Executive Buyer's Guides
How to choose in each automation domain — the decision framework, buyer segments and shortlist, built on the same evidence that powers the Assessment.
Buyer's guides exist to frame a software decision before you look at vendors — the finance process, the criteria that matter, and the mistakes that sink implementations. Each is written for a controller or CFO choosing software in one automation domain.
How to use this page. Start with the guide for your domain to understand the decision; then use the ranking to shortlist and comparisons to choose. This is the right starting point if you are early in a selection.
Recommended next: Read the Close Management Buyer's Guide →
Published
Close Management Buyer's Guide
How to choose close-automation software — evaluation criteria, capability breakdown, indicative pricing, common mistakes and a buying process.
Reconciliation Software Buyer's Guide
The executive guide to account reconciliation and transaction matching — the control that certifies the balance sheet, the decision framework, AI in reconciliation, buyer segments and best-by-scenario.
AP Automation Buyer's Guide
How to choose accounts-payable automation software — the invoice-to-pay process, evaluation criteria, AI capabilities, indicative pricing, mistakes and a buying process.
Expense Management Software Buyer's Guide
The executive guide to travel, expense and corporate-card management - control at the point of transaction versus expense workflow, the decision framework, AI in expense, buyer segments and best-by-scenario.
FP&A Software Buyer's Guide
The executive guide to modern FP&A and how to select planning software — the operating model, the decision framework, AI in FP&A, buyer segments and best-by-scenario.
Accounts Receivable Software Buyer's Guide
The executive guide to order-to-cash - collections, cash application, credit management and e-invoicing, the decision framework, AI in receivables, buyer segments and best-by-scenario.
Treasury Software Buyer's Guide
The executive guide to modern treasury & cash management and how to select a treasury platform — the discipline, the decision framework, AI in treasury, buyer segments and best-by-scenario.
Procurement Software Buyer's Guide
The executive guide to modern procurement & spend management and how to select source-to-pay software — the operating model, the decision framework, AI in procurement, buyer segments and best-by-scenario.
More buyer's guides are published as coverage expands across the automation domains.
Browse by Automation domain
All domains →Benchmark your finance organisation.
Research explains the market; the Executive Finance Assessment personalises the decision. Before you commit budget to software, consulting or transformation, benchmark your finance organisation and see where the highest-impact opportunities are.
Begins with a free Executive Brief — about five minutes, anonymous, no account. Full assessment €59, one-time. It complements the research; it does not replace it.