LIVE On Tuesday, September 17th at 1pm EST |  30 Mins

Future of Finance: Automated Credit Memo Approval and Invoice Processing

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Ronak Patel

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CEO at Sunflower Lab

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Agenda

  • Introduction to how repetitive, mundane tasks within financial operations can be automated for fewer errors and more efficiency
  • Automation demonstrations:
    • Credit Memo Approval: Automate the workflow for approving credit memos, reducing manual errors and accelerating the process.
    • Invoice Processing: Streamline invoice data entry, validation, and approval, saving time and improving accuracy.
  • Q&A

Key Takeaways:

Automation as a Catalyst for Digital Transformation

Automation can drive significant changes in how finance teams operate, enabling organizations to embrace digital transformation and stay competitive.

The Rise of the Digital Workforce

The future of work involves a collaboration between human employees and digital workers. Automation can free up human workers to focus on higher-value tasks while AI handles routine and repetitive work.

Beginning your Automation Journey

Tips for getting your automation off the ground by identifying processes with the highest ROI.