GUIDES & RESOURCES
Practical resources forsmarter automation.
Practical guides, checklists and frameworks to help finance and business teams understand automation, identify opportunities and make better technology decisions.
Explore ResourcesFEATURED GUIDE
Is Your Process Ready for Automation?
A practical framework for identifying processes that are good candidates for RPA, AI, Document AI or other forms of automation.
- 01Repetitive?
- 02Rule-based?
- 03High volume?
- 04Digital inputs?
- 05Stable?
- 06Exceptions?
- 07Human effort?
- 08Measurable outcome?
If the process shows…
RESOURCE LIBRARY
Tools and ideas you can put to work.
01GUIDE
RPA vs AI: Which Automation Approach Fits Your Process?
Understand where rule-based automation works best, where AI adds value and when combining both creates a stronger workflow.
View Guide02GUIDE
A Practical Guide to Finance Automation
Explore the finance processes most commonly suited to automation — from invoice processing and reconciliations to reporting, journal posting and data entry.
View Guide03CHECKLIST
Finance Process Automation Checklist
Use this checklist to identify whether a finance process is a good candidate for automation.
View Checklist04CHECKLIST
Before You Automate: 15 Questions to Ask
A practical set of questions to help teams understand the process, people, systems, data, rules, exceptions, risks and expected outcomes before starting an automation project.
View Checklist05FRAMEWORK
The Right Automation for the Right Work
A simple framework for determining whether RPA, AI, Document AI, analytics, ERP or a combination is the right fit.
View Framework06FRAMEWORK
From Manual Work to Intelligent Automation
Understand the journey from a manual process to a measured and continuously improving automation.
View Framework07GUIDE
Understanding Intelligent Document Processing
Learn how OCR, Document AI and AI-powered validation can turn invoices, contracts, forms and other documents into structured business data.
View Guide08CHECKLIST
AP Automation Readiness Checklist
A practical checklist for assessing whether your Accounts Payable process is ready for automation.
View Checklist09CHECKLIST
MIS Automation Readiness Checklist
Assess how much of your recurring management reporting process can be automated.
View Checklist10GUIDE
How to Build a Business Case for Automation
Understand how to evaluate the current process, estimate the opportunity and build a practical business case for automation.
View Guide11TEMPLATE
Automation Opportunity Assessment Template
A practical template for documenting a process and identifying where automation can create value.
Use TemplateNOT SURE WHERE TO START?
Start with the question you're trying to answer.
- 1
Can this process be automated?
Start with:
Is Your Process Ready for Automation? - 2
Which technology should we use?
Start with:
RPA vs AI: Which Automation Approach Fits Your Process? - 3
Where should finance start?
Start with:
A Practical Guide to Finance Automation - 4
How do I build the business case?
Start with:
How to Build a Business Case for Automation
MORE FROM YESAUTOMATE
More ways to explore automation.
Blogs
Perspectives on automation, finance, technology and digital transformation.
Explore Answers to common questionsFAQs
Answers to common questions about automation, AI and finance.
Explore Evidence from real projectsCustomer Success Stories
See how businesses have applied automation to real operational challenges.
ExploreReady to explore what you can automate?
Tell us about the process you're trying to improve. We'll help you identify the right opportunity and determine where automation can create meaningful value.