The most valuable finance automation doesn’t always show up in journals or invoices. The biggest wins happen upstream, preventing errors, reducing manual fixes, and freeing the team to focus on insights.

Your ERP isn’t just a ledger. It’s an automation platform sitting right under your nose. Many teams underuse built-in workflows, event triggers, and accounting rules because they weren’t in the initial scope. In this post i talk about how CFOs can unlock value, reduce manual work, and leverage existing functionality, all within the same ERP landscape and without new integrations.

Automation in finance isn’t always a win. When processes rely on judgment, messy data, or constantly change, pushing automation too far can create more work, risk, and frustration than it saves. This post shows where CFOs should draw the line and how to make automation a true advantage rather than a hidden liability.

Spreadsheets are the unofficial glue between systems in almost every finance team. They feel fast, familiar, and harmless until errors, extra work, and hidden inefficiencies pile up. This post explores why relying on Excel as a bridge costs more than you think, and how finance leaders can reclaim time, reduce risk, and get their ERP to do the heavy lifting.

Year one of finance automation feels like a win: faster closes, fewer errors, less manual effort. By year two, small exceptions, master data issues, and drifting ownership quietly erode those gains. Automation isn’t failing, the way it’s managed is. This post explores why long-term success depends on leadership, not just technology

Most finance automation programs promise faster closes and lower costs. Fewer talk about what happens to the team once the repetitive work disappears. This post explores why automation is less about headcount reduction and more about role design and how CFOs can use it to retain, not lose, their best people.

Most finance teams start automation with transactions such as journals, invoices, reconciliations. This is because the benefits are visible and measurable. The hidden risk is upstream: small errors in master data can propagate through every automated process, turning efficiency gains into manual corrections. Stabilizing master data first ensures automation delivers real, lasting value.