Alteryx Users: Streamline Your External Audit with WAM with Insights from KPMG
Organizations utilizing Alteryx to automate critical accounting processes will inevitably find their workflows come under internal and external audit. Most organizations spend WEEKS creating audit support and fielding questions and requests from the auditors, and often still find themselves receiving pushback on their process, controls, and documentation.
Public …
Five Ways Alteryx Users Can Take Their Output from Meh to Marvelous with Power BI and Tableau
Check out these “5 Ways Alteryx Users Take their Output from Meh to Marvelous with Power BI and Tableau.”
Watch this webinar to discover five effective strategies for elevating your Alteryx outputs and transforming them into visually stunning and insightful presentations using Power BI and Tableau.
…
Modernize Your Financial Consolidation Process with Fluence Technologies
Struggling with intercompany eliminations, foreign exchange, or COA mapping? Sick of manual, error-prone processes around complex ownership, multiple entities, or M&A activity?
Why do our clients automate their financial consolidation process?
- Financial consolidation is a complex practice, particularly when dealing with companies operating in different jurisdictions
Easily Access SAP with Alteryx, Power BI, Tableau, and Snowflake Using DVW Connectors

SAP is the largest and most important software system in an organization, but getting access to the data within SAP has always been difficult. If you’ve ever tried to connect to any of the SAP products with Alteryx, Power BI, Tableau, Snowflake, etc., you know the challenge!
Luckily, our …
Automation for Utility Industry: Using Alteryx and UiPath to Unlock Efficiency
We will explore how best-in-class organizations across the utility sector use automation to optimize processes and operations, from generation and transmission to customer service and back-office support. Learn how automation reduces costs, improves customer satisfaction, and increases operational efficiency throughout accounting, finance, operations, and more. We will also discuss …
Automation for Accountants: How BlackLine, Alteryx, and UiPath Can Shave Days Off Your Financial Close
Accounting departments always struggle to complete financial close faster. That usually means longer hours or added headcount, but that creates problems like employee burnout, attrition, and inaccuracies.
Many of the tasks slowing down financial close could and should be automated. Put the tedious close processes on the …
Drive your Automation Journey with Alteryx and Capitalize’s Office of Finance Blueprint
Organizations are continually pushing their Office of Finance departments to be more efficient, do more with less, complete month-end close activities in fewer days, drive reporting and insights faster, and become the backbone for their organization to make data-driven decisions. That is all great in principle, but when …
Client Roundtable: How FP&A Teams are Transforming Their Planning, Budgeting, and Forecasting with Workday Adaptive Planning
Hear how other companies have overcome those challenges and been successful with Workday Adaptive Planning. Learn about what works, what didn’t, how people got started, and understand their successes to give your team ideas to try and things to avoid!
Watch our roundtable discussion with leaders …
Unlocking Your Oracle Data with ExoInsight and Alteryx
Extracting data from Oracle ERP and EPM is one of the most difficult, costly, and time-consuming activities an organization regularly encounters.
Many organizations have one or more teams dedicated to this task alone as it requires source-system knowledge, technical knowledge, and expensive ETL, integration, and audit tasks. Adding to …
How Capitalize Can Help Jump Start Process Automation Using UiPath
Process automation has become business critical. Manual processes are error-prone, tedious, require additional employees, and lower morale. Software robots are saving employees and organizations thousands of hours by eliminating manual tasks, but understanding how to get started on your automation journey can be difficult. You’re not alone!
With …