Fill out the form to download our free checklist for high-level insight into financial process automation and selecting and implementing a financial system.

Financial Process Automation & System Selection

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financial process automation checklist

Download our free financial process automation checklist!

This printable, two-page PDF offers a list of things to think about if you’re considering financial process automation and weighing out financial systems.

By reading this checklist, you’ll get 8020 Consulting’s recommendations on:

five year strategic financial planning timeline.

When to automate budgeting and forecasting in your enterprise 

Questions to ask before you move forward with financial process automation 

Things to consider before selecting a system 

A Checklist with Tips & Strategy

How you can handle the transition to automated processes 

Download the Checklist: