Solutions Finance process documentation

Month-end shouldn't live in one person's head.

Record the close, the payment run or a reconciliation in the ledger client you actually use. Stepwright captures desktop software browser tools cannot see, and the figures can be redacted before a procedure is shared.

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Free plan, no credit card. Data processed in Frankfurt.

In short

Stepwright documents finance procedures by recording them in the systems they are performed in. As a native Windows recorder it captures ERP, payroll and banking desktop clients as well as web tools, building a numbered guide with a screenshot and a written instruction per step. Sensitive figures can be redacted on paid tiers before a procedure is shared or filed.

Close depends on one person knowing the order things have to happen in, and that order is written down nowhere.

Most of the work happens in an ERP or payroll client a browser-based capture tool cannot see at all.

When an auditor asks how a control is performed, the answer is a verbal walk-through with nothing behind it.

Procedures contain live balances and bank details, so whoever writes them up has to sanitise every screenshot by hand.

From one run of the close to a filed procedure.

Whoever normally runs the process runs it once more, with Stepwright recording the screen and the controls they say out loud. Out comes a numbered procedure with a screenshot per step, the figures redacted on a paid tier, and a version you can put in the audit file.

01 / 04

Record it in the ledger client, not a re-enactment of it

The close checklist, the payment run, the reconciliation — performed in your real ERP, payroll or banking software. Stepwright records natively on Windows, so thick desktop clients and remote sessions are captured as readily as a browser tab.

  • ERP desktop client
  • Payroll software
  • Banking portal
  • Remote session

02 / 04

Narrate the control, not the keystroke

Which figure you reconcile against, who has to sign off before the next step, what to do when it does not balance. Say it and it becomes step context, so the procedure records the control itself. On Teams, ledger names and entity codes go in your custom vocabulary so they transcribe correctly.

Month-end · Close

Journal entry

March · Accruals

£62,400.00

Prepayments £28,900.00
Accrued costs £24,300.00
FX revaluation £9,200.00
Reviewer sign-off Required
A spoken note captured with the recording: “Anything over fifty thousand needs a reviewer who didn't prepare it.”

03 / 04

The procedure can be read without the numbers

Guides are private by default. On paid tiers, redact account numbers, bank details, salaries and live balances in the screenshots, so a reviewer, a new joiner or an auditor can follow the procedure without seeing the data it happened to be performed on.

Stepwright: the procedure can be read without the numbers

Redacted before sharing

24 fields

  • Billing contacts
  • Bank details
  • Balances

04 / 04

One current version, for handover and for audit

Export to PDF, HTML or Markdown for the controls file, and when a system or a control changes, record only that part. The documented procedure then matches the one people are actually performing, which is the only version worth filing.

What a finance team gets out of it.

Close does not depend on one person

A screenshotted, narrated procedure means a colleague can run the month-end sequence in the week the usual owner is unavailable.

Captures ERP and payroll clients

Native Windows recording reaches the thick desktop applications and remote sessions finance actually runs on, which browser tools cannot capture.

Evidence of how a control is run

A step-by-step record with screenshots shows a reviewer how a control is executed, rather than how someone remembers describing it.

Figures stay out of the document

Redaction on paid tiers strips balances, bank details and employee data from the screenshots before a procedure is shared or filed.

Your terminology, transcribed right

Add ledger names, entity codes and system acronyms to the custom vocabulary on Teams so spoken narration lands accurately in the written steps.

Handover in an afternoon

Recording each recurring procedure once gives a leaver's successor something to follow, instead of a fortnight sitting alongside them.

Questions from finance teams.

Related

If it runs on a Windows desktop, yes. Installed ERP, accounting, payroll and banking clients are captured natively, as are remote sessions into them. That is the usual reason finance teams choose it over browser-extension tools, which only see web pages.

Guides are private by default and encrypted in transit and at rest. On paid tiers you redact the screenshots — account numbers, bank details, salary figures, live balances — before a procedure is shared or filed.

Stepwright produces a numbered procedure with a screenshot and a written instruction per step, exportable to PDF, HTML or Markdown for your controls or audit file. Whether that satisfies a particular framework or auditor is a judgement for your finance and compliance leads, not something we can promise on their behalf.

Record the part that changed. Those steps update and the rest of the procedure, including your own edits, stays as it was. That is deliberately cheaper than editing a written document, and it is what keeps the filed procedure matching the real one.

Record next month's close.

One run produces the procedure, and on paid tiers the narrated video and the export for your audit file. The free plan needs no card.

Document your close See pricing