Resources

The hidden cost of every customer order

eBooks

Every order keyed by hand costs time, margin and mistakes. Find out what yours really cost, and how to fix it.

Five systems, one record

eBooks

Five systems, five versions of the truth. See what reconciling them really costs, and the case for one record.

The business case for expense management automation

eBooks

You know expense automation makes sense. Here's how to get the rest of the board to sign it off.

From purchase to payment

eBooks

Ten stages, six handovers, plenty of places for control to slip. Follow one purchase, then score your own.

ROI Calculator

Interactive tools

What would automating expenses save you? Put in your numbers and see your return straight away. No form.

Spend Connectivity Score

Interactive tools

How joined up is your spend? Score expenses, invoices, POs, budgets and contracts in about four minutes.

3 key expense management requirements for success

eBooks

Does it plug in? Does it scale? Can you prove it's secure? Three tests every expense platform has to pass.

The CFO’s guide to expense risk in 2026

Guides

The expense risks that deserve a CFO's attention in 2026, and the controls that deal with each one.

Purchase-to-Payment Control Score

Interactive tools

How much control do you really have from request to payment? Score your process and see where it slips.

Expense Risk Checklist

Interactive tools

How exposed is your expense process to fraud and error? Tick through the checklist and find the gaps.

Order Cost Calculator

Interactive tools

What does each customer order really cost you to process? Work it out, then see what changes with automation.

Policy or not?

Games

Ninety seconds in the approver’s chair. Approve the claims that follow policy, reject the ones that don’t. How many slip past you?

Compliance run

Games

How far can you get before compliance trips you up? A quick game for anyone who has ever chased a receipt.

Grand Theft Approval

Games

Expense approvals with a heist twist. See what you would let slip through, then play again to beat your score.

How to Create an Effective Business Expenses Policy (With Template)

Templates

Skip the blank page. A ready-to-edit expenses policy template, plus how to get people to actually follow it.

Five steps to find the right expense management solution

eBooks

Choosing expense software? Five steps to a decision you can defend to the board, to IT and to your team.

Month-end close checklist: where the hours really go

Checklists

Where does month-end actually go? Work through the checklist and find the hours you can win back.

The real cost of manual expense management

Infographics

Manual expenses cost more, hide more risk and take longer to fix than you'd think. The numbers, on one page.

Two-way, three-way, no-way

Guides

Paying for goods that never turned up? A practical guide to invoice matching, tolerances and exceptions.

Two-way vs three-way matching: which one you need

Blog posts

Two-way or three-way matching? It depends on what you're buying. Here's how to choose.

Has your business outgrown spreadsheets?

Checklists

Still running expenses on spreadsheets? Seven signs you've outgrown them. How many do you tick?

What is an AI FinOps platform?

Blog posts

POs, invoices, contracts and budgets on one record per transaction. What an AI FinOps platform is, in plain English.

Purchase order policy template

Templates

A purchase order policy people will actually follow. Ready to edit, with the rules that matter.

E-invoicing 2029: what UK finance teams need to do now

Guides

From April 2029, every VAT invoice in the UK will have to be an e-invoice. A PDF doesn’t count. Here’s what’s been decided, what hasn’t, and seven things you can do now.

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