March's customer webinar delivered a powerful deep dive into Insights Pro, our next‑generation intelligence layer designed to help finance teams break through automation plateaus and unlock meaningful, measurable improvements across the entire invoice lifecycle.
If you missed the live session, below is the recording and a quick overview of the biggest takeaways, and why you’ll want to watch the full webinar on‑demand.
Finance teams have invested heavily in automation, yet many still find themselves asking the same question: “Why isn’t performance improving despite all this technology?”
During the session, we walked through common roadblocks we see across AP organizations, including touchless processing rates stuck at 25–30% while top performers exceed 80%. The underlying challenge?
Low matchability, hidden bottlenecks, and process breakdowns that don’t appear in traditional reports.
This is exactly the gap Insights Pro was built to close.
The webinar explored how Insights Pro transforms raw data into clear direction through:
Total Visibility Across the Invoice Lifecycle: See where invoices slow down, where exceptions originate, and which patterns repeat over time.
Root‑Cause Analysis, Not Just Reporting: Move beyond “what happened” to why it’s happening. Whether it’s supplier behavior, step‑level process friction, or automation breakdowns.
Built‑In Benchmarking: Understand how your AP performance compares to industry peers and top performers.
Scenario Simulation: Test process changes before implementing them to understand their impact on straight‑through processing and cycle times.
Generative AI Powered Assistance: Ask natural‑language questions, like “Which suppliers caused the most missed discounts last quarter?" and receive instant visualizations and recommendations. No SQL. No dashboards. No digging.
During the demo, attendees saw how teams can:
Identify top causes of exceptions, such as price variances or late POs
Pinpoint suppliers driving missed discounts
Track touchless matching performance
Drill down into specific invoices with a few clicks
Customize and pin dashboards for ongoing monitoring
Use matching simulations to forecast performance improvements
This wasn't just a feature tour, it was a walkthrough of how AP teams can continuously optimize without adding headcount, spreadsheets, or manual investigation. We also focused on pre‑built dashboards, including the CFO Cockpit, designed to give leadership a real-time view of invoice performance, working capital impact, and team capacity.
This higlight reel only scratches the surface. To experience the demo, the AI assistant, and the full walkthrough of Insights Pro’s capabilities, watch the webinar on‑demand.