Tax Professionals: How to Automate Reporting and Filings with Alteryx

Alteryx and Capitalize Analytics will be hosting a free, three-week series on Alteryx for Tax Professionals.

Tax professionals are constantly required to pull “dirty” data from multiple systems and spend hundreds of hours in Excel manually preparing and blending the data for their tax analyses. This webinar series will teach …

Alteryx and Dun & Bradstreet – Harnessing the Power of D&B Using Alteryx

Firmographic Data

With the firmographic data package from Dun & Bradstreet (D&B), Alteryx enables you to segment and target businesses and improve your return on marketing spend and outreach. Whether you are trying to optimize sales territories, identify the best places to hire sales and service personnel, or simply gain …

Alteryx and Power BI: How to Easily Push Content from Your Alteryx Workflows into Power BI


With the Microsoft Power BI Output Tool, users can capture the power of Alteryx’s Analytical Processing Automation (“APA”) and Extract, Transform, and Load (“ETL”) capabilities and pair them with the immersive dashboards and reports generated in Microsoft Power BI. Transform your custom-built Alteryx Workflows into dynamic visualizations when posting …

Alteryx and Snowflake: Using the Snowflake Starter Kit

Get the Starter Kit

First, be sure that you have the Alteryx Predictive Tools installed; instructions on how to install can be found here. Then click here to download the Snowflake Starter Kit and fill out the requested information; an executable file will download. (Before running the executable …

How to Become a Data-Driven Organization

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You’re invited to our webinar, “How To Become a Data-Driven Organization” 

The verdict is in: Data-driven companies are outperforming their competition and the gap widened tremendously over the course of the pandemic.

Though some trailblazing companies had a head start with years of digital transformation, other winners …

Accounting: Automate Your AP Process with Alteryx and ABBYY

Working with Accounts Payable teams we find these common challenges:

  • Vendor setup is manual, time consuming, and error prone.
  • Every invoice looks different and must be treated differently for POs, cost centers, terms, etc.
  • AP teams are inundated with repetitive tasks and cannot focus on strategic activities.

The roots of …

Automating Tax Processes with Alteryx and Tableau

Tax professionals are tasked with diverse sources of tax data, constantly changing regulations and growing volumes of data.  And for most organizations, the “tax technology” used to address these challenges is spreadsheets.  While spreadsheets are amazing, they haven’t scaled with the ever-increasing tax requirements.  The result is that tax professionals …

Announcement: Workflow Admin Manager (WAM) Product Launch

Capitalize Analytics is thrilled to announce the launch of Workflow Admin Manager (WAM)This amazing tool will provide a variety of solutions to Alteryx administrative struggles for the Alteryx expert and the non-Alteryx user alike. It will be available on April 23rd 2021!

What exactly does WAM do?


Sales Operations: Removing Manual Processes with Alteryx

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Working with dozens of Sales Operations teams, we find the following common challenges:

  • They struggle with manual processes that are time-consuming.
  • It is difficult to repeat processes efficiently.
  • Data accuracy and quality in sales CRM is a constant battle.
  • It is very difficult to quickly answer the ever-changing

Using Alteryx to Push and Pull Data with Snowflake

Setting Up Snowflake

Access this link to start a free trial of Snowflake. Upon activating a trail account, you will be prompted to select the cloud provider from either AWS, Azure, or Google. Once your account is created you will be able to create data warehouses, …

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