ToolKit

Resources to Move AP Forward

Guides, templates, and tips to help you pinpoint what slows AP down and spark conversations that move things forward.

Turn Frustration into Forward Momentum

If you’re starting to see the opportunity in automation, the next step is helping others see the value too. A well-built business case can move the conversation from frustration to progress. 

A strong business case helps you:
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Surface hidden costs and operational risks 
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Show the ROI and long-term value
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Align all stakeholders around shared goals 
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Empower youself to lead the charge toward improvement 
STEVEN BODINE, CUMBERLAND INTERNATIONAL TRUCKS

 

Your Toolkit for Next Steps

Use these resources to help you organize ideas, show impact, and bring others into the conversation when the time is right.
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CHECKLIST:
Turn Pain Points Into Talking Points

 

Pinpoint key challenges in your AP process and translate them into clear, credible points your team can rally behind.

DOWNLOAD THE CHECKLIST
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MINI-GUIDE:
Show the Value Behind AP Improvements 

 

 A short guide with data, examples, and framing you can use to explain how improving your AP processes could deliver real ROI.

DOWNLOAD THE GUIDE
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PRESENTATION:
Bring Others Into the Conversation

 

Walk your team through the value AP automation can bring with a ready-to-customize slide deck designed to win buy-in. 

DOWNLOAD THE PRESENTATION
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Get Personalized Support

Not sure where to start? Our experts can walk through these materials with you, help you benchmark your processes, and share examples of what other AP teams are doing.

More Resources to Explore

Building a Compelling Case for AP Automation

August 23, 2024  |  4 min read

How Automation is Shaping the Finance Department’s Future 

June 20, 2024  |  4 min read

Five Key Questions to Guide Your AP Automation Strategy

July 28, 2025  |  3 min read