Free guide

The business case for expense management automation

Five questions a business case has to answer, in the order a board will ask them, and how to build one the rest of the board will sign off.

Inside, you'll learn:

What your manual expense process costs today, and how to put an honest number on it
Five improvement objectives, and which part of the business owns each one
What to ask of a platform and every vendor on your shortlist, plus a checklist to build your case

26 pages · 5 chapters · Build-your-case checklist

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What's inside

Five questions, in the order the board will ask them

01What is it costing us today? Three numbers a board will want: what one report costs, how often it is wrong, and what it costs to put right.
02Where do we need to see improvements, and what are our objectives? Find where the process breaks for your teams, then turn it into targets you can measure.
03What changes for our teams, and what should the platform do? One live record instead of three silos, and six questions to put to every vendor.

Written for the people who sign it off and the people who make it work

For the decision-maker

CFO, Finance Director

A business case anchored in numbers the board can sign off: processing cost, fraud exposure, a faster close and hours given back.

For the team doing the work

Financial Controllers, FP&A and heads of AP

The baseline, the objectives and the checklist you will be asked to evidence, with your own volumes in place of the benchmarks.

$58

to process one manual expense report, on average

19%

of manual expense submissions contain an error

2.7–3 months

typical payback period for an automated platform

“Storage King Australia & New Zealand has relied on the platform for over two years and uses it across all managed entities and locations. We find the team very responsive and excellent to work with and the platform has delivered significant efficiencies, management and control for our finance and operation teams.”

Reiner Low, CFO, Storage King Australia & New Zealand