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Unleash the Power of Intelligent Finance Automation

Stop Letting Spreadsheets Run Your Business

Transform your finance operations-eliminate manual work, accelerate insights, and reduce processing time by up to 90% with automation.

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

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Facing Finance Frustrations? You’re Not Alone.

Put It Forward empowers your team to automate manual work, eliminate costly errors, and gain real-time clarity-so you can focus on driving business growth, not fighting fires.

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Manual Data Entry & Reconciliation

70% of finance teams’ time is spent on manual tasks

Finance professionals waste most of their workweek on repetitive data entry and reconciliations, leaving little time for analysis or strategic planning.

Payments and Compliance Risk

Payment & Compliance Risks

$850,000+ lost annually to payment errors and fines

Manual processes introduce frequent errors and compliance gaps, exposing the business to costly penalties and missed savings.

Delayed Cash Flow Visibility

Delayed Cash Flow Visibility

28-day average lag in identifying cash flow risks

Outdated, disconnected systems prevent real-time visibility, causing delayed responses to financial risks and missed opportunities.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.

  • Boost productivity, cut costs

  • Eliminate errors, ensure compliance

  • Access real-time financial insights

Connected Purchase Experience

Finance Process Automation

Connect the dots between strategy and execution. Orchestrate actionable steps to deliver an enhanced revenue process flow.

Accelerate Revenue 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 Management

Risk Analysis & Modeling

Break down silos of data and uncover insights across the business to reveal early warning risk indicators.


Why Invest in Finance Intelligence and Automation Now?

Wait and you risk falling behind competitors, losing money to errors, missing critical financial insights, and facing increased compliance risks as regulations tighten.

Slash Processing Time

Decision Latency Reduction

90% Improvement Over Manual

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

Operational Cost Savings

70% Processing Cost Reduction

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

Improved Customer Satisfaction

0.5% Error Rates vs 5-10% Manual

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
How it works: mostly 2 minute tours

Optimize your customers' LTV to remove the inefficiencies of financial planning and analysis.

See way up the revenue pipeline to understand where and when revenue is going to be coming in.

Find the hidden connections that create risk to the organization across your financial systems of record.


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.

Intelligent finance automation real time access to performance data
Lack of real-time financial visibility and forecasting.

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.

Automated invoice processing
High volume of manual invoice processing and errors.

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.

Intelligent operations use case straight through order processing.
Too much time spent on manual data collection.

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.

Who Has Succeeded With Put It Forward
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How Put It Forward Stacks Up: The Smarter Choice for Finance Automation and Intelligence

See how intelligent automation delivers faster results, greater flexibility, and measurable business value compared to traditional methods.

Value UnlockPut It ForwardCompetitorsROI Metric

Time to ROI

Rapid ROI ✔️

Slow Custom Implementation ❌

50% faster time to value, enabling quicker realization of benefits and reduced opportunity costs.

Process Efficiency Gains

End-to-end Automation ✔️

Manual Intervention ❌

85% improvement in operational efficiency, reducing cycle times and increasing throughput.

Cost Reduction

Streamlined Savings ✔️

Higher Operational Costs ❌

$1M+ annual savings for enterprise clients by eliminating redundant systems and reducing labor costs.

Scalability and Flexibility

Streamlined Savings ✔️

Limited Scaling Options ❌

24x scalability advantage, enabling seamless expansion without added infrastructure or personnel costs.

Predictive Insights

Embedded AI ✔️

Basic Reporting ❌

30% faster decision-making cycles, improving agility in responding to market changes.

Customer Experience Impact

Real-Time Optimization✔️

Limited Insights ❌

20% improvement in Net Promoter Score (NPS) due to enhanced customer interactions and personalized experiences.

Implementation Complexity

Pre-built Connectors ✔️

IT Dependent Integration ❌

Zero downtime during implementation, ensuring business continuity while transitioning to automation.

Data Governance and Compliance

Integrated Compliance ✔️

Manual Processes ❌

Reduced compliance risk by automating data governance across all workflows, saving millions in potential penalties.

Gartner Research

A Gartner study shows “By 2027, 90% of descriptive and diagnostic analytics in finance will be fully automated.”

What A Successful Finance Automation Project Looks Like - Let's Be Pragmatic!

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.

Put It Forward Revenue Intelligence Project Management Plan
Easily Integrate With Hundreds of Systems and Sources.
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Automation Integrity of the Highest Level

SOC Certification
ISO Certification

The Analysts Say Put It Forward Is Way Ahead

More Finance Automation Resources:

Operational Excellence in Finance Automation

Accounts Payable Automation

Automate accounts payable to reduce manual work, cut costs, boost accuracy, and gain real-time financial visibility for smarter, faster payments.

Automated FP&A Thumb Put IT Forward

Forecast. Automate. Succeed.

Learn how automating financial planning and analysis streamlines forecasting, boosts accuracy, and empowers faster, data-driven business decisions at scale.

Simplified Predictive Analytics Thumbnail Put It Forward

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.

FAQs about Intelligent Finance Automation Solutions

How quickly will we see a return on investment (ROI) from finance automation?

Most organizations achieve ROI in less than 6-12 months, often through significant reductions in manual work, errors, and processing costs. Starting with a pilot or phased rollout helps demonstrate value quickly and build confidence in broader adoption.

Will automation disrupt our existing systems or require a major IT overhaul?

Leading finance automation solutions are designed to integrate with your current ERP, CRM, and banking systems with minimal disruption. Most implementations are phased and use connectors or APIs, so you don’t need to replace your existing infrastructure.

What if we don’t have in-house automation or technical expertise?

You don’t need a technical team to get started. Many solutions are no-code or low-code, and vendors offer onboarding, training, and ongoing support. Starting with a third-party provider or pilot program is a proven way to build internal capability over time.

How secure is our financial data with automation?

Security and compliance are top priorities. Finance automation platforms use enterprise-grade encryption, role-based access, and maintain full audit trails to meet data privacy and regulatory standards. Regular updates and independent audits are standard practice.

Can we customize automation to fit our unique finance processes?

Yes. Modern finance automation platforms are highly configurable and purpose-built for finance, allowing you to tailor workflows, approval chains, and reporting to your specific needs without heavy coding or IT intervention.

What if employees resist the change to automation?

Change management is built into successful implementations. Training, clear communication, and involving your team in the process help build buy-in. Automation frees staff from repetitive tasks, allowing them to focus on analysis and high-value work, which most teams embrace once they see the benefits.

How do we ensure we don’t lose control or oversight of automated tasks?

Automation platforms provide dashboards, alerts, and detailed reporting so you always have visibility and control. Human oversight is maintained for exceptions, approvals, and strategic decisions, ensuring automation supports-not replaces-your finance team’s expertise.

What You Should Do Next

See How It Works for Your Team:

See how Put It Forward can help your finance team cut manual work by up to 50%, reduce errors, and deliver real-time insights tailored to your unique environment. No obligation-just actionable, finance-focused solutions to boost productivity and accelerate results.

Key Finance Automation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

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.

Intelligent Automation Buyers Guide

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.