“AI” to ROI in 45 Days – Less Hype. More Help.

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 become the backbone for their organization to make data-driven decisions. That is all great in principle, but …
Alteryx +GenAI: 5 Real-World Use Cases Explained

Is your team struggling to keep up with endless manual data tasks? Are valuable insights buried in unstructured data, locked away in documents, text, and disparate systems, requiring countless hours of manual effort to extract and analyze?
Capitalize understands the challenges businesses face in turning raw information into actionable …
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 current governance maturity against benchmarks to establish right-sized governance structures to manage risks, encourage cross-department reuse, monitor …
From Manual to Automated: How Blue Sky Bank’s Controller Leveraged Alteryx and BlackLine to Drive Efficiency and Compliance
See above for an insightful webinar featuring Zach Allen, SVP & Corporate Controller at Blue Sky Bank, along with Capitalize’s Brian Zahn, Managing Partner, and Andrew Trettel, Office of Finance Manager.
Together, they’ll take you through Blue Sky Bank’s journey of integrating Alteryx and BlackLine to transform and …
Transforming Banking with UiPath: Enhancing Risk Management and Accounting Accuracy
Get ready to step up your finance game with intelligent automation! Our upcoming webinar will equip you with insights on how software robots can transform monotonous and repetitive tasks like invoice processing, financial reporting, and compliance verification into efficient, real-time operations. Learn how UiPath can make your finance department work …
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 your decisions and actions.
In a perfect world, all your critical KPIs would live in a single dashboard with …
Scaling Workday Adaptive Planning: Lessons from Schellman’s FP&A Team
Standing up Workday Adaptive Planning is just the beginning—scaling it to meet the demands of a fast-moving, services-driven business is where the real transformation happens.
Watch the webinar to go behind the scenes with Don Lichter, Schellman’s VP of Finance, and Evan Decker, FP&A Manager, to see how …
Streamlining Internal Audit with Alteryx Analytic Process Automation
Internal auditors are tasked with dissecting and evaluating enterprise business processes, often requiring the acquisition and analysis of large amounts of data.
Increasingly, internal audit teams are being asked to do more audits, larger audits, and continuous audits without expanding the size of their teams. Spreadsheets are …
Watchtower for Alteryx — The Always-On Safety Net for Your Workflows
Your Alteryx workflows are vital to your business—but every day they run without oversight, you risk costly errors slipping through unnoticed. A single missed change, a renamed table, a missing file, or a new data format can cause ripple effects that distort reports, delay decisions, misstate key financial metrics, and …