Financial Automation Events & Webinars
Connect with industry experts and discover practical strategies for invoice processing automation
We regularly host workshops, webinars, and roundtable discussions focused on real-world challenges in financial automation. Whether you're just starting to explore automation possibilities or looking to optimize existing systems, our events bring together professionals who've actually implemented these solutions. You'll get practical insights—not just theory.
Upcoming Events in 2025
Invoice Processing Workshop
Hands-on session where we'll walk through actual invoice processing scenarios. Bring your questions—we've seen most challenges before and can share what's worked in similar situations.
Register NowAutomation for Small Finance Teams
Specifically designed for teams with 2-5 people handling invoices. We'll discuss realistic automation approaches that don't require massive IT infrastructure or endless training periods.
Reserve SpotIntegration Strategies Roundtable
Open discussion format where finance professionals share their integration experiences. Last event had great conversations about connecting automation systems with existing accounting software.
Join DiscussionRecent Event Highlights
Our February 2025 automation conference brought together over 120 finance professionals from various industries. The feedback was encouraging, and several attendees have already started implementing what they learned.
Finance Automation Conference 2025
February 14, 2025Two full days of sessions covering everything from basic automation concepts to advanced integration techniques. What made this different was the focus on actual implementations—speakers shared both successes and the obstacles they encountered along the way.
The networking sessions turned out particularly valuable. People appreciated talking to others who'd faced similar invoice processing headaches and found ways through them.
Monthly Webinar Series
Free online sessions where we tackle specific automation topics. Each webinar runs about 60 minutes with plenty of time for Q&A. Past participants often mention they appreciate the practical focus—we try to keep theory to a minimum.
Getting Started with Invoice OCR
We'll demonstrate how optical character recognition actually works in practice, including common challenges with different invoice formats and realistic accuracy expectations.
Approval Workflows That Actually Work
Building approval processes that people will use instead of work around. We'll look at examples from companies who've successfully streamlined their approval chains without losing necessary controls.
Integration with Existing Systems
Connecting automation tools with your current accounting software and ERP systems. We'll discuss common integration points and share approaches that have worked across different software combinations.
Event Resources & Materials
Can't attend live? We share recordings and materials from most of our events. Here's what's currently available from recent sessions.
Available Downloads
Invoice Processing Checklist
A practical guide we put together after working with dozens of companies. Covers what to evaluate before choosing automation tools and common setup considerations.
Request Access →Integration Planning Template
Helps map out how automation will connect with your existing systems. Several clients mentioned this saved them significant planning time during implementation.
Get Template →February Conference Recordings
Full session recordings from our recent conference. About 8 hours of content covering various automation topics, from beginner concepts to technical integration details.
View Recordings →Case Study Collection
Real examples of companies automating their invoice processing. We've documented their initial situations, implementation approaches, and what they've experienced six months in.
Read Cases →