Practical on-site workshop

How to digitize the financial department of a startup or SME? Existing tools and best practices

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Why not miss it?

If you’ve known for some time that your company’s financial management needs a change but don’t know where to start, this session is for you.

We are not here to talk about digital transformation in the abstract. In 90 minutes and in a practical way, we will cover the whole journey:

Which ERP fits your company’s momentum?

✅ How to automate expense management and stop chasing tickets for equipment

✅ How to have real visibility of your cash register without manual intervention

✅ What AI can already do for your finance department

You will leave with a clear map of available tools, concrete criteria to choose from according to your company profile and a realistic starting point if resources are limited.

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Session structure

1.- Introduction – Why digitalize finance now? The real cost of managing finances manually or offline. What is changing in the regulatory and competitive environment that makes financial digitization a necessity, not an option.

2.- The tool map: ERPs and financial management software Review of the main solutions on the market and how to choose depending on the company profile:

Early stage startup with no dedicated finance team
SMEs with recurring invoicing and cash control needs
Company with more complex operations that requires more robust ERP

Which functionalities are essential, which are accessory and what mistakes are made when choosing a tool before the processes are clear.

3.- Expense management and ticket digitalization One of the most tedious tasks in the financial department and one of the easiest to automate:

Capture of receipts and invoices from cell phones with OCR
Automatic expense categorization
Digital approval flows
Direct integration with ERP and accounting

The goal: no ticket is lost, reconciliation is automatic and the monthly closing does not depend on chasing vouchers to the team.

Real-time financial visibility How to connect the ERP with the bank, automate the reconciliation and have an updated scorecard without manual intervention. The difference between knowing how it was last month and knowing how the company is doing today.

5.- AI applied to the financial department How artificial intelligence is transforming tasks that previously consumed hours of work (such as invoice control).

What is already working today and what is to come in the short term.

6.- Good implementation practices How to implement without overwhelming the team. Where to start if resources are limited. The role of the external CFO as an accelerator of the process.

7.- Question time and networking

Speaker

Patricio Hunt

Managing Partner of Intelectium, a financial consulting firm specializing in startups and innovative SMEs and Intelectium Ventures, a vehicle that invests in technology startups in seed stage. He has more than 20 years of experience in strategic consulting. He is also founder of Lead Angels, a private investment club that also invests in pre-Series A and Series A rounds. Some of Intelectium's startup clients are well-known startups in the Spanish ecosystem, such as Glovo, Impress, Ontruck, Repscan, Seedtag, Kampaoh, etc.

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Internal information system

T. (+34) 934 150 422

Legal Notice

Cookie Policy

Internal information system

T. (+34) 934 150 422

Practical on-site workshop

How to digitize the financial department of a startup or SME? Existing tools and best practices

Why not miss it?

Sign up!

Session structure

1.- Introduction – Why digitalize finance now? The real cost of managing finances manually or offline. What is changing in the regulatory and competitive environment that makes financial digitization a necessity, not an option.

Speaker

Patricio Hunt

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