IQ Finance, Spend & Governance

Finance teams need accurate forecasts, reliable data and tools that don't slow them down. The Summer 2026 release modernises the planning experience in IQ workflows for Finance, expands analytics capabilities and removes day-to-day friction for finance teams and budget holders.

• Budget and reforecast more frequently with a modernised planning UI experience across Finance, Forecasting and Planning workflows
• Connect directly to IQ's Intelligent Data platform to analyse Inventory, Order-to-Cash, Purchase-to-Pay and Project Tracking data in your own BI tools
• Reduce reliance on spreadsheets with modernised budget upload processes including Google Sheets-based workflows and user-defined fields on key records

Better data, faster decisions, stronger financial control.

Want to see IQ workflows for Finance in action? Book a demo with our team today.

Procurement and category managers spend too much time on manual contract administration, approval bottlenecks and compliance workarounds. The Summer 2026 release streamlines the key steps across the source-to-contract process — from contract updates and approvals to supplier communications and Procurement Act compliance.

• Update suppliers on draft contracts without recreating records — full version history maintained throughout
• Generate richer contract documents automatically with expanded fields including milestones, classifications and document dates
• Speed up sign-off with automated progression through delegated approval steps and automatic approver assignment
• Find contracts and suppliers faster with enhanced search and flexible filtering by owner, category and country
• Guided workflows for sourcing notices to support adherence with the UK Procurement Act, and submit sourcing notices directly to the Central Digital Platform from within IQ — compliance without needing to know the legislation
• Synchronise editable contract documents with your SharePoint Online tenant for a joined-up document workflow

Less admin. Faster approvals. Stronger compliance.

NHS trusts require specialised capabilities as a result of the complex structure of each organisation, sector specific internal workflows and NHS specific regulations and processes This release delivers NHS-specific integrations and controls that let health finance teams adopt IQ workflows out of the box, without manual workarounds or custom builds.

• NHS-specific integrations for inventory, payroll, AP and supply chain —
• Drill-down capabilities for NHS operational data including payroll
• Additional operational controls for financials transactions

Curious to see it for yourself? Book a demo today.

Risk registers are only useful if they're kept current, consistent and in a format senior stakeholders recognise. The Summer 2026 release makes IQ workflows for Governance & Risk easier to manage at scale — with configurable visualisation, faster navigation and stronger data governance built in.

• Configure risk heat maps to match your own scoring frameworks and visual thresholds — reusable across registers
• Navigate and link risks, controls and assurances quickly within large, complex registers using high-performance search and filtering
• Maintain consistent, audit-ready data with automatic reference number suggestions and safeguards against duplication across multiple users

Risk data your board trusts. Records your auditors can rely on.

Want to see IQ workflows for Governance & Risk in action? Book a demo with our team today.