Live Webinar

IOFM Virtual Demo Day

Session Overview:

Turning Fragmented Finance Data into Real Control

Ask most finance leaders if they have visibility into their business, and they'll say yes. Ask where that visibility actually lives, and the answer gets complicated: invoices in one system, contracts in another, approvals in email, exceptions handled by whoever caught them first. Gartner's research captures the gap this creates: 87% of finance leaders feel pressured to tie their AI and automation investments to measurable business outcomes this year, but only 22% say they've actually gotten there. The problem isn't ambition. It's that the underlying data is too fragmented to act on.

Most platforms solve this by automating one workflow in isolation. onPhase takes a different approach: we unify financial documents and data, such as invoices and statements, with operational documents and data, such as contracts and W-9s, in a single system of action to support more informed decisions. AI-powered ingestion captures and organizes the data. Workflow automation puts it to work. Decision intelligence turns it into the visibility finance leaders actually need, at close, at audit, and every day in between.

The result isn't just faster processing. It’s control: trusted data, embedded compliance, and a finance team freed to focus on the decisions that move the business, not the paperwork that slows it down.

See how it comes together. Join our demo.

 

About Our Speakers

Keaton Olund

Keaton Olund

Keaton is a seasoned Sales Engineer with expertise in guiding enterprise organizations through automation projects. With a wealth of experience, he specializes in identifying and implementing financial automation solutions that produce tangible results for the office of the CFO.

With a proven track record and deep expertise in AP automation, workflow automation, and document management, Keaton is an invaluable asset for organizations evaluating the most suitable automation solutions for their current and future processes.

September 17, 2026
10:00 AM ET

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