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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

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

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

Delayed Insights
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

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:
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Unified data reduces reconciliation time by up to 60%
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Enables real-time reporting and insights
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Eliminates manual data consolidation errors
Reduce Manual Work

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:
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Cuts manual work by up to 50% for thinks like FP&A
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Reduces error rates and compliance risks
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Accelerates month-end close and financial reporting
Actionable, Real-Time Insights

40% Faster
Intelligent Insight Boost
Put It Forward delivers real-time financial insights through automated data flows, empowering faster, smarter business decisions.
Business Benefits:
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Provides up-to-date insights, dashboards and analytics
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Improves forecasting accuracy and accuracy
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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

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.”

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”

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”

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.

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


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

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

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 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.

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.