Reimagine Finance Transformation with ClearWork

Successful finance transformation isn’t about adding new software—it’s about understanding how your finance team actually operates across ERP, invoice management, reporting, and compliance systems. Most finance transformation initiatives fail because they’re built on assumptions, outdated documentation, or surface-level interviews. The result? Delays, rework, and low adoption.

ClearWork changes the game by providing a real-time view into financial activities and workflows. We track how employees process invoices, manage expenses, execute reconciliations, and navigate compliance steps—across systems like SAP, Oracle, QuickBooks, and Excel. With this data, we generate detailed process maps, identify automation opportunities, and deploy an embedded AI Co-pilot to guide users through every task.

Whether you're modernizing legacy systems, rolling out invoice automation, or improving audit readiness, ClearWork ensures your finance transformation strategy is rooted in reality—not assumptions.

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finance team members planning a digital ERP transformation using clearwork
Finance software after a successful implementation using clearwork
CFO showing the success of the project due to high adoption and strong planning with clearwork

ClearWork Enables Transformation Across The 5 Key Project Stages

1. Discovering Current State

Gain objective, real-time insights into "as-is" processes and user activities.

2. Designing Future State

Define precise requirements and optimize workflows based on factual data.

3. Deploying Your Solution

Ensure alignment between new tech and actual operational needs, reducing rework.

4. Go-Live & Steady State

Boost user adoption with a contextually aware AI Co-Pilot and a more intuitive work experience.

5. Continuous Improvement: Continuously monitor and identify opportunities for ongoing optimization and automation

Current State: How Challenges Are Discovered

finance team discovering their current processes and pain points with clearwork

🔴 Traditional Approach

  1. - Consultants conduct interviews with a few finance staff, focusing on pain points like delays or manual work—but missing how tasks actually get done.
  2. - Processes like invoice handling, reconciliation, reporting, and compliance are described anecdotally, not observed.
  3. - There’s no capture of cross-functional handoffs or shadow workflows.
  4. - Key activities remain undocumented—leaving transformation to be built on assumptions.
  5. - No system-level tracking of ERP, spreadsheets, or expense tools—just static slide decks.
📉 Result: According to BCG, 70% of digital transformation projects fail, often due to poor upfront understanding and lack of employee involvement.

✅ ClearWork Approach

  1. - Captures real-time user activity across ERP, procurement, invoicing, expense, and reporting platforms.
  2. - Reveals how work is actually performed—including delays, manual rework, exceptions, and compliance steps.
  3. - Highlights policy deviations, reconciliation challenges, and where finance SOPs aren't followed.
  4. - Users provide natural language context to explain why certain tasks are done differently.
  5. - Data builds a living blueprint of “how finance really runs.”
📈 Benefit: Creates a people-centric foundation for transformation, ensuring leaders understand what’s really happening—and why. Eliminating assumption, rework and disconnection.

Future State: What Gets Designed and Why

finance team members designing their future state process and system based on clearwork data

🔴 Traditional Approach

  1. - Solution design jumps ahead without understanding dependencies between teams, systems, and steps.
  2. - Automation and audit readiness are bolted on after workflows are built.
  3. - Tool selection is based on market trends, not actual usage or pain points.
  4. - Process documentation is outdated—or doesn’t exist.
⚠️ Risk: As McKinsey reports, lack of alignment between business needs and tech design is one of the top reasons for transformation failure.

✅ ClearWork Approach

  1. - Maps detailed workflows, controls, and policy logic directly from observed user behavior.
  2. - Identifies gaps in expense approvals, invoice routing, and reconciliation before any solution is selected.
  3. - Generates requirements and capability needs using AI—based on real work, not guesswork.
  4. - Co-creates designs with finance users, ensuring the future state fits both operational and audit demands.
✅ Advantage: The new process design aligns to reality—reducing scope creep, confusion, and audit risk.

Deployment: How the Solution Is Built

A diagram showing the complexity of the current process simplified by clearwork

🔴 Traditional Approach

  1. - Deployments rely on unclear requirements and idealized workflows.
  2. - Finance teams are trained on generic system functionality, not their actual day-to-day tasks.
  3. - Poor documentation and role ambiguity result in costly rework and system confusion.
  4. - Consultants iterate endlessly to “fit” the solution to the actual workflow—after go-live starts.
🚫 Missed Opportunity: Forbes highlights that most failed digital initiatives underestimate the importance of change management and day-one usability.
🚫 Failure Point: Requirements gaps drive 30–50% rework, delaying ROI and increasing cost

✅ ClearWork Approach

  1. - Deployment is grounded in validated task flows and SOP benchmarks.
  2. - Expense systems, invoice workflows, and reporting tools are implemented where they’ll have real impact.
  3. - Training is tailored to actual job roles and friction points—powered by workflow capture data.
  4. - Documentation is accurate, current, and automatically updated.
✅ Outcome: Faster, smoother deployment that fits the team—no surprises, no rework.

Go-Live: What the User Experiences

An accountant happy and adopting the new finance software while using clearwork

🔴 Traditional Approach

  1. - New tools launch with little in-system guidance.
  2. - Policy rules, approval paths, or audit steps are unclear or hard to access.
  3. - Manual workarounds resurface as users struggle to adapt.
  4. - No help exists in the flow of work—so transformation stalls on day one.
⚠️ Problem: Without process alignment and user enablement, even the best-designed systems fail to deliver ROI.
⚠️ Consequence: 69% of employees report tech frustration. Poor experience drives poor morale.

✅ ClearWork Approach

  1. - Finance users receive in-browser guidance via ClearWork Co-pilot—tailored to their actual task.
  2. - The Co-pilot offers real-time help for reconciliations, PO matches, accruals, audit prep, and expense checks.
  3. - It flags noncompliant steps and recommends fixes in the moment.
  4. - No more "guess and click"—users are empowered from the start.
✅ Benefit: Boosts confidence, reduces turnaround times, and improves accuracy from day one.

Continuous Improvement: From Launch to Long-Term Value

CFO showing the ROI from their digital transformation using clearwork

🔴 Traditional Approach

  1. - Post-launch, finance leaders rely on lagging KPIs and anecdotal feedback.
  2. - No insight into what users struggle with or how processes drift.
  3. - Automation initiatives plateau due to lack of ground-level data.
  4. - Documentation and audit support age quickly—losing relevance.
📉 As BCG warns, many organizations fail to measure or evolve their transformations, dooming them to stagnation.
📉 Impact: Transformations stagnate. High upfront cost delivers diminishing returns.

✅ ClearWork Approach

  1. - Tracks Co-pilot usage and workflow behavior to highlight ongoing friction and automation opportunities.
  2. - Continuously refines process documentation and SOPs as user behavior evolves.
  3. - Leaders receive dashboards showing adoption trends, compliance gaps, and areas for improvement.
  4. - Transformation becomes continuous—not a one-time effort.
🔁 Impact: Finance becomes adaptive, insight-driven, and future-ready.
🔁 Impact: Better support. Lower costs. Ongoing ROI.

Why ClearWork Outperforms the Traditional Model

✅ ClearWork Approach

  1. - Real-time task capture, SOP benchmarking, employee voice
  2. - Detailed, validated workflows and business capabilities
  3. - Precise rollout aligned to observed needs and behaviors
  4. - Embedded Co-pilot empowers users at every step
  5. - Real-time dashboards, adaptive documentation, ongoing ROI

🔴 Traditional Approach

  1. - Interviews and assumptions; no real data
  2. - Surface-level automation based on partial understanding
  3. - Unclear scope, generic training, costly rework
  4. - Poor adoption, lack of in-task support
  5. - Poor adoption, lack of in-task support

ClearWork gives finance teams what they’ve long been missing: real visibility, real ownership, and real-time support—so transformation isn’t just implemented, it sticks.

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