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

7 Steps to AP Automation Success

In this webinar SoftCo’s Brian Bertges and Garret Pearse discuss the key steps to take to ensure you successfully deliver the best AP solution for your organization. Read more

On-Demand

2025 Guide to Evaluating AP Automation Before You Commit

Learn to evaluate AP automation readiness, ask the right vendor questions, and avoid pitfalls with real-world case studies. Read more

On-Demand

The Benefits of Automating AP in 2023

In this webinar Brian Bertges and Garret Pearse from SoftCo discuss the benefits of automating AP in 2023. Read more

On Demand Webinar

The Costly Truth About Manual AP – And How to Fix It Fast

Discover the hidden costs of manual AP and learn how automation can help you cut costs, improve efficiency, and prevent errors.

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