Auditoria SmartFlow Skills Platform Overview

Auditoria’s SmartFlow Skills Platform uses AI-driven automation to streamline financial tasks, deliver rapid insights, and power ERP-centric cognitive workflows, transforming finance operations for greater speed and intelligence.

Auditoria Solution Overview

Auditoria’s AI SmartBots automate AP and AR processes, integrating with existing systems to reduce manual work, improve accuracy, enhance controls, and boost productivity and stakeholder satisfaction in the finance back office.

Auditoria SmartVendor

Auditoria’s SmartVendor leverages AI to automate vendor management and AP tasks, enabling zero-touch processing, fraud detection, and seamless ERP reconciliation for greater efficiency and risk mitigation.

AP Helpdesk

Auditoria’s AP Helpdesk streamlines shared inbox management by using AI-enabled SmartBots to automatically monitor and respond to incoming communications. These bots are trained in finance and handle over 90% of inquiries, significantly speeding up response times, reducing manual workloads, and improving vendor satisfaction.

AP Accruals

Auditoria’s SmartVendor AP Accruals automates supplier outreach and the entire month-end accruals process. By leveraging machine learning and natural language processing, it estimates expenses, generates journal entries, matches third-party data, and reconciles with the general ledger. This reduces risk, improves accuracy, and shortens the close cycle—eliminating manual effort and errors in a traditionally tedious process.

AP Invoices

Auditoria’s AP Invoices solution uses agentic AI-enabled SmartBots to automate the extraction of data from vendor invoices, eliminating redundant and manual processes. This automation improves speed, accuracy, and efficiency in finance operations. The data collected is organized into detailed reports that provide valuable insights and greater visibility into the company’s cash position, helping finance teams make better-informed decisions.

Auditoria SmartCustomer

Auditoria’s SmartCustomer automates AR processes—collections, helpdesk, and remittances—using AI SmartBots to improve cash flow, reduce DSO, boost efficiency, and enhance visibility and control over customer payments.

AR Remittances

Auditoria’s AR Remittances increase speed, accuracy, and efficiency in the finance office using AI-enabled SmartBots to automate redundant and manual data extraction from AR document remittance. Data gathered from interactions is captured in reports that allow analysis and insights to derive greater visibility into cash position.

AR Collections

Auditoria’s AR Collections uses agentic AI SmartBots to automate collections and dunning activities, improving cash performance, productivity, and customer satisfaction. It enhances speed, accuracy, and efficiency in finance offices by streamlining accounts receivable processes and increasing cash position visibility.

AR Helpdesk

Auditoria’s AR Helpdesk leverages agentic AI SmartBots to boost speed, accuracy, and efficiency in finance offices by automating the monitoring and response to requests in shared AR email boxes. These SmartBots, trained in finance concepts, handle over 90% of inquiries, execute authorized tasks, and capture interaction data for reporting, providing insights to enhance cash position visibility.

Auditoria Guardian

Auditoria Guardian offers enhanced enterprise-grade security for AI-driven AP and AR automation, featuring full data isolation, BYOK encryption, and embedded AI/ML for secure, private finance operations.

Auditoria SmartResearch

Auditoria SmartResearch™ provides instant, decision-ready financial insights, eliminating manual analysis and enabling faster strategic action.

Auditoria + ServiceNow

Auditoria.AI integrates its Agentic AI SmartBots with ServiceNow’s Now Platform® to automate key finance operations. This partnership empowers CFOs to streamline AP, AR, and vendor workflows by eliminating manual tasks through intelligent, autonomous AI agents—boosting efficiency, accuracy, and resilience across the finance organization.

Auditoria + Sage

Auditoria SmartFlow Skills enhance Sage Intacct Financial Management by ushering in a new era of AI and automation for finance. While ERP systems have evolved to the cloud over the decades, Auditoria brings the next leap—intelligent automation—to empower accounting, budgeting, forecasting, and audit teams with greater efficiency and insight.

Auditoria + Oracle NetSuite

Auditoria.AI enhances finance back-office operations through AI-powered SmartBots that integrate with systems like Oracle NetSuite to automate AP, AR, GL, and vendor management tasks. Leveraging large language models and intelligent automation, Auditoria improves accuracy, speeds up decision-making, and streamlines finance operations with rapid, low-friction deployment.

Auditoria + Workday

The partnership between Workday and Auditoria enhances corporate finance by accelerating monthly close processes, uncovering hidden financial commitments, and improving operational efficiency. Auditoria integrates with Workday to streamline AP, AR, and procurement, offering better cash visibility and increased productivity.

Auditoria + KPMG

Auditoria.AI is a cloud-based SaaS platform that integrates with Workday Financial Management to automate finance and accounting tasks using AI-powered SmartBots. These solutions boost productivity, minimize errors, enable touchless processing, and provide actionable insights for finance teams.

Auditoria + Coupa

Auditoria.AI’s Agentic AI SmartBots enhance Coupa’s accounts payable (AP) processing by automating vendor invoice intake and AP helpdesk tasks. Designed for finance teams, these SmartBots digitize and classify invoices at scale, streamline communication via the shared AP email inbox, and integrate with the Coupa Supplier Portal. The result is faster, more efficient AP operations with reduced manual effort.

Agentic AI for Finance: Eliminating Inbox Chaos and Streamlining Operations

Auditoria’s new guide, “Agentic AI for Finance,” details how autonomous AI helps finance teams eliminate repetitive inbox triage, reduce invoice processing time by 500%, and cut past-due balances by up to 75%. It outlines use cases, results, and next steps for automating AP, AR, or both, addressing common challenges like manual workflows and buried emails.

Auditoria® SmartCollections for Transportation and Logistics

Auditoria SmartCollections for transportation and logistics automates AR tasks, integrates with ERP and TMS systems, prioritizes collections, and enhances cash performance, reducing working capital strain for finance teams.

Auditoria SmartFlow Skills for Sage Intacct

Auditoria SmartFlow Skills enhance Sage Intacct with AI-powered automation, bringing modern efficiency to accounting, budgeting, and audit functions, and ushering in a new era of intelligent finance operations.

Auditoria SmartFlow Skills for Oracle NetSuite

Auditoria enhances Oracle NetSuite ERP with AI-driven automation, enabling fast deployment, smarter analytics, and improved audit governance, helping finance teams achieve greater efficiency and control.

Auditoria SmartCollections Supercharges Workday Financial Management

Auditoria SmartCollections tightly integrates with Workday to automate AR and collections, delivering 10x gains in speed and accuracy through AI and ML, improving cash visibility and productivity for finance teams.

The Definitive Guide to Hyperautomation in Finance

Hyperautomation combines RPA, AI, and intelligent software to automate complex finance processes requiring decision-making, offering transformative efficiency gains beyond traditional automation.

2023 State of Automation in the Finance Office Report: Full Throttle for Finance Automation

The 2023 finance automation survey shows teams burdened by manual work are turning to AI and machine learning, with AP and AR still the most manual areas, signaling a shift beyond RPA toward smarter tech.

Lunch & Learn: Reduce Operating Expenses for Finance and Accounting

Auditoria.AI integrates with Workday to automate finance tasks like invoice processing, payment reminders, vendor inquiries, and accruals, streamlining operations and improving efficiency.

Auditoria SmartVendor: AP Helpdesk (Deep Dive)

Auditoria’s AI Teammates streamline AP by instantly handling vendor inquiries, routing approvals, and managing routine tasks, freeing AP teams to focus on higher-value work.

Workday Rising 2024 – customers reveal early lessons from gen AI in action

Workday Rising provided a gut check on all things AI. It also presented me with a chance to hear from customers that are now embarked on generative AI projects – and what they’ve learned so far.

Auditoria SmartCustomer: AR Remittances

Auditoria.AI automates remittance tasks, slashing AR workload by 70%, boosting cash flow, and speeding up reconciliations with AI superpowers.

AI Agents Vs. AI Teammates: Which Are Better For Finance Teams?

Auditoria.AI’s CEO Rohit Gupta explains the difference between AI agents and AI teammates in finance, emphasizing that while agents like ChatGPT handle individual tasks, AI teammates collaborate across departments to automate workflows and enhance team productivity. He argues that finance teams should leverage both to improve accuracy, reduce costs, and streamline operations for long-term success.

Going for Gold with Finance Automation: Results from the 2024 State of Automation Survey

The webinar “Going for Gold with Finance Automation” presents key insights from Auditoria.AI’s 2024 State of Automation in Finance Report, based on responses from over 250 finance professionals. It explores how finance teams are progressing with AI and automation, the ongoing challenges of manual workflows, and which tasks remain the most time-consuming — particularly accounts payable and receivable. Presenters Elaine Nowak and Nick Ezzo discuss emerging automation trends, top pain points, and how finance departments can overcome hurdles to achieve greater efficiency and productivity.

2024 State of Automation in the Finance Office Report: Going for Gold: Insights on Finance Automation

The 2024 finance automation survey reveals growing AI adoption, persistent challenges like email overload, and strong momentum toward transforming finance operations for the oCFO.

AI-Driven Cognitive Applications ShortList 2024

Constellation’s ShortList features top vendors offering AI-driven cognitive applications that automate enterprise-wide processes like order to cash and procure to pay. These systems enable self-learning, self-securing operations, forming the backbone of the emerging $10.35B autonomous enterprise market.

Transforming Financial Management with AI: An Interview with Rohit Gupta, CEO and Co-founder of Auditoria.AI

Auditoria.AI’s partnership with Workday brings AI-powered SmartBots to automate finance operations like AP Helpdesk, invoice processing, and accruals, reducing manual effort by over 60%. These bots improve accuracy, speed, and compliance while seamlessly integrating into Workday. Future updates will expand capabilities with GenAI for remittance processing and enhanced analytics for AP, AR, and GL.

Testimonial – Kim Archer, Dell Secureworks – AR Collections, AR Helpdesk

Kim Archer, currently Director of Financial Systems at GoHealth, talks about the evolving role of CFOs and the impact of artificial intelligence on finance functions in her previous role as Senior Manager, Business Operations at Dell Secureworks.

What’s New With Auditoria.AI: The Latest And Greatest Updates

In this webinar, Elaine Nowak unveiled Auditoria.AI’s newest capabilities—ranging from the AR Remittances module to enhanced AR/AP Helpdesk features like team assignment, automatic task distribution, and collaborative mode—alongside cutting‑edge technology updates such as a proprietary Small Language Model and multi‑LLM production support, all designed to streamline finance workflows and deliver deeper analytical insights.

9 Steps to Enhance Your Workday Financial Management

The 9-step guide enhances Workday Financial Management with AI automation, boosting efficiency, reducing manual tasks, and improving strategic decision-making.

CFO Dive Auditoria.AI’s ‘human-in-the-loop’ option targets automation-wary finance teams

When it comes to new technologies, CEO Rohit Gupta sees CFOs and their finance teams as “fast followers” rather than early adopters.

Unleashing The Power Of GenAI To Supercharge Your Corporate Finance Career

Generative AI is reshaping corporate finance by automating routine tasks, improving data accuracy, and accelerating decision-making. As explained by Auditoria.AI’s CEO, Rohit Gupta, this shift allows finance teams to focus on strategic initiatives, driving greater efficiency and value across the organization.

Leveraging Intelligent Applications to Enhance Workday Financial Management

In this March 20, 2024 webinar, Elaine Nowak presented how Auditoria.AI integrates with Workday Financial Management to automate manual financial tasks using AI-powered intelligent applications. The session highlighted how this automation boosts efficiency, enhances accuracy, and frees finance teams to focus on strategic initiatives. Key topics included the benefits of intelligent apps, overcoming AI adoption concerns, the value of the Workday–Auditoria partnership, and future trends in AI-driven financial transformation.

AI for the Finance Office Finding a Competitive Edge – Rohit Rockstar Panel, Workday Rising

Demystifying AI Governance and Control for Finance – A Guide to AI Governance

Explore how AI governance enhances financial decision-making, mitigates risks, and ensures regulatory compliance, offering essential insights for finance professionals in corporate settings.

Making the Business Case for Automation: Procure to Pay

Procure-to-pay automation cuts manual AP tasks by up to 75%, saving millions in costs, boosting productivity, reducing vendor risk, and improving compliance and vendor relationships.

Making the Business Case for Automation: Order to Cash

Order-to-cash automation halves AR workloads, saving thousands of hours annually while helping teams accelerate collections, improve cash flow, and focus on higher-value tasks.

Auditoria SmartCustomer: AR Collections

Auditoria streamlines collections with zero-touch, error-free SmartBots that automate repetitive tasks like monitoring high-risk accounts, offering client incentives, and mitigating bad debt, freeing teams for higher-value work. It provides real-time visibility into predictive remittance forecasting and prioritizes tasks with automated correspondence, logging, and tailored tonality. Intelligent analytics deliver key metrics like dynamic DSO and risk indicators. Download the AR Collections Solutions Brief for more on accounts receivable automation.

Auditoria SmartVendor: AP Accruals

Auditoria’s SmartBots simplify accruals data collection by capturing insights, preparing journal entries, reconciling them into your ERP system, and speeding up monthly closes with complete accuracy. They also automate repetitive vendor and invoice tasks, processing millions of invoices while detecting fraud and mitigating risks with intelligent algorithms. Download the SmartVendor Solutions Brief for more on invoice automation.

Auditoria SmartVendor: AP Helpdesk

SmartBots are deployed to monitor email inboxes and respond conversationally to inquiries on approval status, invoice payments, short pay issues, and missed invoices.

Auditoria SmartCustomer: AR Helpdesk

SmartBots enhance response time, reduce resources, and boost customer satisfaction by continuously monitoring email inboxes, responding conversationally to inquiries like invoice requests within minutes, and operating 24/7. They process finance-specific content securely, minimizing AR team interruptions while ensuring timely service. Download the SmartCustomer Solutions Brief for more on invoice automation.

Why You Should Use Automation To Overhaul Your Shared Inboxes

Finance teams face inefficiency and security risks from overloaded shared inboxes. Automating them with AI improves task prioritization, data protection, and productivity, enabling scalable, compliant, and efficient back-office operations.

AI-Driven Cognitive Applications ShortList 2023

Constellation’s ShortList identifies leading vendors of AI-driven cognitive applications that enable autonomous enterprises by automating mission-critical processes and precision decisions, fueling a market forecast to hit $10.35B by 2030.

2023 State Of Automation : Survey Results – Full Throttle For Finance Automation

In the July 26, 2023 webinar, Elaine Nowak and Nick Ezzo presented key findings from the “2023 State of Automation in the Finance Office” report. The session revealed that manual processes, follow-ups, and inbox overload continue to hinder finance professionals. Based on a broad industry survey, the report emphasized the urgency for finance teams to adopt automation to improve performance and remain competitive. The discussion offered actionable insights to help transform finance operations into efficient, automated systems.

Finance Disrupted – How Generative AI Will Revolutionize the CFO Office

Watch the replay of “Finance Disrupted – How Generative AI Will Revolutionize the CFO Office” to explore generative AI’s definition, focusing on its role in finance automation, data analysis, and fraud detection. The webinar addresses ethical concerns like bias and privacy, and includes real-world case studies of successful adoption with key lessons and future trends. Presenters are Elaine M. Nowak, Sr. Director of Product Marketing, and Nick Ezzo, VP of Marketing at Auditoria.AI. Originally aired on June 27, 2023.

Jeremy Foster, CFO, Talroo.com

Jeremy Foster, CFO of Talroo.com, brings over 15 years of leadership experience in tech and banking, having served as CFO or COO for multiple Inc. 5000 companies recognized as top workplaces in Austin.

Ryan Belcher, CEO, Spendwise

Ryan Belcher, Founder and CEO of Spendwise, leads a spend management platform used by over 500 companies and brings deep financial expertise from roles at FoxHollow Technologies and PwC.

Sam Gupta, Principal Consultant, ElevateIQ

Sam Gupta, a top ERP thought leader and host of the WBSRocks podcast, specializes in financial systems and digital transformation, sharing insights from industry influencers and executives.

Adeel Mushtaq, Entrepreneur

Adeel Mushtaq, a chartered accountant with 24 years of experience in finance and operations, has held senior roles in asset management and now leads a startup focused on supporting mid-sized investment and asset managers.

Companies Tap Their Own Data to Drive Efficiencies With AI

Major enterprises like Alphabet, Microsoft, and Bank of America are embracing generative AI to streamline internal operations, automate financial workflows, and boost productivity. AI is proving especially valuable in back-office tasks, real-time data insights, and intelligent customer engagement. However, effective adoption depends on data quality, governance, and modern infrastructure. Companies like Auditoria.AI are leveraging generative AI to unify fragmented data and modernize finance systems, while internal AI tools, like BoA’s Erica, demonstrate how proprietary models can safely enhance decision-making. As digital transformation accelerates, data strategy is becoming a critical differentiator in driving business innovation.

Replay: Why You Should Hire A Robot For Your Next Open Finance Position

Watch the replay of “Why You Should Hire a Robot for Your Next Open Finance Position” to discover why robots, excelling at clerical and administrative finance tasks without needing breaks, might outshine junior accountants for tedious work. Presenter Elaine M. Nowak, with Nick Ezzo, explores how this technology can propel finance teams forward, advance careers, and drive success, leaving impactful tasks for human strengths. Originally aired on April 26, 2023.

Executives Want Generative AI, but are Taking it Slow. An Army of Providers has Lined up to Help

Despite strong interest in generative AI, most enterprises remain cautious due to concerns over data security, governance, and readiness. While 60% of executives anticipate major long-term impact, widespread adoption is still 1–2 years away. Firms like PwC and Deloitte focus on internal use first to build trust. Auditoria.AI’s CEO Rohit Gupta stresses careful, data-driven implementation with strong controls to ensure real value and reduce risk.

Unifying IT and Finance: Embracing Intelligent Apps for Corporate Finance

Our eBook, “Agentic AI for Finance,” explains how Intelligent Apps, using AI and machine learning, can revolutionize finance by automating processes and boosting productivity. It covers legacy tech limitations, IT-finance collaboration, Intelligent Apps’ impact, and getting started. Download to embrace this new automation era.

Bill Conerly, Consultant, Speaker, Writer, Conerly Consulting LLC

Dr. Bill Conerly, a business economics consultant and Forbes Senior Contributor with a Ph.D. from Duke, leverages his Fortune 500 and banking experience to link economic trends to business strategy.

Stefanie Krievins, President, Stefanie Krievins & Co.

Stefanie Krievins, coach and host of the “Hot Mess Hotline” podcast, leverages her HR, nonprofit, and business consulting background to help leaders and organizations drive strategy, growth, and transformation.

Jack Sweeney, Host and Creator, CFO Thought Leader Podcast

Jack Sweeney, creator of the CFO Thought Leader Podcast and author of THE CFO YEARBOOK, is an award-winning business journalist and media entrepreneur focused on financial leadership and middle market business content.

AI-Driven Cognitive Applications ShortList 2022

Constellation’s ShortList highlights vendors offering AI-driven cognitive applications that automate core business processes for a self-learning, autonomous enterprise, a market projected to reach $10.35B by 2030.

Auditoria Empowers Finance Through AI and ML 2023

Auditoria.AI empowers finance teams by applying AI and ML to automate workflows, enhance forecasting, reduce costs, and boost efficiency, with SmartBots integrating seamlessly into ERP systems to handle repetitive tasks.

How Automation Helps CFOs and Controllers Stay Secure

Automation acts as a cybersecurity safeguard for CFOs and controllers, helping finance teams securely accelerate digital transformation amidst rising security threats.

Manish Gupta, CFO, Htoo Hospitality

Manish Gupta, with over 15 years in hotel management, excels in risk assessment, strategic planning, and customer experience, having led hotels through crises, implemented ERP systems, and driven growth through innovative, people-focused leadership.

Ruchi Kasliwal, Head Of Finance and Operations, Novo Insurance

Ruchi Kasliwal is a finance leader known for building high-performing teams and taking two companies public, recognized for her collaborative approach, operational scalability, and commitment to empathetic leadership.

Ruchi Kasliwal is a finance leader known for building high-performing teams and taking two companies public, recognized for her collaborative approach, operational scalability, and commitment to empathetic leadership.

Melissa Leon, Author & Co-Owner, Two Sense Consulting

Melissa Leon, author and co-owner of Two Sense Consulting, leverages 20 years in corporate finance to empower women in financial literacy and time management, drawing on her experience as a business owner and mother of three.

Kenny Jen, CFO Services, Pilot.com

Kenny Jen, part of Pilot’s CFO Services team, advises startups on finance, strategy, and fundraising, drawing from his experience in venture capital, product development, and strategic finance across diverse industries.

A Look Back and Forward – A Finance Retrospective and A Crystal Ball Reading

In the December 14, 2022 webinar “A Look Back and Forward – A Finance Retrospective and A Crystal Ball Reading,” Elaine Nowak and Nick Ezzo reflected on the major factors that shaped finance operations in 2022, including economic volatility and workforce shifts like “The Great Resignation.” The session outlined how these challenges remain relevant and examined key trends for 2023, such as intelligent automation, hyper-automation, and last-mile workflow automation. Attendees gained insight into improving productivity, data accuracy, and cash performance by modernizing and automating finance processes.

6 Winning Ways to Automate Accruals in Your ERP

Watch the replay of “6 Winning Ways to Automate Accruals in Your ERP” to learn how LiveRamp transformed their month-end accruals in Workday. This practical webinar addresses challenges like chasing stakeholders, audit prep, and unreliable estimates. Discover six effective accrual automation strategies, how to trust estimates systematically, and how to free junior accountants from non-value-adding tasks. Ideal for those struggling with accruals and bank statement GL matching. Presenters: Taylor Mageland, Sr. Product Manager at Auditoria.AI, and Srini Gudugundla, Sr. Director at LiveRamp. Originally aired on December 6, 2022.

Infographic: Making the Case for AP Automation

AP automation drastically cuts manual tasks, saving costs, boosting productivity, reducing vendor risk, and enhancing compliance while delivering a better supplier experience.

Infographic: Making the Case for AR Automation

AR automation cuts manual work in half, saving thousands of hours yearly, while helping teams speed collections, improve payments, and enhance customer service.

How Bring IT Standardized AR Processes to Achieve Greater Efficiency and Improved DSO with Auditoria® SmartCollections

Watch the replay of “How Bring IT Standardized AR Processes to Achieve Greater Efficiency and Improved DSO with Auditoria® SmartCollections.” Bring IT, a 360-business technology consulting firm, faced AR challenges with a small team bogged down by manual tasks and past-due invoices. Auditoria SmartCollections streamlined processes, automated dunning with ML/NLU, reduced 10+ days past due invoices by over 25% monthly, halved errors, and scaled without added staff. SmartInsights provided a dynamic dashboard for better visibility and decision-making. Presenters: Mark Brousseau, Ivana Aguilar, Raul Nava, and Elaine Nowak. Originally aired on October 25, 2022.

Automate Or Stagnate: The Future Of Finance Has Arrived

Many finance teams still rely on manual, repetitive tasks—especially in accounts payable and receivable—leading to errors, inefficiency, and employee burnout. Automation and AI can streamline data entry, reporting, and communication, freeing employees for higher-level strategic work. Integrating technology improves accuracy, saves time, supports growth, and helps retain talent. Embracing automation is now essential for finance teams to remain competitive and efficient.

How Technology Helps With Labor Shortages in the Credit Department

Watch the replay of “Inside Credit Management: What’s Causing Turnover and Labor Shortages” with Elaine Nowak, Dir. Product Marketing at Auditoria.AI, and Allan Francis, Credit Operations Manager at Levelset. Learn the top reasons for turnover, strategies to prevent it, and how automation addresses labor shortages. Ideal for credit or collections professionals. Join the credit professionals community for updates on upcoming Construction Credit Summits. Originally aired on September 22, 2022.

Take Back Your Inbox – AR Helpdesk

Auditoria’s conversational AI SmartBots tackle overflowing accounting inboxes by automating AR tasks like dunning, collections, and customer inquiries, boosting productivity and freeing finance teams for higher-value work.

Take Back Your Inbox – AP Helpdesk

Auditoria SmartBots, the first conversational AI system for finance, tackle the shared accounting inbox challenge, where 70% of professionals cite repetitive follow-ups and unresponsiveness as top issues. Operating 24/7, SmartBots handle over 90% of AP vendor requests within 60 seconds, onboard vendors, update tax forms, and optimize AR dunning, collections, and customer payments with personalized engagement. The AR Helpdesk automates inquiries and invoice/PO delivery, boosting cash performance and productivity. With robust reporting and human hand-offs for complex tasks, Auditoria frees teams for high-value work.

Auditoria SmartVendor: AP Invoices

Auditoria SmartBots use advanced cognitive OCR and Computer Vision to extract data from unstructured and structured documents like PDFs and invoices, streamlining general ledger input and eliminating manual entry. Approval workflows verify and approve data before upload, ensuring accuracy. Download the SmartVendor Solutions Brief for more on invoice automation.

Take Back Your Inbox With Auditoria SmartBots

Auditoria SmartBots revolutionize finance teams’ shared inboxes by using conversational AI to automate AP and AR email tasks, reducing manual effort, speeding responses, and boosting productivity and cash performance.

The Future of Finance Has Arrived: 2022 State of Automation in the Finance Office Report

The third-annual Automation in the Back Office report, based on a survey of over 500 finance professionals, reveals that automation is essential for corporate finance. It highlights the tasks consuming most of a finance professional’s time, top challenges in the finance office, and the current and future state of automation. The report emphasizes that embracing automation is critical to avoid burnout, turnover, and organizational risks.

2022 State of Automation in the Finance Office Report: The Future of Finance Has Arrived

A survey of 650 finance professionals shows finance offices remain largely manual, with AP and AR most affected, driving plans for increased automation and advanced analytics.

The Future Of Finance Is Smart

Finance and accounting remain heavily manual, slowing processes like month-end close and increasing the risk of errors. AI, machine learning, RPA, and blockchain can automate repetitive tasks, detect anomalies, and improve accuracy, freeing teams for higher-value work. Companies with high transaction volumes benefit most, gaining speed, security, and efficiency. Delaying automation risks errors, burnout, and lost competitiveness—modernizing finance workflows is now essential.

How Technology Is Transforming Business Payments

The pandemic forced businesses to rapidly digitize operations, accelerating digital adoption by years and exposing the inefficiencies of outdated B2B payment systems. Companies now demand faster, frictionless, and globally accessible payment methods. AI and machine learning streamline tasks like payment posting, remittance tracking, and behavior analysis, reducing errors and supporting leaner teams. Innovations like BNPL for B2B, digital wallets, and cryptocurrency are reshaping payments, though cybersecurity and adoption challenges remain. To stay competitive, businesses must embrace advanced, technology-driven payment solutions.

The era of SaaS is ending, Intelligent Apps are the future – Introducing the Intelligent Applications Top 40

Enterprise software is shifting from traditional SaaS to AI-driven intelligent applications, which use data, machine learning, and automation to solve business problems more effectively and are rapidly gaining market traction.

Found Money: Accounts Receivable Is A Gold Mine

Automating accounts receivable and collections accelerates cash flow, reduces manual labor, and frees finance teams to focus on strategic tasks like analytics and customer relationships. By improving efficiency, lowering days sales outstanding, and leveraging data insights, AR automation transforms a once manual process into a key driver of business growth and resilience.

Jennifer Halstead, CFO, Link Labs

Jennifer Halstead, CFO of Link Labs, champions the use of emerging technologies like IoT and AI to automate finance tasks, enhance team productivity, and drive operational efficiency.

AI-Driven Cognitive Applications ShortList 2021

Constellation’s ShortList identifies leading AI-driven cognitive applications that power autonomous enterprises by automating end-to-end business processes and precision decision-making, with the market projected to reach $10.35B by 2030.

Tipping Point: 2021 State of Automation in the Back Office Report

Auditoria conducted an online survey of 600+ US-based finance professionals in spring 2021 between the ages of 30-60+. The 2021 State of Automation in the Back Office Report indicates that the corporate finance back-office must step up and embrace automation and shed the reputation that they are slow to adopt new technology and learn how to streamline most back-office processes.

2021 State of Automation in the Back Office Report: The Tipping Point

A survey of 500 finance professionals reveals back-office finance remains highly manual despite digital trends, highlighting the urgent need for automation to free time for strategic work.

Janelle Gorman, CFO, York IE

Janelle Gorman, CFO of York IE, emphasizes the irreplaceable human side of finance while highlighting how data and technology empower finance teams to drive growth and meet CEO and board expectations.

Auditoria: Powering the Self-Driving Finance Back Office

Auditoria gives you the ability to train the software once, and you never lose that: You never worry about scale. You never worry about replacing talent. You never worry about audit errors.

Auditoria, Auditoria!

Auditoria gives you the ability to train the software once, and you never lose that: You never worry about scale. You never worry about replacing talent. You never worry about audit errors.

Introducing Auditoria

Auditoria SmartFlow Skills use sophisticated artificial intelligence 🤖 and machine learning ⚙ technology to effortlessly automate both simple and complex finance functions. By plugging directly into your existing ERP system, SmartFlow Skills reliably handle the jobs that slow down finance teams.

HFS OneOffice Hot Vendors Report 2021

The HFS OneOffice Hot Vendors report spotlights innovative companies like Auditoria, recognized for pioneering zero-touch finance automation and bringing disruptive strategies to the Digital OneOffice ecosystem.

Founders Interview

Every Superhero has an Origin Story. We sat down with Rohit Gupta and Adina Simu, two of the three founders of Auditoria, to find out the story behind the story. How did Auditoria come to be? Where did the idea for Accounting Bots come from?

Ray Langhaim, NICE inContact

Ray Langhaim, CFO of NICE inContact, likens accounting to playing offensive lineman—vital yet often unnoticed—and advises finance professionals to harness data storytelling, AI, and ML to drive growth and strategic impact.

Lindy Antonelli, Armanino LLP

Lindy Antonelli, Partner at Armanino LLP, notes the rise of the Controller as a key trend, emphasizing technology’s role in enhancing finance and accounting across all companies. She also highlights COVID-19’s lasting impact on corporate finance.