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Integrations

ITxM Platform

Unified IT operations and service management

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AI-powered ITSM for the Modern Enterprise

AI-native Incident Management for the Modern Enterprise

Status Pages

Communicate service health in real time

A connected AI fabric, woven across the Xurrent platform, Sera AI brings together signals, service data, and workflows to reduce noise, focus teams on what matters, and accelerate action across IT and the enterprise.

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FEATURES

AI-Powered Incident Management

Helps service desk teams resolve issues faster.

Service Desk

Built to streamline IT workflows and elevate the employee experience from day one.

Workflow Automation

Centralize and coordinate automation efforts across your entire enterprise.

AI Virtual AgentOn-call ManagementSLA ManagementIncident Management for ITSM
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INDUSTRIES

Manufacturing

Resolve issues quickly with an AI-powered system that automates ticketing.

Financial Services

Resolve issues quickly with an AI-powered system that automates ticketing.

SaaS

Resolve issues quickly with an AI-powered system that automates ticketing.

E-commerce

Resolve issues quickly with an AI-powered system that automates ticketing.

USE CASES

AI Service Desk

Resolve issues quickly with an AI-powered system that automates ticketing.

Enterprise Service Management

Resolve issues quickly with an AI-powered system that automates ticketing.

  1. Help
  2. Administration & Configuration
  3. Roles & Permissions
  4. Directory Financial Manager
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  1. Help
  2. Administration & Configuration
  3. Roles & Permissions
  4. Directory Financial Manager
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Directory Financial Manager

Directory Financial Manager role allows users to review financial records and maintain financial details for their organization.

In a directory account, the Financial Manager role is intended for people who maintain the financial information for their organization, such as financial controllers. A user whose Person record is linked to the Financial Manager role of a directory account is able to review the following records of that account:

Apart from being allowed to view these records, people with the Financial Manager role of a directory account can also maintain the information in the ‘Financial Details’ section of person records of that account.