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Sage Intacct AI features guide: Enhance your AP automation workflows

Nanonets

You can use it to: Compare budgeted versus actual figures in real-time Get quick answers to financial queries through conversational search Streamline month-end close processes Automate approval workflows and reconciliations Say you need to check budget variances for this quarter.

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Automating Account Reconciliation in NetSuite

EBizCharge

When reconciliation is automated, you get faster closes, cleaner books, and better control over financial data. Plus, with reliable audit trails and consistent rules in place, you’ll be more prepared for compliance reviews and reporting requirements. Automation also reduces the risk of human error. And let’s not forget visibility.

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The Silent Costs of a Traditional Financial Close (and Why It’s Time To Modernize)

FloQast

And solutions that are easy to implement help businesses mitigate the cost of traditional close processes and enhance performance. Automation can reduce the time to close by 26 % or more. Because automation reduces the likelihood of human errors and ensures that tasks are performed accurately according to predefined rules.

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Streamlining SumUp’s Monthly Close: A FloQast Success Story

FloQast

In late 2021, SumUp , a global payments provider serving millions of businesses worldwide, faced significant challenges with their manual, spreadsheet-based monthly Close process. Streamlined Workflows: FloQast offered pre-built templates and workflows specifically designed for the Close process.

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Finance Teams: Stop Wasting Time on Manual Account Reconciliation & Automate

The Finance Weekly

To provide a complete and accurate picture of a company’s financial performance, account reconciliation must be treated as a priority and critical path in the period-end close process. Finance teams must adopt some sort of method to improve accuracy, enhance efficiency, and ensure greater security in the account reconciliation process.

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Planful Reviews

The Finance Weekly

The collaboration feature, despite some limitations, is enhanced by an effective commenting system, provided rules of use are well-established. Planful has significantly reduced the time required to close each month. This streamlined process allows an immediate transition to financial reporting and analysis.

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Salesforce Automation

Nanonets

How to Automate in Salesforce Workflow Rules and Process Builder Workflow Rules and Process Builder are essential tools in Salesforce for automating routine tasks. Workflow Rules allow you to define criteria and actions to automate processes like sending email alerts, updating fields, and creating tasks.