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Intelligent Automation for the Finance Team

Automate Finance, Cut Manual Work by 50%. Unify Data, Accelerate Reporting, and Drive Growth

Save hours every week, reduce errors, and get real-time insights for faster, smarter decisions.

Trusted by Fortune 500 Leaders to Unlock Superior 45-Day Returns and Organizational Transformation.

Top Challenges Holding Finance Back

Finace data fragmentation

Data Fragmentation

57% say collating and standardizing data from silos is a serious obstacle.

Data is scattered across multiple platforms, making unified reporting and cash flow management hard.

Finance manual workflows

Manual Processes

Over 60% of finance teams spend their time on automatable tasks.

Reliance on spreadsheets and manual work leads to errors, delays, and low-value repetitive tasks.

Finance struggling to get insights

Delayed Insights

40% of teams can't forecast accurately more than 2 quarters out.

Teams lack timely access to financial information, slowing decision-making and responsiveness.


Transform financial operations to automated workflows

Automation tools, Data Analytics, and Predictive Insights have ushered in a new era of finance teams. What was once regarded as a department that dealt with crunching numbers, reporting, and compliance has been reshaped in the name of Financial Planning and Analysis Software.

Bridging Strategy & Execution

Connect the dots between strategy and execution. Orchestrate actionable steps to meet customer value and drive growth.

Business Performance & ROI

Measure and analyze business initiatives for maximum ROI. Streamline processes and optimize technologies across functions to deliver on business goals.

Accelerate Business Outcomes

Break down silos of data & disparate systems. Bring data together, analyze it, and apply insights across the finance function.


See the Results When You Automate Finance Operations

Failing to automate finance operations means risking costly errors, falling behind competitors, facing compliance penalties, and missing out on critical insights while your team remains bogged down by manual work instead of driving strategic growth

Data Unification

Risk Mitigation

42% Automation

Potential Process Automation Level Today

Put It Forward automates the integration of fragmented financial data, creating a single source of truth for faster, more accurate reporting and decision-making.

Business Benefits:

  • Unified data reduces reconciliation time by up to 60%

  • Enables real-time reporting and insights

  • Eliminates manual data consolidation errors

Reduce Manual Work

Cost Savings

Up to 50%

Automation saves several hours per week per employee.

By automating repetitive manual finance tasks, Put It Forward frees your team to focus on strategic initiatives and reduces costly errors.

Business Benefits:

  • Cuts manual work by up to 50% for thinks like FP&A

  • Reduces error rates and compliance risks

  • Accelerates month-end close and financial reporting

Actionable, Real-Time Insights

Integration Platform

40% Faster

Intelligent Insight Boost

Put It Forward delivers real-time financial insights through automated data flows, empowering faster, smarter business decisions.

Business Benefits:

  • Provides up-to-date insights, dashboards and analytics

  • Improves forecasting accuracy and accuracy

  • Enables proactive decisions, not reactive information poor guesses

Finance Process Automation ROI Calculator

Building an ROI for your investment is a critical step, this calculator will help you get a rough approximation of what the overall benefit can be.

What Others Say About Put It Forward

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

According to Accenture, 73% of surveyed CFOs are retooling finance with the latest technology to maintain influence across the enterprise.  

IDC Intelligent Automation Put It Forward for Competitive Advantage

Intelligent automation tools focusing on real-time insights drive competitive advantage

“Put It Forward is 3+ years in ahead of any other technology solution in the intelligent automation space. Put It Forward offers a comprehensive capability set needed for the modern digital enterprise to succeed.”

 Maureen Fleming - IDC Program Vice President

SOC Certification
ISO Certification

FAQs About Finance Automation

What makes Put It Forward different from other finance automation solutions?

Put It Forward delivers intelligent automation that goes beyond basic task automation, offering centralized design, real-time visibility, and seamless integration across all your systems unlike most competitors, which often require multiple tools or lack unified control.

How quickly can we see results after implementing Put It Forward?

Most clients realize measurable efficiency gains and error reduction within the first quarter, thanks to rapid deployment and pre-built connectors while many other platforms require lengthy customizations and onboarding.

Does Put It Forward integrate with our existing finance and ERP systems?

Yes, Put It Forward is designed for deep, flexible integration with ERPs, CRMs, and other business systems, reducing data silos and manual entry whereas some competitors have limited integration or require costly middleware.

How does Put It Forward help with compliance and audit readiness?

Our platform automates audit trails, ensures data accuracy, and maintains up-to-date compliance with evolving regulations, unlike others that rely on manual checks or lack built-in compliance tools.

Is Put It Forward scalable as our business grows?

Absolutely, Put It Forward’s cloud-based and on-premise orchestration scales with your business, supporting growth and new markets, while some competitors struggle with performance or require expensive upgrades as you expand.

What support and training options are available?

We offer 24/7 support, a comprehensive knowledge base, and tailored onboarding, ensuring your team’s success from day one many competitors offer only limited or self-serve support.

How does Put It Forward deliver ROI compared to other solutions?

Clients typically see up to 50% reduction in manual work, 60% faster reporting cycles, and rapid payback results that outpace industry averages and are backed by real-world customer outcomes


Solutions for the Finance Team

Finance Intelligent Automation Thumb

Finance Automation

Intelligent Finance Automation reduces manual work, streamlines processes, and delivers real-time insights.  Helping finance teams cut costs, boost productivity, and improve compliance.

Finance Workflow Automation Thumb

Workflow Orchestration

Automate and orchestrate complex workflows without code to boost efficiency, reduce errors, cut costs, and gain real-time process visibility.

Integrated Finance Data Analytics Thumb

Integrated Data Analytics

Siteline Data Analytics unifies, automates, and analyzes business data with AI to deliver real-time insights, reduce costs, and accelerate decisions

What You Should Do Next

Make Time For A Leadership Conversation:

Talk with someone who's been through it and helped organizations get to the next level.

Key Intelligent Automation Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue Operations and IT Playbook

Get the blueprints for a successful project from others who have taken on transformation and automation in Revenue Operations and IT with Put It Forward.

Intelligent Automation Buyers Guide

Buyer Guide For Intelligent Automation

Use this buyers guide to short cut your way through all of the marketing to see who does what and how it fits into your environment.

How PIF Intelligent Automation Platform Works

Step through the intelligent automation transformation journey; by the end of this video, you'll understand the value and how it works with your current investments.