# Finance processes

URL: /workflows/finance/processes · Id: `page:workflows/finance/processes`

> The Processes the Finance Team runs, from budgets and spend approval to collections, payouts, the monthly close and tax.

The [Finance Team](/agents/finance) runs eight [Processes](/business/nouns/process) that set each [Budget](/business/nouns/budget) and move, govern and record every dollar a [Startup](/business/nouns/startup) touches. One-way money calls in each wait out a [delay window](/agents/autonomy-levels/delay-windows) before they proceed.

| Process | What it decides | Accountable | Runs as |
| --- | --- | --- | --- |
| [Budget](/workflows/processes/budget) | Each month’s Budgets and the six-month [Forecast](/business/nouns/forecast) | [Finance Lead](/agents/finance/finance-lead) | [Monthly budget](/workflows/processes/budget/monthly-budget), when the [Period](/business/nouns/period) closes |
| [Expense approval](/workflows/processes/expense-approval) | Which card charges pass on their [Mandate](/business/nouns/mandate) and which the [Founder](/agents/founding/founder) approves | [Treasurer](/agents/finance/treasurer) | [Approve spend](/workflows/processes/expense-approval/approve-spend), on every charge |
| [Runway](/workflows/processes/runway) | Whether the Startup is default alive | [Finance Lead](/agents/finance/finance-lead) | [Default-alive check](/workflows/processes/runway/default-alive-check), weekly |
| [Payables](/workflows/processes/payables) | Which [Bills](/business/nouns/bill) go out, and when | [Finance Lead](/agents/finance/finance-lead) | [Pay bills](/workflows/processes/payables/pay-bills), on each Bill |
| [Supplier payouts](/workflows/processes/supplier-payouts) | What each [Supplier](/business/nouns/supplier) earned and what is held | [Treasurer](/agents/finance/treasurer) | [Pay suppliers](/workflows/processes/supplier-payouts/pay-suppliers), weekly |
| [Billing](/workflows/processes/billing) | Charging, retrying, refunding and answering chargebacks | [Billing Specialist](/agents/finance/billing-specialist) | [Dunning](/workflows/processes/billing/dunning), [Issue a refund](/workflows/processes/billing/issue-refund), [Answer a chargeback](/workflows/processes/billing/answer-chargeback) |
| [Trials and plan changes](/workflows/processes/plan-changes) | When a trial converts and how a plan change is prorated | [Billing Specialist](/agents/finance/billing-specialist) | [Convert a trial](/workflows/processes/plan-changes/convert-trial), [Change a plan](/workflows/processes/plan-changes/change-plan) |
| [Books](/workflows/processes/books) | Reconciling, recognizing revenue and locking the Period; registering and filing tax through Stripe Tax | [Finance Lead](/agents/finance/finance-lead) | [Monthly close](/workflows/processes/books/monthly-close), [Tax filing](/workflows/processes/books/tax-filing) |