You don’t need a full-blown digital transformation to benefit from automation. Often, the biggest wins come from fixing the most repetitive, rules-driven work—especially in Finance and HR.
These are five high-impact automations we’ve seen deliver real results, fast. All are live in production across multiple industries and can typically go live in just weeks.
Finance Wins
1. Invoice Processing (Accounts Payable)
Manually keying invoice data, chasing approvals, and resolving exceptions slow down Finance teams and delay payments. Automating AP:
-Extracts invoice data automatically
-Matches POs and routes for approval
-Flags exceptions for human review
Result: Faster cycle times, fewer errors, and reduced late fees or duplicate payments.
2. General Ledger Reconciliation
Reconciling transactions across systems is time-consuming and prone to error. Automation helps by:
-Identifying discrepancies between GL and sub-ledgers
-Suggesting matches for manual review
-Generating audit trails for compliance
Result: Faster close cycles and more accurate financials.
3. Month-End Close Package Assembly
Pulling together the final reporting package often takes days of manual effort across multiple systems. Automation can:
-Gather data from ERP, spreadsheets, and BI tools
-Format recurring reports
-Assemble final packages for review
Result: A faster, more reliable close—without burning out the team.
HR Wins
4. Employee Onboarding
Onboarding often involves dozens of repetitive tasks across IT, HR, and Finance. Automation helps:
-Trigger workflows when an offer is accepted
-Provision systems and accounts
-Route forms and documents for e-signature
Result: New hires get up to speed faster, with fewer delays and missed steps.
5. Employee Offboarding
Offboarding is just as critical—especially for compliance and security. Automation ensures:
-Immediate revocation of access and credentials
-Collection of company property
-Completion of exit paperwork and compliance steps
Result: Consistent, secure, and complete employee exits.
Final Thoughts
These aren’t theoretical. These are the real-world automations delivering fast, measurable ROI across industries. And with a fully managed partner like Optezo, they can be live in just 4 weeks—without tying up your internal resources.
Want to explore what your first automation wins could look like? Talk to an Optezo expert
