Three blueprints to help you digitally transform the Office of Finance

For decades, finance and accounting teams have been looking at the world through a lens of rows and columns. The limited technical capabilities of spreadsheets and their knack for complexifying even simple tasks have stripped the Office of Finance of forward momentum.

Read “The Analytics Automation Playbook for Finance & Accounting” to see how Alteryx can help your Finance team find the insights they need. You'll learn:

  • The three biggest challenges facing finance & accounting teams
  • How Analytic Process Automation overcomes these challenges and empowers insights in every department and at every level
  • Three concrete blueprints for implementing analytics automation across the Office of Finance



Fill out the form below to get your copy of "The Analytics Automation Playbook for Finance & Accounting."

Alteryx Analytics Automation Playbook

Additional Alteryx Resources

Governing and Scaling Alteryx Workflows with Transparency and Control

Governing and Scaling Alteryx Workflows with Transparency and Control

Like embarking on a cross-country road trip, accelerating your Alteryx journey requires a concerted plan, seamless execution, and vigilant maintenance. Watch the webinar below to hear how we equip our […]

From Data to Dollars: Maximizing Sales and Marketing ROI with Auto Insights

From Data to Dollars: Maximizing Sales and Marketing ROI with Auto Insights

As a sales or marketing team leader, your daily activities are driven by metrics.  KPIs such as Conversion Rates, Sales Team Activity, Pipeline Metrics, Campaign Responses, and Forecasted Dollars inform […]

Introducing DVW & Capitalize: Your Gateway to Seamless SAP Integration with Alteryx

Introducing DVW & Capitalize: Your Gateway to Seamless SAP Integration with Alteryx

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Simplify Your Manufacturing Planning, Forecasting, and Reporting with Workday Adaptive Planning

Simplify Your Manufacturing Planning, Forecasting, and Reporting with Workday Adaptive Planning

Manufacturing has a lot of moving parts including supplier costs, inventory, product demand, scheduling, and logistics. Analyzing, planning/forecasting, and reporting relevant information is incredibly challenging.  Organizations struggling with manual processes, […]

How Much Alteryx Governance is Right For Your Organization?

How Much Alteryx Governance is Right For Your Organization?

As organizations increase their Alteryx footprint with more users, more workflows, and more self-service, governance challenges can arise.    To manage long-term success and scaling, you need to continually measure your […]

Alteryx Users: Streamline Your External Audit with WAM with Insights from KPMG

Alteryx Users: Streamline Your External Audit with WAM with Insights from KPMG

Organizations utilizing Alteryx to automate critical accounting processes will inevitably find their workflows come under internal and external audit. Most organizations spend WEEKS creating audit support and fielding questions and […]

Five Ways Alteryx Users Can Take Their Output from Meh to Marvelous with Power BI and Tableau

Five Ways Alteryx Users Can Take Their Output from Meh to Marvelous with Power BI and Tableau

Check out these “5 Ways Alteryx Users Take their Output from Meh to Marvelous with Power BI and Tableau.”  Watch this webinar to discover five effective strategies to elevate your […]

Easily Access SAP with Alteryx, Power BI, Tableau, and Snowflake Using DVW Connectors

Easily Access SAP with Alteryx, Power BI, Tableau, and Snowflake Using DVW Connectors

SAP is the largest and most important software system in an organization, but getting access to the data within SAP has always been difficult. If you’ve ever tried to connect […]

Automation for Utility Industry: Using Alteryx and UiPath to Unlock Efficiency

Automation for Utility Industry: Using Alteryx and UiPath to Unlock Efficiency

We will explore how best-in-class organizations across the utility sector use automation to optimize processes and operations, from generation and transmission to customer service and back office support. Learn how […]

Drive your Automation Journey with Alteryx and Capitalize’s Office of Finance Blueprint

Drive your Automation Journey with Alteryx and Capitalize’s Office of Finance Blueprint

Organizations are continually pushing their Office of Finance departments to be more efficient, do more with less, complete month-end close activities in fewer days, drive reporting and insights faster, and […]

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Enhancing Your Workflow Management with Alteryx and Workflow Admin Manager

Managing Complex Workflows with Ease  Are you an Alteryx power user managing hundreds or even thousands of workflows across your organization? Are you looking for a comprehensive solution to audit, […]

Monitoring Your Alteryx Server Environment: A Guide for IT Specialists

Introduction   Are you an IT specialist tasked with managing your company’s Alteryx server and Sandbox environment? As Alteryx usage grows within your organization, ensuring the scalability and efficiency of your […]

Streamlining Internal HR Processes for Splunk

Splunk’s HR Team Uses AI to Drive Employee Satisfaction The video below showcases how Capitalize Analytics revolutionized Splunk’s internal processes and insights extraction by seamlessly integrating Alteryx and Tableau. Initially […]

Automating Alteryx Workflow Documentation Using AiDIN and WAM 

Things we know: Documentation is a drag (documenting Alteryx Workflows included). Documentation is difficult to keep up-to-date. Solutions we’ll discuss in this article/video: Alteryx’s latest AiDIN generative AI solution for […]

Navigating Marketing Budget Allocation Challenges with Alteryx Optimization

Allocating marketing budgets is a task that many businesses grapple with. From startups to established corporations, organizations often find it difficult to distribute their budgets across various marketing channels and […]

Simplifying Analytics with Alteryx Intelligence Suite

In the fast-paced, ever-evolving landscape of data analytics, we're always on the lookout for tools that aren't just powerful, but also a breeze to use. That's where Alteryx Intelligence Suite […]

Alteryx and Python: Better Together

In today’s data-driven world, there’s no shortage of tools designed to handle, manipulate, and analyze data. Among them, Alteryx and Python stand out for their flexibility, scalability, and ease of […]

What’s a simple way to explore my Alteryx Server database?

Are you an Alteryx Server administrator? Have you ever wondered how to download information out of MongoDB? Here’s an easy way to get that information (current version is 2021.4 at […]

Alteryx Server Upgrade FAQ

You’re ready for an Alteryx upgrade! Now what? When should I upgrade my Alteryx Server Instance?   Alteryx has a standard rollout of new major versions of Server every quarter. The […]

Alteryx and ChatGPT are Better Together!

ChatGPT can help you build your Alteryx formulas In this video we'll show you how to build custom groupings by asking ChatGPT to write the formula syntax for you! You […]

Alteryx vs. Dataiku: Why is Alteryx the right choice for my organization?

This article explores the similarities and differences of Alteryx and Dataiku—ultimately highlighting the unique features of Alteryx that make it the preferred analytics platform for data-informed organizations. Here’s a quick […]

Optimizing Supply Chain Analytics Using Alteryx & UiPath 

 Supply chain teams are dependent on external vendors/suppliers and massive internal software platforms to do their jobs. Working with so many teams and systems outside of the supply chain’s control […]

Vendor Round-up: Comparing Alteryx, Tableau, and Power BI for Data Visualization and Data Wrangling 

Alteryx  Visualization: 3 out of 5  The current Alteryx platform has limited visualization and reporting capabilities. There are some excellent data investigation tools and visualization tools for workflow developers. Alteryx […]

How Alteryx and Dremio Unlock Analytics From Your Data Lake 

At Capitalize, we love Alteryx. It’s a wonderful tool that gives a wide variety of data consumers the power to explore, analyze, and make predictions based on data from myriad […]

Scaling Alteryx Server with User-Managed MongoDB

There are many advanced configurations available within Alteryx depending on the size and scale of the implementation. One important option for scaling, fault tolerance, and disaster recovery is user-managed MongoDB. […]

Can Alteryx Speed Up ERP Implementations?

Implementing systems, absorbing acquisitions, and peeling off divestitures is brutal!   Alteryx can help! Accessing, exporting, manipulating, and pushing data from one system’s format to a totally different system’s format is […]

Audit Automation with Alteryx and UiPath

WEBINAR Audit teams come in many shapes and sizes. Some have massive technical arms that support them and provide tools for analytics and automation. Many, however, are resource-strapped groups with […]

Accelerating Month-End Close with Process Automation

  Do you dread the month-end close processes within your company? Does your accounting team spend days, or even weeks, to complete reporting? You aren’t alone! The challenge is that […]

Q&A: What is Alteryx Server?

Alteryx Free Trial Alteryx Training Alteryx Resources Alteryx Webinars Schedule a Demo What is Alteryx Server? | Why do I need Alteryx Server? | See how Alteryx Server is used in real example | Alteryx Server installation | Architecture behind […]

Integrating ABBYY Vantage and Alteryx for End-to-End Automation

What is ABBY Vantage? ABBYY Vantage is a cloud-based platform that consumes documents and extracts data using OCR technology. Vantage can be used to process any document type; structured, semi-structured […]

What is Analytic Process Automation

Written by Alan Jacobson On any given day, you probably have a suite of analytic products, services, and tools to help you dive into your data. While they’re all great […]

6 Ways Alteryx Server Supercharges Your Alteryx Investment

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Tax Professionals: How to Automate Reporting and Filings with Alteryx

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Dun and Bradstreet Automation with Alteryx: Power Capitalized

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Alteryx Power BI: Push Content Into Power BI from Alteryx Workflows

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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 […]

How to Become a Data-Driven Organization

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 […]

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, […]

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 […]

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 […]

Sales Operations: Removing Manual Processes with Alteryx

 Slide Deck 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. […]

Snowflake Tool Tutorial: Using Alteryx to Push and Pull Data

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Foster a Data-driven Team with Alteryx and Snowflake

Digital workers across all departments in virtually every organization have been stuck in the same manual and monotonous processes for years. Meeting rigorous deadlines while being stretched too thin has […]

UiPath Alteryx Integration Through Alteryx Activities Package

UiPath is a Robotic Process Automation (RPA) that allows users to configure a “robot” to copy and integrate human actions to execute manual, repetitive digital processes. UiPath provides easy, drag-and-drop […]

Optimize Finance Operations and Reduce Bottlenecks with Alteryx and ABBYY

Digital transformation is a top priority for finance leaders.  Success improves visibility into cashflow and working capital, reduces transaction costs, and creates the foundation for driving long-term value. Sadly, only […]

Data Automation in the Office of Finance with Alteryx

Most finance organizations rely heavily on spreadsheets for financial analysis, resulting in excessive time spent on data preparation and formatting. When departments in the Office of Finance, such as accounting, […]

Integrate Alteryx and Snowflake 

Integrate Alteryx and Snowflake  Every company has large amounts of data that they need to store and analyze, but there can be many challenges in working with this data. Often the data is coming from […]

Streamlining Internal Audit with Alteryx Analytic Process Automation (APA)

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Manage Your Time Series Data with Alteryx and ABBYY Timeline

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Finance Process Improvement: Accounting & Finance Automation

Webinar Slide Deck Accounting, tax, and finance have some of the most data-intensive processes within any company. Revenue, expenses, forecasting, and reporting require numbers from every part of the organization. […]

How can WAM help me with Change Control and Versioning on my Alteryx Workflows?

Keeping track of the changes made to your workflows can be difficult, especially as they are being developed and tested iteratively. Saving multiple copies of workflows can also be confusing […]

How to Quickly Verify Alteryx Workflow Versions?

Since Alteryx is always improving, it is important to keep track of which version of Alteryx Designer your workflows were created in. Not doing so can lead to version compatibility […]

Pairing Alteryx (APA) and UiPath (RPA) for Fully Automated Processes!

Thursday, October 8, 2020 11:00 am – 12:00 pm Central Automation is taking the world by storm. We see it in every industry and every functional area within an organization. […]

WAM Optimization and Audit Reporting

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What is Alteryx?

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Robotic Process Automation (RPA) and Alteryx’s Analytic Process Automation (APA) are amazing platforms for companies looking to automate manual, risky, and time-consuming processes. Our clients have begun to ask, “Which […]

Free Alteryx Training

Don’t miss out on this opportunity for free training to take your Alteryx skills to the next level! Over the next seven weeks, you will have the opportunity to register […]

Alteryx vs Tableau: What’s Best for My Organization?

Clients ask us to help them choose between vendor solutions nearly every day. Once we dig into the organization’s challenges and existing technologies, we can help pretty quickly. We’re asked about […]

Data technologies can be overwhelming. Join us on May 7th to see seven vendor solutions during a Technology Matters Marathon!

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Tax Automation: How bioMérieux is Enabling Collaboration with Alteryx

Watch James Leo, Senior Tax Manager – Direct Taxes with bioMérieux, a worldwide leader in the defense of the COVID-19 pandemic and Capitalize Analytics show how Tax teams are leveraging the […]

Government Data Analytics – Driving Insights

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How Workforce Analytics Can Empower HR Teams in Today’s Environment

With today’s current environment, Human Resource departments need to be more agile than ever. Company leaders have questions and HR needs to respond to those questions with timely and accurate data. […]


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Tax departments must work with data from nearly every department of an organization. With very little control of the source data, tax teams must massage, prepare, blend, and analyze data […]

Now Available On-Demand: Streamlining Financial Reporting in Government and Education Workshop

Public sector faces unique challenges in fulfilling financial reporting requirements, including adherence to standards, siloed data, shrinking budgets and growing public expectations. This Tableau and Alteryx workshop is for you […]

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Most of the time, you’ll start creating a workflow with a single data source (or set of sources) in mind. Therefore, you build your references, your row selections, your filters, […]

HR Workforce Analytics On-Demand Webinar Series

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HR Workforce Analytics: Getting Started with Alteryx Designer – Three-Week Series

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Tacos, Tequila & Analytics with Alteryx on August 14th in Houston!

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Capitalize Analytics at the 2019 Texas Connection Consortium!

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Alteryx Solution for Updating Workers’ Compensation Code on Employee Records

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Upcoming Live Webinar! Revolutionize Analytics for the Oil, Gas, and Energy Industries

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Alteryx Key Components

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Alteryx Inspire Conference June 5-7th, 2017

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