AP automation and ERPs: how to avoid integration delays and IT roadblocks
Data Analyst
April 8, 2026
ERP integration and IT review are where too many AP automation projects lose momentum. Not because the business case is weak, but because key questions around data access, ownership, security, testing, and change control are raised too late. If you are evaluating AP automation across one or multiple ERPs, this webinar will help you involve IT and InfoSec earlier, avoid unnecessary delays, and move forward with more confidence.
In this practical, non-technical session, Garret and Robert will share what they see repeatedly in the field: why projects stall, what really needs to integrate between AP automation and ERPs, the integration approaches enterprises typically use, and the checklist finance teams can use to prepare for internal review. You will also hear real-world lessons from enterprise implementations and get a one-page ERP & IT Readiness Checklist you can use internally after the session.
What we’ll cover:
- Why projects stall once IT and InfoSec get involved
- What data and processes need to connect between your AP automation system and ERP
- The key questions finance teams should be ready to answer internally
- Real-world lessons from enterprise AP automation projects
- The one-page checklist you can use to move your project forward faster
Speakers

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.

Robert Hickey
CloudOps · SoftCo
Robert is a senior transformation leader at SoftCo with over 30 years’ experience in IT, cloud operations, and enterprise delivery. He specializes in driving large-scale digital transformation and has led complex global initiatives across EMEA, APAC, and North America, delivering improved efficiency, performance, and innovation.