The Put It Forward Intelligent Finance Automation Playbook outlines how finance teams can evolve from manual, compliance-focused operations to strategic drivers of business insight. Citing McKinsey and Accenture, it notes that over 60% of finance tasks can be automated, freeing teams to focus on analytics and decision support. The playbook highlights challenges such as repetitive workflows, reactive FP&A processes, inefficient order-to-cash, and fragmented procure-to-pay systems. Put It Forward’s Intelligent Automation Platform integrates data, analytics, and AI in a low-code environment to automate processes, surface predictive insights, and unify decisions across departments. Real-world use cases from OpenTable and SoundUnited demonstrate cost savings, agility, and revenue growth enabled by automation and analytics.

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