Finance technology is evolving faster than most midmarket organizations can keep up. From AI-powered automation to continuous close and integrated ERP ecosystems, the promise is significant, but so are the pitfalls. CPA Crossings’ latest research guide cuts through the noise with practical, vendor-neutral frameworks designed specifically for finance teams navigating today’s complex technology landscape.
This comprehensive guide tackles the real challenges finance leaders face: evaluating AI claims that often obscure implementation complexity, managing hidden costs that vendors don’t surface upfront, and designing controls that hold up to audit scrutiny. Whether your team is replacing a legacy system, layering in AI-enhanced features, or connecting new tools to an existing stack, this resource delivers the structure needed to make confident, informed decisions.
Inside, you’ll find:
- A Vendor Evaluation Scorecard with 20 weighted criteria across five categories, including audit readiness and control design
- A Five-Year Total Cost Framework that captures the implementation, integration, and operational costs most vendors don’t disclose
- A Four-Phase Implementation Roadmap with checkpoints and red flags at every stage
- Industry-Specific Considerations for manufacturing, distribution, SaaS, and professional services
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