Quick Wins
12th July 2024
8 min read
Stu Mason
Automating Financial Workflows Without Compliance Nightmares
How to automate finance processes without risking compliance or audit headaches.
Stu Mason
Automation expert • Sony, Paddle, Pfizer • 15 years experience • AWS certified
Finance is the backbone of your business. Here's how to automate without risking compliance or audit issues.
What to Automate
- Invoice processing and approvals
- Expense tracking and reporting
- Bank reconciliation
Case Example: Scale-up Finance
One scale-up automated expense approvals, saving 5 hours/week and passing their next audit with zero findings.
Insider Insight
Always document your automations and keep an audit trail. It's your best friend in compliance reviews.
Pitfalls
- Skipping documentation
- Not involving finance in automation design
Visuals
- Finance Automation Flowchart
- Audit Trail Example
- Before/After Compliance Checklist
Conclusion
Finance automation is about speed and safety. Get both by building with compliance in mind from day one.
Want to automate finance safely?
Book a free finance automation review with ArcTether.
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