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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 lived in one system, contracts in another, approvals were in email, and exceptions were handled by whoever caught them first. Gartner's research captured the gap this created: 87% of finance leaders felt pressured to tie their AI and automation investments to measurable business outcomes that year, but only 22% said they'd actually gotten there. The problem wasn't ambition. It was that the underlying data was too fragmented to act on.

Most platforms solved this by automating one workflow in isolation. onPhase took a different approach: we unified 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 captured and organized the data. Workflow automation put it to work. Decision intelligence turned it into the visibility finance leaders actually needed, at close, at audit, and every day in between.

The result wasn't just faster processing. It was control: trusted data, embedded compliance, and a finance team freed to focus on the decisions that moved the business, not the paperwork that slowed it down.

See how it came together. Watch the 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.

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