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Featured
Automation Use Cases in Finance & Accounting.
Procure-to-Pay / Accounts Payable
- New vendor setup
- Purchase order creation
- Invoice validation
- Invoice and lease payments
- Travel and expense reimbursements
- Payables reporting
Order-to-Cash / Accounts Receivable
- New customer setup
- Sales order processing
- Invoice creation
- Collections
- Payment processing
- Receivables reporting
Financial Operations
- Reconciliations
- Manual journal entries
- Intercompany settlements
- Master data mngmt
- Revenue recognition
- Fixed asset mngmt
- Regulatory & external reporting
Treasury Operations
- Bank statement consolidation
- Consolidated cash position reporting
- Cashflow forecasting
- FX volatility and risk hedging
Tax Operations
- Tax filings
- Tax provisioning
- Tax compliance
- GST & VAT calculation
- Data sourcing & reconciliation
Financial Planning & Analysis
- Management reporting
- Budgeting & forecasting
- Variance analysis
- Data sourcing
Automate processes and reporting and empower your teams to focus on high-value initiatives.
Get more done with less and address cost and compliance pressures by leveraging a unified intelligent automation solution for finance and accounting processes. Apply intelligent automation to eliminate errors and shift teams from processing and reporting to contributing to the high-value strategic and advisory work that drives business transformation and enables teams adapt to today’s volatile markets and supply chains. Harness a single end-to-end platform to discover processes, automate, measure success, and optimize to drive business and productivity.
Granite transforms 80 finance and accounting processes in nine months with intelligent automation.
Ambitious CoE-led effort enabled Granite to quickly automate complex business processes, in particular within finance and accounting, including accounts recievable reconciliations and creating customized billing reports for customers.
Customer Story
Automation has empowered Granite's team to focus on strategic and engaging initiatives by offloading functions better suited for intelligent automation.
Paul Kostas
Vice President of Strategic Infrastructure Management
$635,000
Monthly savings
15,000
Hours saved per month
80+
Automations in 9 months
Get automation that’s easy to use, secure, and built for governance and compliance.
Speed and scale
Accelerate with perfect-fit workflows built to scale fast on a cloud-native architecture.
Trusted and secure
Miminize risk with a secure platform for data collection, audits and reconciliations.
Easy and resilient
Connect your users to all your systems with a single, intuitive interface to automate fast.
Governance
Control who can automate and minimize risk of noncompliance with continuous code analysis.
Complete lifecycle
Power the automation journey from collecting ideas to tracking ROI in dollars and hours.
Transform finance
Automate to streamline finance processes, reduce costs, and unlock growth opportunities.
Apply intelligent automation across finance and accounting. Unleash your team to drive innovation.
- Procure to pay
- Order to cash
- Accounting
- Record to report/Treasury and tax
Automate invoice processing with Document Automation and quickly update pricing across systems with generative AI and API automation. Use Process Composer to automate setting up new vendor accounts, creating purchase orders, and matching billed amounts to POs and receipts.
Accelerate sales order processing, new customer account setup, and invoice creation. Discover immediate time and cost savings with automation that eliminates billing delays, shipping errors, and manual reporting. Streamline receivables reporting and payment processing.
Automate reconciliations and manual journal entries to accelerate close of books and boost confidence in cash balances. Collect and consolidate data for budgeting and forecasting. Leverage AI to reduce fraud and apply intelligent automation and generative AI to prepare reports whether regulatory, financial, or management reporting.
Automate tax return filing. Provision data for tax accounting and reconcile balance sheet cash position. Collect data for VAT/GST calculation. Extract data from bank statements and accounts. Apply intelligent automation to streamline cashflow forecasting, treasury operations, and withholding management.
The bottom line: finance and accounting departments see amazing results.
Customer Quote
With over 40 million transactions, we estimate we have saved about 70,000 of production time with automation.
Beth Wheat,
VP, Global IT Transformation, Experian
Customer Quote
With the implementation of intelligent automation for our billing portal, we’ve increased our efficiency and production, decreased processing costs, and scaled for the future.
Kevin Tucceri,
Business Process Owner - Credit & Collections, Juniper
Yes, you really can do more with less.
Find out how to streamline your finance function, reduce costs, and unlock new opportunities for growth — all through a single, unified intelligent automation platform.
Request demoHarness the power of automation with the Automation Success Platform.
With intelligent automation, AI, and APIs, the Automation Success Platform helps finance and accounting teams move faster and truly transform how business gets done.
Continue your finance and accounting automation journey.
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CFO's actionable automation strategies for navigating tough economic times and driving efficiency.
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