Financial Factory Automation Resources
Explore our curated collection of guides, checklists, templates, and learning resources to help you succeed with finance process automation. Some resources are available to all, while others are exclusive to clients.
Getting Started
- What is Finance Process Automation?
An introduction to the fundamentals of finance process automation—what it is, how it works, and why it matters for modern finance teams.
- Top 5 Quick Wins in Finance Automation
Discover five common automation use cases that deliver fast results and build confidence in your automation journey.
- Self-Assessment: Is Your Process Ready for Automation?
A practical checklist to help you evaluate if a specific finance process is suitable for automation.
- FAQ: Common Automation Questions
Answers to the most frequent questions about finance automation, compliance, tools, and change management.
Checklists & Templates
- Automation Opportunity Checklist
Score and compare different finance processes to identify the best automation candidates using this structured checklist.
- Compliance & Audit Automation Checklist
Ensure your automation projects meet legal, regulatory, and audit requirements with this comprehensive checklist.
- Process Mapping Template
Document every step, role, and tool in your finance processes to support automation design and improvement.
- Implementation Checklist
A step-by-step guide to planning, building, and deploying finance process automation projects.
- Stakeholder Engagement Plan Template
Identify, analyze, and plan how to involve key people throughout your automation project for better results.
- Change Management Plan Template
Plan communications, training, and support to help your team adopt new automated ways of working.
Scoring & Calculators
- Project Scoring & Prioritization Worksheet
Objectively score and prioritize your automation projects based on impact, feasibility, and business value.
- Automation ROI Calculator
Estimate the return on investment, payback period, and savings for your automation initiatives.
- Time Savings Estimator
Calculate how much time your finance automation project could save annually.
Reference & Learning
- RPA Tool Comparison Matrix
Compare popular RPA platforms side by side on features, integration, pricing, and more.
- Glossary: Key Terms in Finance Automation
A plain-language glossary of the most important terms in finance automation, RPA, and digital transformation.
- Curated Learning Resources
A handpicked list of online courses, vendor academies, books, and communities to help you and your team master automation.