Finance

Sales order automation: what it is and 3 ways to implement it

Learn how you can download client files and upload them to the appropriate folder, sync customer records across apps, and more.

3 ways to automate order processing and the benefits in doing so

We'll share automations that sync customers across apps, update inventory counts, and provide sales orders to specific employees.

How the order to cash maturity model helps you benchmark your automation efforts

For decades now, the order to cash (O2C) process has frustrated finance teams, sales teams, and most importantly, customers. Removing...

The challenges of integrating your ERP system and how to solve them

Learn about 4 issues that often arise and how an integration-led automation platform lets you avoid them.

The 4 levels of automation maturity for order to cash

Learn about each level to see where you stand and to better understand what you should strive for.

Bringing an automation mindset to finance

Mike Flynn, the Head of Enterprise Automation at Rapid7, had a “zombie” problem. The employees at Rapid7—a company that offers...

How Slack uses Workato to automate more than 90% of their order-to-cash process

Monica Wilkinson, the Lead Architect of Business Technology at Slack, has been using Workato alongside her team since 2017. Over...

Work Automation Index

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