Manual financial reporting processes remain one of the most persistent challenges facing finance and accounting teams across financial services. Fragmented systems, spreadsheet-heavy workflows, and limited automation can slow decision-making, increase compliance risk, and hold back strategic progress.

In this session, Alteryx and RSM US LLP showcase how financial institutions are transforming their accounting operating models by automating critical regulatory reporting processes using the Alteryx One platform with built-in AI capabilities. Discover how automation and AI is driving efficiency, reducing risk, and enabling a more agile reporting environment.

What you will learn:

Common challenges financial institutions face with manual regulatory reporting
How automation and AI supports process standardization, audit-readiness, and long-term cost savings
The role of Alteryx in modernizing reporting workflows
Practical takeaways to help streamline your own regulatory reporting

Whether your organization is just beginning its automation journey or looking to scale existing processes, this webinar offers actionable insights to help modernize accounting functions for greater efficiency, accuracy, and growth.

I agree that by submitting this form, the data I provide may be used to contact me for marketing purposes. I can opt out at any time. Privacy Policy

By providing this information you agree to our Privacy Policy

Meet Our Speakers

Jawwad Rasheed

Global Transformation Lead, CFO and FinServ, Alteryx

Bhumika Patel

Supervisor, Data Analytics at RSM

Elia Blankenship

Director, Management Consulting at RSM

Our Partner

Recommended Resources

Blog Post

Transforming Audit Teams into Strategic Partners with Automated Analytics

Analytics Leader
Finance Leader
Professional

Read Now

Blog Post

How AI-Discovered Signals are Redefining the Finance Function

Analytics Automation
Generative AI
Analytics Leader

Read Now

Blog Post

What Financial Services Leaders Are Saying About Data and AI

AI Data Clearinghouse
Analytics Automation
Finance Leader

Read Now

Use Case

Fraud Detection and Continuous Monitoring

Finance teams face blind spots with audits and sampling, leaving fraud schemes to grow unchecked. With Alteryx One, organizations unify fragmented data, apply machine learning, and automate investigations for faster detection, stronger compliance, and reduced fraud loss.

Analytics Automation
Data Prep and Analytics
Data Science and Machine Learning

Learn More

Use Case

Automated Reconciliations for Finance Teams

Automate reconciliations across GL, bank, and sub-ledgers to reduce errors, accelerate close, and strengthen financial controls.

Analytics Automation
Data Prep and Analytics
Data Science and Machine Learning

Learn More

Event

From Chaos to Context: How Alteryx One and the AI Data Clearinghouse Transform Cash Matching

Discover how Horizon Five used Alteryx One and the AI Data Clearinghouse approach to boost cash matching from 15% to 95%, reduce manual work, and bring speed, accuracy, and control to finance workflows.

Live Webinar
Finance Leader
IT Leader