• Online
  • Webcast

End-of-Month Automation


  • Webcast


  • Automation
  • User Empowerment

End-of-month activities are notoriously tedious and time-consuming: invoicing, account reconciliation, and expense reporting are just a few of the many ‘to-do’ items on monthly checklists.

The timely and accurate completion of end-of-month activities is critical to business function and compliance, and in some cases is required to submit financial disclosures. Why are these recurring, predictable tasks so time and labor-intensive? Automation options exist to replace part or entire processes and free up valuable time for your team.

In this recorded webinar we explore considerations, techniques, and options for automation and discuss how tools and technology can best be leveraged for your business.

Automate End of Month Activities With Power BI (26 mins)

What we cover:

  • An overview of different automation tools
  • How to identify where automation can be integrated into existing processes
  • Business considerations for adopting and implementing automation

Is it for you?

  • Is your team responsible for end-of-month/quarter/year reporting?
  • Would you like to learn how you can use automation to your advantage?