Practical vendor evaluation and implementation guidance for finance automation

AI applications for finance operations have matured to the point where invoice processing, budget automation, and expense classification systems are delivering measurable results in accounting departments. The technology exists to eliminate manual data entry bottlenecks and accelerate month-end processes through intelligent automation.

The challenge is separating proven solutions from experimental offerings in a crowded vendor landscape. Without systematic evaluation criteria, finance teams waste valuable time in pilots that don't align with existing workflows or fail to deliver promised capabilities.

Allan has evaluated AI implementations across financial firms and accounting departments, developing frameworks for vendor assessment and deployment decisions. He'll share working examples of successful implementations, explain evaluation criteria that matter, and provide the systematic approach to make informed AI adoption decisions.

• See proven AI applications, witness real examples of invoice processing, budget automation, and expense classification working in finance departments

• Master vendor evaluation criteria, learn systematic frameworks for assessing AI tools and separating proven solutions from experimental offerings

• Navigate implementation decision trees, understand build vs buy vs integrate approaches that align with existing systems and operational requirements

• Create your AI assessment process, develop systematic evaluation methods for identifying AI opportunities in your finance operations