,000 employees
4.0
March 20, 2026
“Workflow OS for our middle office”
Used daily for 1–2 years
We digitized approval chains and request intake that used to live in email. The form-to-board pipeline with automated routing cut turnaround times roughly in half. IT liked the SOC2 posture and SCIM provisioning on the Enterprise tier.
Pros
Forms + automations for approvals, enterprise controls, reliability.
Cons
Enterprise tier required for the good governance features; pricing pressure at renewal.