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

February 16 at 11 AM CT


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 become the backbone for their organization to make data-driven decisions. That is all great in principle, but when faced with so much opportunity and so many options, clients tell us that it feels like an uphill battle to get started.

Capitalize has consolidated its expertise gained from supporting departments across the Office of Finance at over 1,000 organizations to formulate “Capitalize’s Office of Finance Blueprint.” In this webinar, we will discuss how we help hundreds of clients in departments like Accounting, Audit, Tax, and FP&A to:

  • Identify and prioritize use cases for automation that will have tangible impact.
  • Understand and select the best technology based on your needs.
  • Integrate automation platforms into your organization’s existing technology ecosystem.
  • Build and maintain key automation processes.
  • Create an infrastructure where your business can easily govern, control, and audit your processes.

There is no reason to spend hours hand-keying data, manually compiling extracts out of multiple systems, following tedious steps from a long and complicated process document, or having to do all of this while fighting with Excel. All teams can improve with automation technology. Whether saving time, reducing errors, avoiding increased headcount, or increasing employee satisfaction is your goal, automation can help. We will take a deep dive into three key use cases and review examples of OoF processes before and after automation including:

  • Month-End Account Reconciliations
  • State Income Tax Apportionment
  • Financial KPI Trend Analysis

Join our experts on February 16 at 11:00 AM CT as we demonstrate how Capitalize’s Office of Finance Blueprint can reinvent how you do business.

If you can’t attend the live webinar, register anyway, and we’ll send you a link to the recording.