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Le guide du contrôleur pour l'automatisation des finances


Dans ce guide

According to a survey conducted by Deloitte's Center for Controllership and the Institute of Management Accountants (IMA),* 65% of respondents in finance and accounting say their organisations' controllership function is either unprepared or only somewhat prepared to meet future demands. In this guide, we’ll cover how to identify key areas of weakness throughout your financial reporting processes, and how and when these can be addressed using automation in accounting and finance to help you arm your organisation, including your board and executive team, for the future. 

Who is the financial controller: the financial compass of the company

As a financial controller, you operate at the center of a high-performing reporting function with one eye on financial operations, ensuring regulatory adherence, and the other providing strategic financial insights that empower informed decision-making. You act as the lynchpin between multiple internal stakeholders from FP&A, internal audit, and general counsel, all the way to the CFO. This comes with a unique set of responsibilities—and risks:

Fournir des données financières exactes

As a controller, credibility is king. As such, your first priority is to ensure the financial data and related financial insights you provide are accurate and reliable. This includes meticulously examining financial statements, transaction records, and other relevant documents.

Leading the financial reporting cycle

Being at the core of the financial reporting cycle, financial controllers must ensure their internal processes remain as efficient and pain-free as possible. Tackling inefficiencies while mitigating the risk of burnout in your team is key to keeping this well-oiled machine going smoothly.

Fournir des informations commerciales fiables

It’s not just about the numbers. It’s also about the financial story they tell. The insights you provide regarding the financial performance of the business directly inform strategic direction. When done well, this can help you take the next steps in your career—but rushed insights based on inaccurate data can be devastating to your organisation.  

A recent Workiva survey** revealed that minimising risk, protecting data integrity, and ensuring efficiency are the three top concerns for finance professionals.

Des priorités essentielles aux pressions extérieures

Bien que ces priorités demeurent inébranlables, votre rôle de contrôleur financier est probablement très différent de ce qu'il était auparavant. Les attentes à l'égard des contrôleurs augmentent. En fait, 80 % des contrôleurs interrogés par Deloitte et l'IMA estiment que leur travail est devenu plus analytique et tourné vers l'avenir*. Cela s'explique par l'évolution rapide de la toile de fond :

Volatilité économique

Between volatile markets and an unstable socio-political landscape, there’s more pressure than ever to arm your company with regular, accurate financial insights that enable agile decision-making. Cash flow might also be tighter, so it’s likely you’re being asked to do more with less.

Exigences réglementaires

New regulations are coming in and shaking things up. The information contained in financial reports is being scrutinised more closely, heightening the need for traceable data. Integrated sustainability and financial reporting requirements mean that more data needs to be reported on and verified. For you, this means keeping the ship steady as your team adapts to new requirements while mitigating risk by continuing to ensure accuracy across everything you report.

Difficultés en matière de personnel

Talent shortages and the rise of remote work have transformed the way accounting, finance, and sustainability teams operate. While businesses strive to break down silos, departments remain disconnected and overstretched, using inefficient systems and outdated tools. Finance controllers are grappling with overstretched processes and staff burnouts making team productivity and satisfaction more of a challenge than ever before.

Pourquoi utiliser l'automatisation des processus financiers ?

Eliminate costly processes

Working in this risky, high-pressure environment, you know firsthand that significant changes are necessary—but you’re also being asked to do more with smaller budgets and sometimes even a smaller team. Hiring new staff may not be an option at present, let alone embarking on a full overhaul of existing financial processes, structures, and tools.

Accelerate financial processes

Faced with these challenges, many finance teams find themselves turning to modern, cloud-based finance process automation solutions that promise measurable benefits without the disruption, expense, or risk of a full overhaul. From accounting to financial planning, finance process automation solutions can automate repetitive manual tasks, strengthen data accuracy and consistency, and help improve the quality of insights.

Improve regulatory compliance

In many cases, the slightest deviation from compliance norms can have far-reaching consequences. Utilising finance process automation helps enforce consistent processes and reduce the likelihood of non-compliance due to human errors. This is especially crucial in industries such as banking, insurance, and energy & utilities—with strict financial regulations.

Choosing the right finance automation tool

Mais avec un tel choix d'outils et de plateformes, comment choisir le(s) bon(s) outil(s) pour votre équipe ? Découvrez les trois étapes d'une transformation numérique réussie.

Étape 1 : Déterminer où l'automatisation financière est nécessaire

As pressures mount, it can be tempting to tackle financial process challenges on a case-by-case basis. Unfortunately, this can lead to a disconnected set of short-term solutions that work only until the next problem arises.

Being prepared for the long term requires a more strategic approach. To find out where you could benefit the most from accounting and finance automation, start by mapping out strengths and weaknesses across your three key priorities—your insights, your data, and your teams.

Insight considerations for the controller

Data story-telling is instrumental in helping steer business decisions. Start by considering the value your financial insights hold for your CFO in the context of board and executive reporting. How has this changed in recent years? Make a list of the shareholder expectations and regulations guiding what needs to be reported on, noting the main areas that are currently evolving.

Ensuite, considérez la vitesse à laquelle vous pouvez fournir ces informations. Si votre directeur financier vous demande un chiffre particulier, dans quel délai pouvez-vous le fournir ? Prenez note des informations que vous pouvez fournir ou vérifier rapidement, et des données dont l'accès serait plus difficile ou plus lent.

Pour fournir des informations de qualité, deux choses sont nécessaires : la confiance dans l'exactitude de vos données et suffisamment de temps pour approfondir votre analyse et anticiper de manière proactive les questions et les préoccupations. Mettez en évidence les domaines dans lesquels vous vous sentez à l'aise et ceux dans lesquels vous vous sentez moins à l'aise en ce qui concerne la rapidité, la précision et l'approfondissement des informations. Cela vous aidera à identifier les domaines de votre processus qui pourraient être traités par l'automatisation des processus financiers.

Data considerations

As controllers are being made responsible for more financial and non-financial data than ever, it’s essential for you to have a clear view of where all your information originates. Your data points are most likely generated from multiple systems, including enterprise resource planning (ERP), business intelligence (BI), and enterprise performance management (EPM) platforms. Map out how and where your data is gathered and what financial planning, tracking, and reporting software is being used.

Continue building your map of financial data by following individual data points along their journey from the point of origin to the final report. Make note of all the different teams, systems, and processes a single data point encounters.

As you map out your data journeys, make note of the controls and processes that ensure information remains accurate and unchanged. How is data verified at source? What finance controls are in place as it passes from one team or software to the next? Consider whether information is being passed along manually (e.g., by copy/pasting) or automatically, and who is in charge of transferring, amending, and verifying figures.

Team considerations

As stakeholders demand more financial and non-financial insights, it’s likely that you’re working across more teams than you may even realise. As you map out your data journeys, compile an inventory of everyone involved in the financial reporting process and what roles they have, from input providers (e.g., FP&A, tax) to report creators (e.g., corporate accounting), to reviewers (e.g., executives, department leads).

Lorsque vous définissez vos équipes, réfléchissez à la manière dont elles travaillent ensemble. Prenez note de la manière dont les modifications sont effectuées, dont les commentaires sont échangés, où les personnes sont en mesure de collaborer en temps réel et où elles font circuler les différentes versions du document (par exemple, en utilisant des courriels ou des impressions). Quelle est l'efficacité, la rapidité et la traçabilité de la communication à chaque étape ? Réfléchissez à la manière dont cela fonctionne au sein d'équipes disparates et entre elles.

Examining these different team processes should start to give you a clear picture of where the main inefficiencies and areas of weakness lie. Taking this information into account, ask your financial reporting team what their biggest frustrations are, what their most time-consuming tasks currently are, and what they feel they should be spending more time on.

Étape 2 : Connaître les signes d'une solution forte 

Answering the above questions in detail will help you highlight and connect underlying issues in your financial reporting process and identify which areas are in most need of addressing with financial process automation.

Your individual ERP systems may be very effective however, inefficiencies and risks can often arise as data travels between different systems and teams. Automating finance processes from beginning to end can alleviate any discrepancies that may arise between ERP systems. Having identified areas in which finance automation can be most strategically deployed, what are the key indicators of a robust finance automation solution?

Must-haves in finance automation solutions

Selon notre enquête**, 51 % des entreprises prévoient d'investir davantage dans leur transformation financière. Examinez les domaines dans lesquels des investissements sont actuellement réalisés - quels sont les problèmes primordiaux qu'ils visent à résoudre ? Viser à tirer parti des domaines d'investissement existants et à les développer.

Réfléchissez également au retour sur investissement que vous espérez obtenir avec la plateforme et découvrez le retour sur investissement que d'autres entreprises ont obtenu en l'utilisant. Les solutions d'automatisation financière les plus performantes offrent souvent aux clients potentiels la possibilité d'entrer en contact avec leurs utilisateurs actuels afin de discuter de leurs expériences avant de s'engager.

Est-ce que je cherche à résoudre un problème ponctuel ou est-ce que je m'attaque à un problème sous-jacent ? Posez-vous la question :

  • Cette solution contribuera-t-elle à améliorer la qualité des données ?
  • Favorisera-t-il l'efficacité de l'équipe ?
  • Cela renforcera-t-il mes connaissances ?

If the answer is yes to any of these, the solution is more likely to have a long-lasting impact on your organisation. As the need to report on both financial and non-financial data increases, finding a financial process automation solution that unites disparate functions by impacting two or more of the above areas is key.

In the current landscape, lengthy implementation processes simply aren’t feasible. Modern, cloud-based financial automation solutions offer the option of a much faster adoption process. Look for automated financial reporting solutions that are designed to work with your existing tools, rather than simply adding to them, and that have a familiar user interface that will be easy for your team to adopt.

Step 3: Plan your finance automation implementation

According to a survey conducted by Deloitte’s Center for Controllership and the Institute of Management Accountants,* the biggest barriers to a successful transition to finance process automation include a lack of time, financial resources, capacity, and expertise in implementation. Of course, even the perfect tool won’t go far if the adoption phase isn’t thought through. Here are our top suggestions for a seamless implementation process:

Nos recommandations

Si une solution solide doit pouvoir être mise en œuvre rapidement, une mise en œuvre réussie nécessite néanmoins une planification et une attention particulières. Si un nouvel outil est mis en œuvre au cours d'un cycle de déclaration, le fait de faire fonctionner l'ancien et le nouveau système en parallèle avant d'effectuer le changement complet peut contribuer à assurer une transition en douceur. Tenez compte des besoins de toutes les parties prenantes et veillez à ce que tout le monde ait suffisamment de temps pour s'impliquer.

Il est important d'inclure tous les utilisateurs clés dès le début du processus de prise de décision afin de bien comprendre leurs besoins, leurs obstacles et leurs réserves. Les membres de votre équipe peuvent avoir des niveaux d'expérience, de compétence et de confiance différents en matière de technologie. Les sessions internes d'intégration peuvent contribuer à rendre tout le monde opérationnel plus rapidement.

From decision-making to implementation, adopting the right tools can be all-consuming. Make sure you speak to solution experts who can guide you through the entire financial automation process, help you make the right choices for your team, and provide support along the way. Involving partners and experts from the very beginning can help maximise your ROI and help you see results more quickly.

Le rôle de Workiva 

Des données fiables et accessibles

Aggregating data from both systems and people? Across multiple places? We’ve got you covered—automate the collection of financial data and connect directly to your source systems with comprehensive finance automation.

Productive, happy reporting teams

Réduisez la nécessité d'une saisie manuelle des données, longue et risquée, grâce à la technologie d'automatisation des finances. Faites-en plus avec une confiance accrue tout en travaillant en temps réel avec plusieurs équipes sur notre plateforme en nuage.

Deeper, accurate financial insights

Workiva’s finance automation platform connects information across multiple reports and presentations, helping your story stay consistent and up-to-date while giving you full oversight across multiple teams. With less time spent updating and verifying data points, you can focus on going deeper in your insights and providing them with more certainty.

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