Finance Workflows

Regulatory change management is a process that you can plan, implement, and track. Discover the steps in the process and how to track progress.

A PCI compliance audit tests your company's card security practices to see if your clients' information is safe. Find out what to expect and how to pass it.

The Order to Cash process covers every step from order placement to payment receipt. Learn how to streamline both the order management and bill-to-cash processes, identify common pitfalls causing delays and errors, and apply best practices to reduce lead times and improve cash flow for your business.

Operational Risk Management is a methodology for identifying, assessing, measuring, and mitigating business risks. Learn the three levels of ORM, the four key stages from risk identification to monitoring, and the benefits of implementing a comprehensive risk management strategy. Discover how to protect your organization from operational failures.

Purchase orders are not just bureaucratic paperwork. They create legally binding contracts between buyers and sellers, enable budgeting, manage expectations, and provide audit evidence. Discover the complete purchase order workflow from requisition to delivery, plus automation strategies to eliminate manual errors.

All businesses want to reduce operational costs, but most of them don't know how. Learn how with these 5 simple, actionable tips!

Total cost of ownership equals purchase price plus lifetime operating costs. For IT deployments, hidden costs include installation, migration, licenses, support, training, cyber security, backup systems, utilities for cooling servers, insurance, additional personnel, eventual replacement, and decommissioning. Cloud providers simplify TCO analysis by bundling costs into monthly fees, but you must still verify their track records on downtime, security, and support responsiveness.

Discover how audit management software streamlines processes, boosts efficiency, and enhances oversight. Learn more!

Information risk assessment software helps your company create a periodic process to check for risks in the most sensitive areas where problems might arise.

Discover the most common accounts payable mistakes and learn how to prevent them. From batch invoice entry to late payments and communication failures, protect your business reputation and financial health with proper workflows and dedicated teams that ensure bills get paid accurately and on time.

Avoid common accounts receivable problems that damage cash flow. Learn how to manage credit wisely, implement online payments, create penalty systems for late payers, and maintain communication with customers for healthy receivables.

The Hackett Group research shows a shocking 68% of organizations suffer significant payment delays due to poor supplier data. Common failure points include ordering wrong items, rushing orders without budget checks, damaged shipments without proper notification processes, failure to negotiate best pricing, and incomplete supplier information at payment time.

Audit compliance software is constantly improving and using the right software for your business can improve your auditing processes and performance.

Effective asset risk management is essential. This relates not only to financial investments, but across all industries and all types of asset.

Workflow and process management can be extremely helpful as a means of managing investment compliance for hedge funds and other financial organizations.