2026 Guide to Evaluating AP Automation Before you Commit

Evaluating AP automation in 2026 starts with readiness — not demos. Knowing when to engage vendors, and how to avoid costly missteps, is what separates successful projects from stalled ones.

In this session, SoftCo experts will share a proven framework for evaluating AP automation before you commit. You’ll learn how to assess readiness, pressure-test vendors with confidence, and align internal stakeholders around metrics, ERP reality, and finance leadership priorities.

What we’ll cover:

3 readiness checks every AP automation project should pass
4 internal questions to answer before engaging vendors
3 metrics vendors should respond to — not introduce
5 ERP realities that quietly determine success or failure
How finance leaders define success long after go-live

Speaker

Garret Pearse
Finance Technology Consultant - SoftCo

Garret is a senior finance consultant at SoftCo with over 20 years’ experience. Garret specializes in introducing best practice automated P2P processes to global organizations. He has been instrumental in transforming P2P in hundreds of global organizations across all industries.

Speaker

Adam McDonagh
AP & P2P Specialist - SoftCo

Adam is an industry leader in financial process automation and has worked closely with CFO's and finance professionals in Fortune 500, Fortune 1,000 and other industry-leading organizations to automate their Procure-to-Pay and Accounts Payable Processes.

Previous Webinars

On-Demand

Digital Transformation Trends for 2022

A panel discussion in conjunction with IFOL featuring Amar Shah, CFO at RJ O'Brien, Caroline Adams, Top AP Influencer, & Adam McDonagh of SoftCo, focusing on key and emerging trends in digital transformation and a prediction of what to expect for the rest of 2022. Read more

On-Demand

5 Reasons you need to Automate AP Now

In this webinar Brian Bertges and Garret Pearse discuss 5 reasons why you need to automate AP now. Read more

On-Demand

Onboard, Manage, and Optimize Suppliers to Control Spend

Supplier Management experts Garret Pearse and Killian McCarthy share best-in-class strategies to onboard and manage your suppliers. This webinar is designed to show Finance, Procurement, and Accounts Payable leaders how world-class organizations are reducing external and internal risk while ensuring compliance. Read more

On Demand Webinar

Demystifying E-invoicing & Peppol: What Every CFO, Controller & AP Team Should Know

Discover how eInvoicing and Peppol work, what mandates mean for your business, and how to streamline AP with structured, compliant invoice processing.

Watch

Latest Blog

France e-invoicing mandate: what’s confirmed, what’s still changing, and what finance teams should do now

France’s e-invoicing mandate is moving ahead, and the path to compliance is now more clearly defined….