Manual Data Entry & Reconciliation
Finance professionals waste most of their workweek on repetitive data entry and reconciliations, leaving little time for analysis or strategic planning.
Payment & Compliance Risks
Manual processes introduce frequent errors and compliance gaps, exposing the business to costly penalties and missed savings.
Delayed Cash Flow Visibility
Outdated, disconnected systems prevent real-time visibility, causing delayed responses to financial risks and missed opportunities.
By Mckinsey, 40% of finance activities can be automated. The role of the finance team then shifts to include communicating data as information for stakeholders, leading other departments to make the best decisions for the company overall, and shaping the value-creation agenda for the organization 28% more profitability.
Intelligent Finance Automation Solutions: Streamline Processes and Accelerate Results
Put It Forward automates data capture, reconciliation, and reporting so your finance team can reduce manual work by up to 50% and gain real-time insights for smarter, faster decisions.
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Boost productivity, cut costs
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Eliminate errors, ensure compliance
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Access real-time financial insights
Finance Process Automation
Connect the dots between strategy and execution. Orchestrate actionable steps to deliver an enhanced revenue process flow.
Financial Planning & Analysis
Shift cost through automation and scale growth engines with the automation of FP&A processes. Eliminate hidden bottlenecks and manual efforts.
Risk Analysis & Modeling
Break down silos of data and uncover insights across the business to reveal early warning risk indicators.
Slash Processing Time
Reason to Invest: Automation accelerates everything from invoice handling to month-end close, freeing your team for high-value work.
Business Benefits:
- Automates repetitive, time-consuming tasks across accounts payable and receivable
- Speeds up multi-level approvals and exception handling workflows
- Enables real-time reporting and instant access to financial data for leadership and auditors
Reduce Operational Costs
Reason to Invest: By eliminating manual labor and streamlining workflows, organizations can dramatically lower operational expenses.
Business Benefits:
- Reduces labor costs by replacing manual data entry with intelligent automation
- Minimizes need for paper, manual checks, and physical storage
- Optimizes resource allocation by allowing teams to focus on analysis and strategic projects
Improve Accuracy
Reason to Invest: Automation virtually eliminates costly errors, strengthens compliance, and builds trust with stakeholders and regulators.
Business Benefits:
- Enforces data validation and consistency at every step of the process
- Maintains detailed, searchable audit trails for transparency and accountability
- Ensures regulatory compliance with built-in controls and automated documentation
Real-World Finance Automation: Use Cases for Every Team Member
See how intelligent automation empowers every finance role to work faster, reduce errors, and deliver greater business value while teams that delay risk higher costs, more mistakes, and missed opportunities.
75% faster access to real-time financial data and forecasts.
Intelligent automation connects data from all departments, updating dashboards and forecasts instantly. The CFO can monitor cash flow, spot risks, and make strategic decisions without waiting for manual reports. This means less time spent chasing numbers and more time advising the business on growth opportunities, all with data that’s always up-to-date and audit-ready.
90% reduction in invoice processing time.
Automation captures and enters invoice data automatically, matches it to purchase orders, and routes it for approval. The AP specialist spends less time on data entry and chasing signatures, and more time resolving exceptions and working with vendors. This leads to fewer errors, faster payments, and improved vendor relationships.
50% more time available for analysis and insights.
Automated systems gather, validate, and consolidate financial data from multiple sources, so the analyst can focus on building reports, running scenarios, and delivering actionable insights. Instead of spending hours pulling numbers, the analyst quickly accesses accurate data to support business decisions and strategic planning.
A Gartner study shows “By 2027, 90% of descriptive and diagnostic analytics in finance will be fully automated.”
We all do projects; a finance automation and intelligence project integration or automation or predictive can be simple, wide, or deep.
Nobody is busier than the operations team. How can we de-risk the project, and how long is it going to take?
We employ best practices, using methodology and processes developed through many deployments, to ensure risk is mitigated and success is the destination. This integrates into your own way of working as needed.
The length depends on the level of complexity, and a first implementation, with all factors considered, can take between 3-5 days of effort over 14-60 days.
The Analysts Say Put It Forward Is Way Ahead
Accounts Payable Automation
Automate accounts payable to reduce manual work, cut costs, boost accuracy, and gain real-time financial visibility for smarter, faster payments.
Forecast. Automate. Succeed.
Learn how automating financial planning and analysis streamlines forecasting, boosts accuracy, and empowers faster, data-driven business decisions at scale.
Predict. Optimize. Grow.
Learn how Put It Forward’s no-code predictive analytics helps you forecast outcomes, uncover opportunities, and make faster, data-driven decisions.
Revenue, Operations and IT Playbook
Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.
Buyer Guide For Intelligent Automation
Gain a practical, expert-driven walkthrough of intelligent automation solutions, categories, outcomes, and key considerations for making informed buying decisions.
How PIF Revenue Intelligence Works
Walk through the benefits of revenue intelligence automation; by the end of this video, you'll understand the value and how it works with your current investments.