07-04-2025

The CFO Playbook: Automating for Efficiency, Compliance & Growth Hosted by SignUp Software

11:15 - 11:45 Primrose 3/4 Back to event schedule

A survey of 700 finance leaders found 65% of CFOs plan to automate at least half of their finance functions, with 27% already fully automated. As economic pressures mount, 65% of S&P 1200 companies have cut costs—but short-term reductions aren't sustainable.

Finance leaders are turning to automation to drive efficiency, strengthen financial control, and streamline AP processes. In this session, we'll explore how SignUp Software's ExFlow, fully embedded in Microsoft Dynamics 365 Business Central, transforms the Office of the CFO by:

- Automating P2P & OTC for ingestion, approval, posting, and payments.
- Optimizing Business Central content for R2R compliance and storage savings.
- Delivering AI-driven insights for smarter decision-making.

Join us to see real-world ExFlow use cases, key D365 BC finance challenges, and how companies are automating for sustainable growth. We help you put your cash and spend under control for ultimate efficiency, compliance and growth.

Speakers:

Bob Monio

SignUp Software, Sr. Partner & Sales Executive, Business Central, North America

With 40 years' experience in developing collaboration software, process consulting and channel sales, Bob Monio is responsible for SignUp's Business Central/SMB Business in North America.
Prior to joining SignUp Software, Bob held sales and management positions at USWeb/CKS, Open Text, ReadSoft, Kofax, and KnowledgeLake - with his teams instrumental in achieving incremental revenue results through the development of award-winning joint partner solutions and Alliances.
Bob's goal is to ensure SignUp's Customers thrive through engagements that drive significant ROI and on-going revenue growth.