As a Finance Manager or Controller, you need to understand the numbers before recommending any investment. Here's the financial picture.
Budget Planning
Cost Categories
| Category | Typical Range | Frequency |
|---|---|---|
| Software License | $2,000-15,000 | Monthly |
| Implementation | 1-2x monthly | One-time |
| Training | Included | As needed |
| Support | Included | Ongoing |
Budget Approval Checklist
- Software subscription (OpEx)
- Implementation services (can be CapEx)
- Internal time allocation
- No hidden fees or overages
ROI Calculation
Savings Components
- Labor savings: Hours saved x hourly cost
- Error reduction: Cost of rework eliminated
- Speed improvement: Faster cycle times
- Compliance: Audit prep time reduced
Typical Results
- 40-60% reduction in process time
- 3-6 months payback period
- 300-500% first-year ROI
Expense Tracking
What ATP Tracks Automatically
- Time spent per workflow
- Cost per transaction
- Savings vs. baseline
- User productivity metrics
Reporting Capabilities
- Monthly usage reports
- ROI dashboards (real-time)
- Export to Excel/CSV
- API for custom reporting
Accounting Treatment
- Subscription: Operating expense (SaaS)
- Implementation: Can be capitalized (ASC 350-40)
- Payment Terms: Monthly, quarterly, or annual
- Invoicing: Standard NET 30
Vendor Management
- Contract Terms: Annual with monthly option
- Price Lock: Multi-year discounts available
- Exit Clause: Data portability guaranteed
- Insurance: $2M E&O coverage
Identifying Finance Transformation Opportunities
When reviewing a company's financial processes, budgets, or audit reports, look for these signals that indicate S2T can help:
Finance Signals → S2T Solutions
| If Documents Mention... | S2T Addresses This With... |
|---|---|
| "Month-end close delays" or "reporting cycle" | Automated data collection and validation |
| "Invoice processing" or "AP automation" | Voice-guided invoice workflows |
| "Reconciliation errors" or "matching issues" | Built-in validation and exception handling |
| "Budget tracking" or "variance analysis" | Real-time cost tracking dashboards |
| "Approval bottlenecks" or "authorization delays" | Automated multi-level approval workflows |
| "Audit preparation" or "documentation gaps" | Complete audit trail automatically generated |
| "Cost allocation" or "chargeback" | Usage-based tracking and reporting |
| "Expense management" or "policy compliance" | Enforced workflows with built-in controls |
Finance Questions to Explore
- How many hours per month go to manual reconciliation?
- What percentage of invoices require exception handling?
- Where do approval delays most impact cash flow or vendor relationships?
- Which audit findings could automation help address?
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