The SMB Buyer's Guide to Finance Automation

Join host Roger Pierce and guest panelist Martin Bartosek, CPA, founder of The Bartosek Group, for a hands-on workshop to help you make a more informed buying decision.

We’ll work through where automation can deliver value, how to separate essential requirements from optional features, and what to ask about integration, adoption, and implementation.

Using a realistic SMB finance scenario, we’ll apply the framework to AP and AR workflows and show how to compare options using the same criteria. You’ll leave with a more useful set of questions for vendors and a logical next step for your team.

In this session, you’ll learn how to:

• Prioritize finance workflows by manual effort, impact, risk, volume, time to value, and complexity.

• Define criteria for business impact, workflow fit, usability, integration, automation capabilities, and vendor fit.

• Separate must-have requirements from attractive extras.

• Avoid common buying mistakes and prepare for implementation.

You’ll also learn how to schedule a workflow assessment to see where automation can deliver the most value in your organization.

Join us! Wed. Oct. 21, 2026 | 10 am PT | 1 pm ET

Can’t make it? Register anyway to get the recording.