Overview
Create finance review tasks with required artifacts and approvals.
Problem
Refunds are approved ad‑hoc without consistent checks, creating leakage and audit gaps.
Solution
ActionDesk templates require steps (verify transaction, contact notes, risk signals) and capture approval with audit trail.
How it works
FlowForge opens a task when a refund/chargeback event occurs. Finance reviews attached payment and conversation context, completes a checklist, and requests approval. Outcome triggers the payment action.
Who is this for
Finance Ops
Support L2
Expected outcomes
- Lower refund leakage
- Auditable approvals for compliance
Key metrics
Refund reversal errors
Baseline
3.5 %
Target
0.5 %
Decision turnaround
Baseline
48 hours
Target
12 hours
Gallery
Downloads & templates
Case studies
RetailCo standardizes refunds
Leakage down 70% with required approvals.
Retail Mid‑market APAC
Security impact
- Order/payment references; decision notes · PII: possible (customer identifiers)
Compliance
- SOC2 (approval & audit trails)
Availability & next steps
Pro
Enterprise