The Busy Person’s Guide to Spend Management Automation

This isn’t a guide, really. It’s more of a quick roundup of helpful resources on spend management automation. Short on time but want to learn how to streamline finance processes and save your company money and time? Read on! 

Resource #1: 3½ minute video on How to Build a Business Case for Expense Management Automation 

In this quick video, we highlight the needs of four key stakeholders: the finance leader, finance team, IT, and company leadership. You’ll get tips on how to build a business case for expense management automation that checks off your stakeholders’ requirements. 

Resource #2: Newly updated Expense Policy Guide & Template 

Want to start boosting policy compliance today? This easy-to-follow guide and template can help you create a more effective employee expense policy.  

Resource #3: Spend is changing. Are your KPIs keeping up? 

We love a good scorecard, and this one is a favorite among finance leaders we share it with. Use it to measure the success of your current spending program, your travel and expense technologies (assuming you have some), and your company’s spending to see where you could improve.  

Resource #4: Expense Automation Solutions: A Buyer’s Guide 

Personally, we think the right choice for expense automation is obvious. That said, this guide covers why automation is crucial for business momentum, which automation features are a must-have in today’s business climate, and the top 10 questions to ask solution providers like us.  

Resource #5: Accounts Payable Automation: A Buyer’s Guide 

Learn what truly automated AP looks like (no, PDF invoices don’t count), the steps for successfully transforming your invoice management processes, and how to choose the right solution and solution partner (spoiler alert). 

So, there you have it. Five spend management automation resources for when you’re busy building business momentum for what’s next.