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How can Alteryx Transform Finance?
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Data & AI Expert Presentations

How can Alteryx Transform Finance?

Nov 22, 2024 | 3 mins

Hussein Hasan, International FP&A Director at Alteryx and Paul Baptist, Deputy GM, APJ at Alteryx discuss the transformation of finance operations through automation and analytics. They highlight the importance of rethinking transformation, not as large-scale changes but as smaller, faster steps that bring immediate value. Instead of relying on big reorganisation efforts or technology overhauls, they suggest focusing on automating and streamlining existing processes to improve efficiency and quality. By leveraging platforms like Alteryx, finance teams can automate repetitive tasks, which not only reduces the time spent on operational work but also allows analysts to focus on adding strategic value to the organisation.

One key example is the automation of the sales order review process. By integrating Salesforce and NetSuite with Alteryx, the finance team can quickly reconcile orders, automatically approve those that match, and flag exceptions for manual review only when necessary. This has significantly reduced processing time, saving…

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