Auditoria.AI resources help expand your knowledge of finance systems. So, stay on top of current trends in finance and accounting technology.

Auditoria SmartVendor: AP Helpdesk (Deep Dive)

SmartBots are deployed to monitor email inboxes and respond conversationally to inquiries on approval status, invoice payments, short pay issues, and missed invoices.

Dell Secureworks and Auditoria: Using AI, ML and GenAI to Transform Finance Operations

  • Elaine Nowak, Senior Director, Product Marketing at Auditoria.AI
  • Rohit Gupta, Chief Executive Officer and Co-Founder at Auditoria.AI
  • Emily Goolsby, Senior Manager Business Process Management for Finance Operations at Dell Secureworks

Lunch & Learn: Reduce Operating Expenses for Finance and Accounting – Workday

  • Nick Ezzo, VP Strategic Accounts and Market Development, Auditoria.AI
  • Eric Tatum, Senior Solutions Consultant, Auditoria.AI

Auditoria SmartCustomer: AR Remittances

Auditoria.AI automates remittance tasks, slashing AR workload by 70%, boosting cash flow, and speeding up reconciliations with AI superpowers.

Going for Gold with Finance Automation Results from the 2024 State of Automation Survey

  • Elaine Nowak, Senior Director, Product Marketing at Auditoria.AI
  • Nick Ezzo, VP Strategic Accounts and Market Development, Auditoria.AI

AI Experts Series Video: How Has The Role of the CFO Changed?

The CFO role has shifted from financial oversight to strategic leadership, driven by tech advancements and a hands-on approach.

Report: AI-Driven Cognitive Applications Q4 2024

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis and briefings with vendors and partners.

AI Experts Series Video: Kim Archer SecureWorks for Auditoria AR Helpdesk and AR Collections

Kim Archer, currently Director of Financial Systems at GoHealth, talks about the evolving role of CFOs and the impact of artificial intelligence on finance functions in her previous role as Senior Manager, Business Operations at Dell Secureworks.

Report: Auditoria Empowers Finance Through AI and ML 2023

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis and briefings with vendors and partners.

Solutions Brief: AR Remittances

Auditoria’s AR Remittances increase speed, accuracy, and efficiency in the finance office using AI-enabled SmartBots to automate remittance data extraction

Leveraging Intelligent Applications to Enhance Workday Financial Management

  • Elaine Nowak, Senior Director, Product Marketing at Auditoria.AI

Intelligent Automation in Payables

Auditoria SmartVendor: AP Helpdesk

SmartBots are deployed to monitor email inboxes and respond conversationally to inquiries on approval status, invoice payments, short pay issues, and missed invoices.

Auditoria SmartVendor: AP Accruals

Auditoria’s SmartBots effortlessly capture accruals insights, prepare journal entries, reconcile them into your ERP system, and accelerate your monthly close while ensuring complete accuracy.

Auditoria SmartCustomer: AR Helpdesk

SmartBots are deployed to continuously check email inboxes and respond conversationally to inquiries and requests, such as copies of invoices, within minutes.

Auditoria SmartCustomer: AR Collections

Streamline your Collections with zero-touch, error-free execution of repetitive, time-consuming tasks, freeing up your teams to focus on higher value-added work.

Report: AI-Driven Cognitive Applications Q3 2023

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis and briefings with vendors and partners.

2023 State of Automation Report - Full Throttle for Finance Automation

2023 State of Automation in the Finance Office Report: Full Throttle for Finance Automation

Finance Disrupted – How Generative AI Will Revolutionize the CFO Office

Why You Should Hire a Robot for Your Next Open Finance Position

How Intelligent Apps Will Make You Smarter and Your Team Happier

Lunch & Learn: Reduce Operating Expenses for Finance and Accounting (All ERPs)

eBook: The Cyber Crime Increase How Automation Helps CFOs and Controllers Stay Secure

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis and briefings with vendors and partners.

A Look Back and Forward – A Finance Retrospective and A Crystal Ball Reading

Solutions Brief: AP Accruals

Auditoria Advanced Accruals for Suppliers delivers capabilities for autonomous supplier outreach to automate the month-end supplier expense accruals process using machine learning, natural language processing, and computer vision to accelerate the monthly close.

Inside Credit Management: What’s Causing Turnover and Labor Shortages

Lunch & Learn Demo: Vendor Invoice Data Extraction

Infographic: Making the Case for AP Automation

With automation, routine AP requests are reduced by 70%-75% while maintaining an exceptional experience for a company’s suppliers and vendors.

Infographic: Making the Case for AR Automation

Organizations that automate AR processes streamline collections, speed up payments, prioritize team performance, & handle helpdesk inquiries.

How Bring IT Standardized AR Processes to Achieve Greater Efficiency and Improved DSO with Auditoria® SmartCollections

Workday Rising: Supercharge Your Workday Financial Management with AI-Based Bots

Video: AR Helpdesk

On the AR side, SmartBots optimize dunning and collections, processing customer payments quickly and efficiently. AR Helpdesk automatically handles inquiries and provides copies of invoices and POs to your customers.

Video: AP Helpdesk

For AP Teams, Auditoria SmartBots intercept and respond to vendor email requests 24 hours a day, seven days a week, without relying on human intervention.

Lunch & Learn Demo: AR Helpdesk

  • Eric Tatum, Senior Solution Consultant, Auditoria.AI
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI

Solutions Brief: Auditoria SmartVendor

With advances in Artificial Intelligence (AI) and automation, a new Vendor Management and AP era has arrived.

Auditoria SmartVendor: AP Invoices

With advanced cognitive OCR and Computer Vision, Auditoria SmartBots extract information from unstructured and structured documents such as PDFs, invoices, and remittance memos, regardless of format, to streamline data input activities.

Lunch & Learn Demo: AP Helpdesk

Video: Take Back Your Inbox With Auditoria SmartBots

The accounting inbox is overflowing, and someone must go through all these messages.  

Finance and accounting teams are drowning in emails, and they need help.

Enter Auditoria, the first conversational AI system purpose-built to handle finance and accounting tasks. AI-enabled SmartBots engage with shared inboxes to execute tasks and automate redundant, manual processes. 

Lunch & Learn Demo: Supercharge Workday Financial Management

Solutions Brief: Auditoria SmartCollections Supercharges Workday Financial Management

Auditoria SmartCollections processes Workday customer, invoice, and payment data to improve collections functions and optimize accounts receivable workflows – helping organizations achieve greater cash position visibility.

Solutions Brief: Making the Business Case for Automation – Order to Cash

Organizations that automate AR processes streamline collections, speed up payments, prioritize team performance, & handle helpdesk inquiries.

Solutions Brief: Making the Business Case for Automation – Procure to Pay

With automation, routine AP requests are reduced by 70%-75% while maintaining an exceptional experience for a company’s suppliers and vendors.

Lunch & Learn Monthly Demo Series: SmartCollections

Report: AI-Driven Cognitive Applications Q3 2022

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis and briefings with vendors and partners.

2022 State of Automation in the Finance Office: Learn the Surprising Survey Results

Panelists include:

  • Elaine Nowak, Director of Product Marketing, Auditoria.AI
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI
Key Results from the 2022 Survey on Finance Office Automation

Key Results from the 2022 Survey on Finance Office Automation

Panelists include:

  • Elaine Nowak, Director of Product Marketing, Auditoria.AI
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI

Automating Order-to-Cash to Power Phenomenal Growth

Panelists include:

  • Jenn Collins, Senior Director of Revenue, UserTesting
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI

Solutions Brief: Auditoria SmartCustomer

Auditoria’s SmartCustomer increases speed, accuracy, and efficiency using AI-enabled SmartBots to automate redundant and manual accounts receivable processes to derive greater cash position visibility.

Solutions Brief: AR Helpdesk

Auditoria’s AR Helpdesk increases speed, accuracy, and efficiency in the finance back-office using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility.

Solutions Brief: AP Invoices

Auditoria Vendor Invoice Data Extraction increases speed, accuracy, and efficiency in the finance back-office using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility.

Automate or Stagnate – The Case for Advanced Tech in the Finance Back Office

Automate or Stagnate – The Case for Advanced Tech in the Finance Back Office

Panelists include:

  • Nick Ezzo, Vice President of Marketing, Auditoria.AI
  • Elaine M. Nowak, Director of Product Marketing, Auditoria.AI

Solutions Brief: AP Helpdesk

Auditoria’s AP Helpdesk increases speed, accuracy, and efficiency in the finance back-office using AI-enabled SmartBots to automate redundant and manual accounting processes to derive greater cash position visibility.

Hidden Treasures in Finance Automation: How the Top Companies Transform Shared Services

Panelists include:

  • Christopher Wetmore, Principal Management Consultant RSM US LLP
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI

It’s No Blarney – Automation Will Save You Countless Hours!

Panelists include:

  • Nick Ezzo, Vice President of Marketing, Auditoria.AI
  • Elaine M. Nowak, Director of Product Marketing, Auditoria.AI

Drive for the Future: How Automation is Reshaping Corporate Finance

Panelists include:

  • Nick Ezzo, Vice President of Marketing, Auditoria.AI
  • Rob Frascone, Director of Solutions Consulting, Auditoria.AI

Solutions Brief: Auditoria® SmartCollections for Transportation and Logistics

CFO Fresh Perspectives with Tyler Sloat of Freshworks

Panelists include:

  • Tyler Sloat, Chief Financial Officer, Freshworks
  • Elaine M. Nowak, Director Product Marketing, Auditoria.AI

Sage Transform: Supercharge Sage Intacct with AI-Based SmartBots

Panelists include:

  • Elaine M. Nowak, Director Product Marketing, Auditoria.AI
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI
Demystifying the New Era of Tech and What It Means for the Finance Team

Demystifying the New Era of Tech and What It Means for the Finance Team

Panelists include:

  • Elaine M. Nowak, Director Product Marketing, Auditoria.AI
  • Nick Ezzo, Vice President of Marketing, Auditoria.AI

Priorities, Trends, and Challenges: What’s Happening in the Office of the CFO

Panelists include:

  • Jennifer Halstead, Chief Financial Officer, Link Labs
  • Ken Young, Credit Consultant, Author, Speaker – Previously Credit and Collection Manager at PepsiCo Beverages
  • Jack Sweeney, Host and Producer, CFO Thought Leader
Why the Finance Back Office Should Care About Advanced Tech

Why the Finance Back Office Should Care About Advanced Tech

Panelists include:

Supercharge Your Workday Financial Management with AI-based Bots

Panelists include:

Report: AI-Driven Cognitive Applications 2021

The Constellation ShortList™ presents vendors in different market categories relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as determined by Constellation Research. This 2021 Constellation ShortList of vendors for a market category is compiled through conversations with early adopter clients, independent analysis, and briefings with vendors and partners.

Corporate Finance: Step Up and Embrace Automation

Corporate Finance: Step Up and Embrace Automation

Panelists include:

Transform Collections and Planning with AI Bots

Panelists include:

  • Nick Ezzo, Vice president of Marketing at Auditoria.AI
  • Jenn Collins, Director of Revenue at UserTesting

A Comprehensive Guide on Intelligent Process Automation: Leveraging Opportunities

Panelists include:

  • Rohit Gupta,  CEO and Co-Founder, Auditoria.AI
  • Wayne Butterfield, Director, Global Lead – Intelligent Automation Solutions, ISG Automation
  • Matthew Murphree, Sr. Business Automation Manager – Operational Excellence, GM Financial
  • Jeanine Nosker, VP of Delivery Transformation, Consero Global LLC

Video: Powering the Self-Driving Finance Back Office

Auditoria gives you the ability to train the software once, and you never lose that: You never worry about scale. You never worry about replacing talent. You never worry about audit errors.

Video: Auditoria, Auditoria!

Auditoria gives you the ability to train the software once, and you never lose that: You never worry about scale. You never worry about replacing talent. You never worry about audit errors.

Video: Introducing Auditoria

Auditoria SmartFlow Skills use sophisticated artificial intelligence 🤖 and machine learning ⚙ technology to effortlessly automate both simple and complex finance functions. By plugging directly into your existing ERP system, SmartFlow Skills reliably handle the jobs that slow down finance teams.

HFS OneOffice Hot Vendors Rep

HFS OneOffice Hot Vendors Report

The HFS One Office Hot Vendors are an exclusive group of emerging players, each with a differentiated value proposition for the Digital OneOffice.

HFS analysts regularly speak with numerous exciting start-ups and emerging players. They designate a select group as the HFS Hot Vendors based on their offerings’ distinctiveness, ecosystem robustness, client impact, financial position, and the impact in the OneOffice Framework.

Video: Auditoria Founders Interview

Every Superhero has an Origin Story. We sat down with Rohit Gupta and Adina Simu, two of the three founders of Auditoria, to find out the story behind the story. How did Auditoria come to be? Where did the idea for Accounting Bots come from?

Video: Introducing Auditoria

Lindy Antonelli, Partner, Armanino LLP, highlights the rise of the Controller as one of the key trends of the last few years.

Strategic Finance and Accounting in a Post-Pandemic World

Strategic Finance and Accounting in a Post-Pandemic World

Panelists include:

Elevate Your ERP Cloud with AI-Based Finance Automation

Panelists include:

Accounting Robots: How to Automate the Finance Back Office

Accounting Robots: How to Automate the Finance Back Office

Panelists include:

Solutions Brief: AR Collections

With advances in Artificial Intelligence (AI) and automation, a new era has arrived to transform your collections and AR universe.

Solutions Brief: Auditoria SmartFlow Skills Platform Overview

A New Platform Powering the Next Generation of Automation Powerful SmartFlow Skills automate simple and complex financial tasks with Auditoria.AI’s award-winning SmartVendor, SmartCustomer, and SmartGL applications.

Solutions Guide: Building the Business Case for AI-Driven Finance Automation

Intelligent Automation enables businesses to automate a far-ranging set of workforce processes quickly, accurately, and efficiently.

Finance fireside Chat

Advantage 2020 Replay: Finance Fireside Chat with Auditoria and Armanino

Featuring:

  • Rohit Gupta, CEO & Co-Founder, Auditoria
  • Ryan Prindiville, Partner, Consulting, Armanino LLP
Intelligent-Collections-Making-Debt-Recovery-Smarter-and-Easier

Replay: Intelligent Collections – Making Debt Recovery Smarter and Easier

Featuring:

  • John Fernandez, CFO, ForgeRock
  • Rohit Gupta, CEO & Co-Founder, Auditoria
  • Chris Siegfried, CFO, Armanino LLP

Solutions Guide: Intelligent Automation for Corporate Finance Transformation

Intelligent automation represents the overall umbrella of technologies that enable the transformation and automation of business processes by leveraging any combination of software robotics, cloud, artificial intelligence, and smart machines.

The Definitive Guide to Hyperautomation in Finance

eBook: The Definitive Guide to Hyperautomation in Finance

Finance Hyperautomation takes on processes for contextual decision making and augments the human interface using AI, ML, and NLP.

Using AI and Automation in the Finance Back Office

Playbook: Using AI and Automation in the Finance Back Office

Harnessing technology and supercharging enterprise resource planning (ERP) systems with automation are key to transforming the finance back office. In this playbook, we’ll detail how organizations can use AI, machine […]

Research Report: AI Driven Cognitive Applications Q3-2020

The Constellation ShortList™ presents vendors in different categories of the market relevant to early adopters. In addition, products included in this document meet the threshold criteria for this category as […]

IA-Week-Digital-Transformation

Replay: Leveraging Machine Learning to Transform Data into Actionable Insights

Featuring:

  • Rohit Gupta, CEO & Co-Founder, Auditoria
  • Stefan Rank, Director Global Innovation, DHL Supply Chain
  • Susheel Nesargi, Head of Intelligent Automation, FIS

Solution Brief: Auditoria SmartFlow Skills for Oracle NetSuite

Accounting applications like Oracle NetSuite have evolved over the last 20 years, moving key finance and accounting functions into the cloud. These evolutions have introduced improvements that your Accounting, Budgeting […]

Replay: Leveraging AI-Driven Automation

Featuring:

  • Rob Goldenberg, CFO, 6sense
  • Rohit Gupta, CEO & Co-Founder, Auditoria
  • Tien-Anh Nguyen, CFO, UserTesting