The Intelligent Finance Automation Playbook
Automate 42% of Finance Tasks & Unlock $1M+ Annual Savings
Proven blueprints to reduce manual work by 50% while accelerating strategic decision-making.
Are Manual Processes Holding Finance Back?
-
Manual processes in finance have a 5-10% error rate, but automation reduces errors by up to 90%, eliminating costly discrepancies and compliance risks.
-
Over 60% of finance team time is spent on low-value manual tasks, yet automation can cut manual work by 50%, freeing staff for strategic analysis and faster decision-making.
-
Automating financial data flows accelerates reporting by up to 90%, ensuring real-time insights and preventing missed business opportunities due to delayed information.
“AI and ML free accounting teams from manual tasks and support finance’s effort to become value creators”
Director of Finance, Asset Management
Inside the Playbook: Blueprints for Superior Finance Automation
- Proven blueprints for automating core finance processes and workflows.
- How quantify the value of AP process automation or FP&A processes.
- Step-by-step integration strategies.
- Metrics to prove ROI to stakeholders.
Unlock Your Savings: Instantly Calculate Your Finance Automation ROI and See the Difference
| Value Unlock | Put It Forward | Competitors | ROI 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. |
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”
FAQs About Intelligent Finance Automation and Operations
Many organizations see measurable ROI within the first 45 days, with most realizing significant savings and efficiency gains in under three months.
Yes, leading solutions are designed for seamless integration, even with legacy systems, ensuring unified data and minimal disruption.
Finance automation platforms use robust security protocols and compliance features to protect sensitive data and ensure privacy.
Cloud-based automation reduces up-front costs and ongoing maintenance. Most clients achieve rapid payback and long-term cost reduction, making ROI clear.
Automation handles repetitive tasks, freeing staff for higher-value work. Training is provided to help teams adapt and upskill for strategic roles.
Involving stakeholders early, clear communication, and ongoing training ensure smooth adoption and address concerns about job impact.
Modern automation platforms offer customizable, no-code workflows that adapt to unique business processes and requirements.