Employees around a table doing project planning

25 Best Practices for Planning an AP Automation Project

July 29, 2026

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A fully automated, paper-free department is the dream of every AP manager. But the task can be daunting and there are so many processes and solutions available that it can get confusing. What will help you is an overall framework that can guide your thinking from beginning to end. This framework consists of some preliminary planning (setting the stage), a look at the various acquisition options for automation, developing a business case, selecting solution providers, and conducting provider…

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