financial automation

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A buyer's Guide to AP Invoice Automation Solutions

Published By: Medius     Published Date: Oct 01, 2019
AP automation is often described as low hanging fruit in the garden of digital transformation. And for a good reason – the barrier to entry is impressively low in terms of both cost and effort needed to get up and running, particularly in comparison to the implementation projects for other business applications. Despite that fact, the value provided from AP automation is comparably high. For such an easy implementation, the benefits reach throughout an organization, beyond the walls of the AP department, and are near-immediate from day one of using the solution. Standard benefits include: - Immediate value from day one with an expected ROI within the first year - Up to 95% truly touchless invoice processing with access to real-time cloud data for benchmarking and reporting - Easy access to financial data, such as cash flow & accrual reporting, with full visibility and control of the AP process This guide will help you kick-start your AP automation project by defining the 6 steps to build a solid business case and gain the internal approvals needed to get started.
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ap automation, invoice processing, invoice automation, accounts payable automation, accounting software, accounting automation, microsoft dynamics automation
    
Medius

Technology Guide: Automated Invoice Processing for Microsoft Dynamics

Published By: Medius     Published Date: Oct 01, 2019
Only a best-of-breed AP automation solution can offer the high levels of fully automated, touchless, invoice processing that your organization needs to scale your business operations.MediusFlow is the leading cloudbased solution for Dynamics users that automates the entire accounts payable process, enabling increased efficiency, touchless invoice processing as well as better financial visibility and control. This guide will help you understand... • What AP automation is • The different options available • What to consider when selecting a solution • How to evaluate solutions
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ap automation, invoice processing, invoice automation, accounts payable automation, accounting software, accounting automation, microsoft dynamics automation
    
Medius

Report: Automating financial reporting and technical accounting – are you ready?

Published By: KPMG     Published Date: Oct 04, 2019
New technologies have the potential to transform the finance function. But are financial reporting teams ready to embrace them? We surveyed nearly 100 technical accounting and financial reporting professionals to find out. Read this report to learn: • How automation is being integrated into working processes – now and going forward • What the roadmap to automation looks like • Where your finance function should be heading • Which tools to use to help transform your financial reporting teams • What potential barriers lie ahead and how to overcome them.
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KPMG

ATL3 AMI Value of Travel, Expense, Invoice Management Whitepaper

Published By: SAP Concur     Published Date: Sep 27, 2019
A before-and-after look at the small-to-midsize (SMB) business cost of manually managing company spend, and the ROI of automating these processes AMI-Partners connected with financial decision makers at more than 500 SMBs, across six countries, to better understand the “before and after” experiences of implementing automated financial management solutions. The study found significant automation benefits, such as 530 hours saved annually per finance employee using an integrated travel, expense, and invoice solution. Download the report today to learn more!
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SAP Concur

Professional Services Automation (PSA) and Cloud Accounting from FinancialForce.com

Published By: Financial Force     Published Date: Dec 09, 2011
FinancialForce Professional Services Automation (PSA) is a cloud based services solution.
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Financial Force

Leveraging Intelligent Process Automation: 1300% ROI Delivers $7M in New Revenue Streams

Published By: Automation Anywhere APAC     Published Date: Apr 18, 2019
Bancolombia is an award winning, full-service financial institution that provides banking services to customers in 12 different countries and is one of the 10th largest financial groups in Latin-America.With bots from Automation Anywhere, Bancolombia sifts through structured, semi-structured, and unstructured customer data to transform their BPM. Bots automate hundreds of processes and greatly increasing back office efficiency, saving Bancolombia a significant amount of time servicing customers. This has led to an increase in CSAT numbers and has created additional revenue streams.
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Automation Anywhere APAC

FinancialForce.com: Cloud ERP on the Salesforce1 Platform

Published By: Financial Force     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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Financial Force

How Experience Keeps Top Financial Brands in the Lead

Published By: Adobe     Published Date: Apr 23, 2018
Adobe article that condenses/highlights key findings from the Econsultancy Digital Marketing in the Financial Services and Insurance Sector 2017 Study, an in-depth, 5000+ word report covering FSI executives’ opinions on: – General trends in retail banking, investment banking, and insurance – Internal structures their companies are using to execute digital transformation – The biggest threats/disruptions in the industry – The biggest priorities in 2017 (leaders are focusing on both customer retention and customer acquisition, mainstream is focusing just on customer retention) – Main sources of sales and leads (digital + mobile are steadily increasing sources) – Digital marketing budgets & investment areas (leaders are investing more in digital marketing automation and analytics) – Use of the cloud and AI to automate analysis and marketing – The importance of multichannel personalization – Innovation in the types/formats of products/services provided (leaders are focusing on i
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Adobe

How to Accelerate Your AWS Cloud Journey to Reach Cloud Maturity

Published By: CloudHealth by VMware     Published Date: Apr 15, 2019
Organisations moving to AWS seek improved performance, increased innovation, and a faster time to market—but the road to cloud maturity, and ultimately cloud success, proves both challenging and expensive. Learn to accelerate your AWS cloud journey with: A checklist for determining if you have clear visibility into your AWS environment Expert tips for developing proper cloud security best practices Real examples of financial, performance, and security management policies for automating your cloud ecosystem Looking to optimise your AWS cloud infrastructure? Use this eBook to regain control over your visibility and cost management, security and compliance, and governance and automation.
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CloudHealth by VMware

OpenLab: Juniper's Global Innovation Center

Published By: Juniper Networks     Published Date: Aug 10, 2017
OpenLab provides an environment and set of resources where customers representing telecommunications, education, government, financial services, and virtually every other vertical market can explore new technologies, all in the spirit of network transformation. By examining SDN/network automation solutions such Network Functions Virtualization (NFV), software-defined WAN (SD-WAN), and others, OpenLab offers a platform for developing and delivering new network-integrated functionality that serves the greater need.
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technology efficiency, cloud storage services, mobile devices, applications, online collaboration tools, client services, data encryption, remote access, workflow integration
    
Juniper Networks

The Total Economic Impact™ Of CA Technologies Workload Automation Solutions

Published By: CA Technologies_Business_Automation     Published Date: Jun 29, 2018
CA Technologies automation solutions help organizations increase business productivity by simplifying the management of complex workloads and empowering development teams with self-service tools that accelerate the development and delivery of new and enhanced applications. CA Technologies commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) that enterprises may realize from automation. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of CA on their organizations. To better understand the benefits, costs, and risks associated with CA workload automation (WLA) solutions, Forrester interviewed an existing customer with years of experience using CA. The organization that Forrester interviewed manufactures consumer electronics that it sells through retailers around the globe. Download this whitepaper to find out more.
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CA Technologies_Business_Automation

Automating Oracle E-Business Suite Processes

Published By: CA Technologies_Business_Automation     Published Date: Jun 29, 2018
You’ve made a major investment in Oracle E-Business Suite applications to run your critical enterprise processes. But these processes stretch beyond Oracle E-Business Suite and rely on a mix of custom and packaged applications. Management of your critical enterprise processes has become a pressing challenge. Too many staff are tied up in managing the process, as well as finding and diagnosing process errors. SLAs are frequently missed, and customers perceive poor quality of service due to the recurring errors and delays, which are now impacting your critical processes, such as financial period end close, invoicing, payroll and materials requirements planning (MRP) processing. You’ve decided it’s time to consider automation. Automating Oracle E-Business Suite processes end-to-end can eliminate 90% of business process errors. Download this whitepaper to find out how.
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CA Technologies_Business_Automation

Professional Services Automation (PSA) and Cloud Accounting from FinancialForce.com

Published By: FinancialForce     Published Date: Dec 01, 2017
FinancialForce Professional Services Automation (PSA) is a cloud based services solution. Our Services Resource Planning (SRP) is an end to end solution for professional services organizations encompassing sales, accounting, billing and more.
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FinancialForce

FinancialForce.com: Cloud ERP on the Salesforce1 Platform

Published By: FinancialForce     Published Date: Dec 01, 2017
This IDC Vendor Profile describes FinancialForce.com, a cloud applications company with financial management, ordering and billing, human capital management (HCM), professional services automation (PSA), and supply chain management (SCM) solutions built on the Salesforce1 platform and a 36-year heritage of building financial management solutions at UNIT4 (the former Agresso and CODA products). FinancialForce.com's accounting solution, launched in 2008 as CODA 2go, was the first on - demand financial system built entirely on the Salesforce1 Platform. Backed by Technology Crossover Ventures, Advent International, Salesforce Ventures, and UNIT4, FinancialForce.com's applications continue to be the leading finance and professional services solutions available as native Salesforce1 applications on the AppExchange.
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FinancialForce

Leveraging Intelligent Process Automation: 1300% ROI Delivers $7M in New Revenue Streams

Published By: Automation Anywhere APAC     Published Date: Aug 15, 2019
Bancolombia is an award winning, full-service financial institution that provides banking services to customers in 12 different countries and is one of the 10th largest financial groups in Latin-America.With bots from Automation Anywhere, Bancolombia sifts through structured, semi-structured, and unstructured customer data to transform their BPM. Bots automate hundreds of processes and greatly increasing back office efficiency, saving Bancolombia a significant amount of time servicing customers. This has led to an increase in CSAT numbers and has created additional revenue streams.
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rpa, roi, digital workforce, customer story
    
Automation Anywhere APAC

Innovation Map: Data Center Modernization

Published By: Hitachi Vantara     Published Date: Aug 16, 2018
In this infographic, we are going to show you the possibilities with modernized, optimized data infrastructure. In doing so, we aim to bring you ideas about how you can bring your own data-driven business vision to life, focusing on the outcomes that matter most to you. In essence, we will be discussing five main industries and the possibilities for modernized data infrastructure. We will be displaying how Banking and Financial Services, Telecommunications, Manufacturing, Healthcare and Retail can use data, analytics and automation to optimize their business, therefore bringing about a competitive edge which previously appeared unimaginable. Using data correctly, most importantly building proper data infrastructures, can be the driving force behind obtaining a competitive edge. Data is your story. And it’s our story, too.
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Hitachi Vantara

How Financial Institutions Can Launch a Successful IT Automation Initiative

Published By: Kaseya     Published Date: May 13, 2015
To get the most out of their computer automation initiatives, financial institutions must take a step back, assess their current IT environments, adjust as needed and make important decisions regarding the future of their IT infrastructures.
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kaseya, hybrid, cloud, management, msp, mobile, big data, finance
    
Kaseya

Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!

Published By: Fiserv     Published Date: Nov 06, 2017
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
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insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv

Top 4 Reason to Upgrade Your Business Management Solution

Published By: Sage People     Published Date: Nov 02, 2017
These are the end times for traditional enterprise resource planning (ERP) solutions. Overstatement? Not really—especially for growing businesses like yours. Old-school ERP systems are simply too slow, complex, and inflexible to keep up with today’s business climate. Think about your existing ERP. Does it support industry-specific best practices, ever-changing regulatory requirements, and emerging technologies such as social media, mobile, cloud, and analytics? If not, you could risk losing ground to your competitors as a result.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage People

What is ERP? The Ultimate Guide

Published By: Sage People     Published Date: Nov 02, 2017
Did you ever wonder what enterprise resource planning or ERP is and how it can help your business? Or perhaps you know a little about ERP but you’re not sure if you should opt for an on-premise or cloud solution and what to expect from your final choice. Don’t worry. If you’re a business owner, manager or director in a mid-sized or growing business and you’re confused about ERP, this guide will help you.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage People

The Total Economic Impact of Sage X3

Published By: Sage People     Published Date: Nov 02, 2017
Forrester Consulting provides independent and objective research-based consulting to help leaders succeed in their organizations. Ranging in scope from a short strategy session to custom projects, Forrester’s Consulting services connect you directly with research analysts who apply expert insight to your specific business challenges. For more information, visit forrester.com/consulting.
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workflow software, performance indecator, monitor and analyse performance, enterprise resource planning, financial management services, business transformation, competitive/swot analysis, small business accounting, audits, account reconciliation, accounting automation, accounting audits, financial systems, contract lifecycle management, business intelligence, business analytics
    
Sage People

Reinventing Workload Automation with SOA

Published By: CA WA     Published Date: May 12, 2008
Although typically thought of as an artifact of legacy computing, batch processes remain vital to today’s real-time enterprises. Behind the real time systems that power the real time enterprise, such as customer order fulfillment, account management, supply chain scheduling and optimization, or financial trading systems, are regularly-updated back office business systems. Over the years, batch technology has evolved from script-based automation to rules or policy-driven workload automation.
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bpa, business process automation, soa, service oriented, workload automation, ca wa, service oriented architecture
    
CA WA

CFO eBook: Transform Your Financial Close

Published By: Fiserv     Published Date: Mar 02, 2018
According to the report, Benchmarking the Accounting Function 2015, only 56% of companies currently use automation to reconcile accounts. While many finance leaders want to change the process of reconciliation, the task can seem overwhelming. However, developing a plan does not have to be complicated or time-consuming – and the benefits far outweigh the risks. A smooth, stress-free financial close adds qualitative value to the company by freeing employees to focus on strategic initiatives and ways to grow business. A CFO’s Guide to Transforming the Financial Close shares how to build a center of excellence to streamline reconciliation so you can align objectives to overall business goals. Leading-edge automation tools can stop the madness of shuffling papers, sorting emails and searching spreadsheets, turning the reconciliation process from a cost center to a value-add for the company.
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automating financial close, streamlining reconciliation, data integrity, single version of truth, reconciliation process
    
Fiserv

Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!

Published By: Fiserv     Published Date: Mar 13, 2018
The right kind of insurtech can modernize the financial close, freeing up time, money and resources so businesses can focus on strategic efforts and specific customer needs. Reconciliation of transactions and accounts across large organizations is one area where automation and digitization can have a major impact on the balance sheet. In the article, Not Ready for Insurtech? Here’s Proven Automation You Can Use Now!, learn how one of the top ten major insurance carriers has used digitization for the past decade to streamline their reconciliation efforts - saving time and money - while increasing their bottom line.
Tags : 
insurtech, financial automation, financial close, insurance reconciliation, insurance bottom line, insurance automation, digitization, digitalization
    
Fiserv
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