Automation Opportunity Checklist

Use this checklist to identify which finance processes in your organization are the best candidates for automation. Systematically scoring each process helps you prioritize where automation will deliver the most value, reduce manual work and minimize risk.


Why Use This Checklist?

  • Spot “quick wins” for automation
  • Objectively compare and prioritize processes
  • Build a business case for automation investment
  • Engage stakeholders with a transparent process

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Need Help?

Want expert support in mapping your finance processes or building your automation roadmap? Contact Financial Factory for a consultation.