AP Automation Business Case Template
The document a champion hands the CFO: current state, financial case, risks and the ask, in nine sections.
• Automate faster • Collaborate better
• Pay with confidence
Evaluations don’t die in demos. They die in the gap between finding the right tool and putting a document in front of the CFO that can be approved. This template closes that gap.
Nine sections that assemble your cost baseline, your three-scenario financial case, the risks with real mitigations, and a one-line ask with a decision block. The discipline is built in: conservative case first, measured facts instead of adjectives, and unquantified benefits labeled as exactly that, because a CFO who catches one invented number stops trusting all of them.
IN THIS TEMPLATE
Nine sections from executive summary to the ask, with the summary written last, by design
A measured current-state baseline: volumes, labor, cost per invoice, exception rates
A three-scenario financial case presented conservative-first, with an assumptions-and-validation table
Risks and mitigations written like a skeptic, not a brochure
A decision block (approved / approved with conditions / declined) so the meeting ends with a decision
FAST FACTS
9 sections, baseline to decision block
3 financial scenarios; the conservative one always leads
8 pages when completed; shorter reads better
Walk into the CFO’s office with a document, not a pitch. Complete the form and we’ll send the PDF.
