Automation

Automation in finance

Everyday business finance is yet to undergo a genuinely radical digital transformation but it's on its way. Automation can bring more than just savings in time and effort, it can both reduce and amplify errors. Contemporary FCOs and FDs are thinking about practical applications for automation in finance right now as well as how to shape automation going forwards.

Automation and the CFO

2min

How to make  a DAX calendar in Excel 365 4mins

Quick Fire automation as a stop-gap

1m45s

Precision engineering

3m38s

Automate the process,not the problem

1m21s

A business advantage?

1m45s

Quick fire automation, a case story

2m56s

Quick fire automation, use cases

1m50s

Automations in finance

2m20s

The idea was from the stakeholders point of view. They hoped to log in every morning and see all the sales figures from the day before, from the last week and from last month – standardised across all of their businesses and also have the cash flow forecast as accurate as possible. And of course, that is possible. And that's what we did.

Automation is often thought of as something where you need lots of consultants and it's a slow process and it has to be perfect when it's done – and it's big systems talking to big systems. But we're often thinking about it in the light, speedy context of 'can we get something adequate done now?'

If you document your fields and you can say exactly where and how you got every single field and what rules you applied, it will save you a lot of worry. It will save you those moments of panic, it will save you a lot of pointless arguments and your future self and your colleagues will thank you.

Algorithms as stakeholders

3m317s

Everyday automation

1m50s

What is span of control?

4mins

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