A year ago, most “AI in finance” conversations still sounded like: Can it read the invoice? Can it summarize the email? Can it pull the fields? Now the bar has moved. The interesting question is: Can it do the work – then show its work? That shift is happening fast. Gartner reported 58% of finance …
From Touchless to Trustworthy: The Real Next Step in Finance Automation Read More »
How future-ready organizations orchestrate AI, APIs, and workflow intelligence to eliminate friction Shared services organizations are entering a defining era. CFOs are no longer asking for shared services to simply be efficient. They are asking them to be fast, resilient, and unbreakable under pressure. They want finance operations that scale instantly with the business, withstand …
The Zero-Touch Future: How CFOs Are Reshaping Shared Services for Speed and Resilience Read More »
Finance automation has had a long arc. Every few years, a new wave of technology arrives with the same promise: less manual work, fewer errors, faster close, better controls. And every time, finance teams adopt it… and still end up spending too much time cleaning up exceptions. OCR was a step forward. It helped turn …
Finance Automation Is Shifting Again – and This Time It’s About Execution Read More »
If you handle Automated Clearing House (ACH) payments, whether you’re a bank, a corporate, a fintech platform, or a third-party sender, the ground beneath your feet is about to shift. Hard. Beginning in March 2026, Nacha is rolling out some of the biggest changes to its ACH Operating Rules in a long time, and …
How AI elevates shared services from cost center to business value engine For years, shared services organizations have been judged by one primary metric: cost reduction. Lower cost-to-serve. Leaner teams. Standardized processes. Efficient execution. Those goals still matter. But they are no longer enough. Today’s CFOs expect financial shared services to deliver more than efficiency. …
(And Why Agentic AI Ruined His Plans) Every year, right around the holidays, finance teams brace themselves. Not just for year-end close. Not just for audits. Not just for backlogs that mysteriously double. They brace for something worse. Manual work. And that’s when the Grinch shows up. He doesn’t hate Christmas. He hates automation that …
Finance has always been a world of rules, structure, and spreadsheets. But even with years of digitization and workflow automation behind us, most finance teams still spend their days fighting fires: administrative bottlenecks, missing information, compliance issues, and a mountain of exceptions that technology hasn’t been able to tame. The problem is that traditional automation …
Agentic AI in Finance: Automating Workflows You Never Thought Possible Read More »
As 2025 comes to a close, AI-powered finance automation has moved beyond hype and experimentation. It is now a core strategic lever for operational excellence, particularly in high-volume, transaction-heavy environments like banks, processors, and enterprise finance teams. At Itemize, we’ve seen firsthand how automation is transforming accounts payable, receivable, reconciliation, lockbox, and digital mailroom functions, …
AI-Powered Finance Automation: 2025 in Review and Itemize Strategies for 2026 Read More »
Construction and infrastructure CFOs start their day balancing competing pressures: overnight updates on labor costs, material delays that threaten project timelines, subcontractors waiting on payments, and finance and accounts payable (AP) teams chasing missing documentation. By mid-morning, AP is already triaging mismatched invoices, some without project codes, some arriving as jobsite photos, some duplicated, and …
Finance leaders today are operating in an environment defined by scale, speed, and scrutiny. Transaction volumes continue to rise, operational teams are stretched thin, and the expectations placed on finance and treasury have never been higher. Yet most organizations still rely on legacy systems and manual processes to keep daily operations moving. Even highly automated …
Agentic Finance Platforms: A New Architecture for Modern Finance and Treasury Read More »
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