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.
Productivity
How Standav used Workato to transform their client’s Lead-to-Cash process
Learn why a software company in the restaurant space wanted to automate their Lead-to-Cash and how they did so with Workato.
Finance
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.
Productivity
CRM and ERP integration: common examples, benefits, and challenges to consider
Discover powerful integration use cases, the benefits of connecting the two, the challenges in doing so, and more.
Finance
ERP integration guide: examples, benefits, and tools you can use
Your enterprise resource planning (ERP) system is the finance hub of your business. It’s where purchase orders get created, customer...
Finance
How to automate your invoicing process end-to-end
No organization is immune to receiving late payments. In the case of medium-sized organizations, more than 1 in 4 of...
Customer Stories
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...