For Finance & Accounting

Financial processes that pass every audit

Document critical workflows, maintain compliance, and scale your finance operations. Be audit-ready at all times while saving hours every week.

Trusted by 185,000+Finance & accounting teams
Financial processes that
80%
Less documentation time
50%
Faster new hire ramp
99%
Audit readiness
35hrs
Saved per person/month

Why teams choose MagicDemo

Automate Documentation

Less time documenting, more time decision-making. Create interactive process guides in minutes, not hours.

Stay Audit-Ready

Keep your processes documented and standardized. Always ready for audits with complete visibility.

Enable Your Team

Put accuracy in everyone's hands with clear, interactive guides for financial tasks and workflows.

Optimize Workflows

Identify inefficiencies and continuously improve your financial processes with data-driven insights.

Everything you need to succeed

Financial Process Documentation

Capture your financial workflows with interactive walkthroughs. Ensure every team member follows the same procedures.

  • Month-end close procedures
  • Reconciliation workflows
  • Expense approval processes
  • Reporting procedures
Financial Process Documentation

Compliance & Audit Support

Maintain audit-ready documentation with version control, approval workflows, and complete audit trails.

  • SOX compliance support
  • Audit trail documentation
  • Control testing guides
  • Policy documentation
Compliance & Audit Support

Team Training & Enablement

Onboard new finance team members quickly with interactive training on your specific tools and processes.

  • ERP system training
  • Tool-specific guides
  • Policy education
  • Cross-training programs
Team Training & Enablement

Process Analytics

Track how your team engages with processes. Identify bottlenecks and opportunities for automation.

  • Process completion tracking
  • Time-to-completion metrics
  • Bottleneck identification
  • Automation opportunities
Process Analytics

The MagicDemo way

Old way

  • Manual documentation taking hours
  • Long new hire ramp times
  • Knowledge silos
  • Audit scrambles
  • Inconsistent processes

MagicDemo way

  • Automatic documentation in minutes
  • Quick ramp with interactive training
  • Easy knowledge sharing
  • Always audit-ready
  • Standardized workflows

Real results. Really fast.

MagicDemo helped us cut documentation time by 80%. Creating instructions that used to take hours now takes minutes.
Matt Jones
Senior Chartered Accountant
Financial Services Ltd.
We reduced new hire training time by 50%. The interactive demos make it easy for anyone to follow our processes.
Kim Leyland-Walker
Assistant Claims Manager
Insurance Corp.
Finally, our SOPs are always up-to-date. No more scrambling before audits to update documentation.
Tim Reardanz
Budget Advisor
Municipal Finance Dept.

Use cases

Create SOPs

Document financial procedures with interactive guides

QuickBooksSage IntacctNetSuiteXero

Build Training Materials

Train teams on financial tools and processes

SAP ConcurBill.comOracleWorkday

Onboard New Hires

Get new team members productive quickly

ADPPaychexPaycorBambooHR

FP&A Documentation

Document planning and analysis workflows

Adaptive InsightsAnaplanPlanfulVena

Compliance & Audit

Maintain audit-ready documentation

BlackLineWorkivaFloQastAuditBoard

Reporting Procedures

Standardize reporting workflows

TableauPower BILookerExcel

Ready to modernize your finance operations?

Join thousands of finance teams already saving time and staying compliant with MagicDemo.

80%
Less documentation time
50%
Faster new hire ramp
99%
Audit readiness
35hrs
Saved per person/month