Measuring the Affect of Finance Automation


Finance and accounting groups are already cashing in on automation — with sooner closes, fewer errors, and extra time for evaluation.

Our new report, The ROI Of Finance Automation,” kicks off Forrester’s Finance & Accounting Automation analysis sequence. It’s your blueprint for turning automation from a buzzword right into a boardroom win. We present you find out how to construct a enterprise case that will get funded quick.

Why This Issues — And Why Now

Finance automation isn’t nearly productiveness enhancements. It’s about:

  • Liberating up finance expertise for strategic work as an alternative of bill firefighting.
  • Slicing prices by retiring outdated, high-TCO methods.
  • Unlocking working capital by way of early cost reductions.
  • Staying compliant throughout a number of nations throughout the globe with out breaking a sweat.

Why now? Superior AI — together with agentic AI and generative AI — is the sport changer. These applied sciences are powering next-gen automation capabilities like clever bill matching, predictive money circulation, and autonomous exception dealing with. The end result? Sooner ROI, smarter selections, and a finance perform that drives development as an alternative of simply closing the books.

The Acme Story: Use Complete Financial Affect™ (TEI) Framework To Calculate The ROI

To make it actual, we modeled a fictional world enterprise utilizing Forrester’s Complete Financial Affect™ (TEI) framework. After implementing fashionable AP automation, they’ve achieved ROI 111% with Payback in beneath 6 months. Forrester shoppers can use our Complete Financial Affect™ (TEI) to calculate your personal finance automation ROI.

A conceptual graphic showing the four pieces of Forrester’s TEI model — benefits, costs, flexibility, and risk — and the elements that comprise them. Benefits consists of people, process, and technology; costs consists of quantified value and defined metrics; flexibility includes opportunities created for the future; risk includes uncertainty and the impact of assumptions.

What’s Subsequent

This report is simply the beginning. Coming quickly, we are going to publish a sequence of finance automation reviews:

  • Complete Financial Affect™ (TEI) Mannequin For Finance Automation
  • Gauge Your Finance Automation Program Maturity
  • High Agentic AI use instances for AP automation
  • High Agentic AI use instances for AR automation
  • The state of e-invoicing and tax compliance

Forrester shoppers can learn the full report and  request a steerage session or inquiry with us.



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