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Automation and the Finance Function: What Changes, What Doesn't

Automation is reshaping how finance teams collect, reconcile, and report — but judgment, controls, and the questions worth asking remain a human responsibility.

Nicholas Perez, CPAJuly 14, 20265 min read

Automation has moved from the periphery of the finance function to its center. Data collection, transaction matching, and first-draft reporting are increasingly handled by systems rather than spreadsheets. What deserves equal attention is what automation does not change.

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