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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
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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.

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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

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AP Automation – The Risks and Cost of doing Nothing

In this Webinar Mark Brousseau, President of Brousseau and Associates, and Adam McDonagh, SoftCo’s VP North America, discuss the risks and costs of doing nothing when it comes to Accounts Payable Automation. Read more

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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

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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

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On Demand Webinar

Accounts Payable – The Risk of Doing Nothing

In this webinar, SoftCo's Joel Streightiff explains the risks and costs associated with failing to automate your AP processes.

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