IOFM Virtual Demo Day

Join us on June 12^th for our next Virtual AP Demo Day and learn how IOFM’s partner ecosystem can empower your AP team. Industry-leading organizations will demo products that can streamline processes, automate workflows, and ultimately save your organization money.

This live, day-long event will feature multiple 45-minute virtual sessions where you’ll have the opportunity to:

• Hear from top organizations in the financial operations industry as they demo solutions
• Identify partners who can help your company overcome the obstacles set by COVID-19
• Ask questions specific to your business challenges and goals during interactive Q&A

As teams continue to automate and work virtually, you can be the voice that helps steer your organization towards the solutions and partners that best fit your company’s current business needs.

Signing up is free, and a one-time registration grants access to every session throughout the day, allowing you to come and go as you please. The first 40 minutes of each session will dive into the solution at hand, while the final 5 minutes will focus on audience discussion and Q&A.

Please note: this is a LIVE event! Recorded sessions will not be made available, so plan to attend the sessions day-of.

Avalara Demo | 9:00AM - 9:45AM Eastern Time

Join Avalara to explore how to stay IRS-compliant in an evolving 1099 and W-9 landscape. As companies increasingly work with domestic and overseas contractors and updated filing thresholds take effect, plus the introduction of a brand-new 1099 form, your compliance practices need to adapt. This demo session will walk you through automation software to beat common challenges in 1099 reporting and offer practical solutions for managing both W-9 and W-8 compliance with the IRS and states. You’ll learn how to accurately handle various 1099 forms, including NEC and MISC for contractors. We’ll also demonstrate how Avalara can help you streamline full-cycle W-9 management—from data collection and validation to reporting and filing. Whether you’re scaling operations or refining current processes, this session will help you reduce compliance risk and save time. Don’t miss this opportunity to modernize your 1099 and W-9 strategy.

Medius Demo | 10:00AM - 10:45AM Eastern Time

Join us for the Medius session during the IOFM Virtual Demo Day and discover why Medius was recognized by Gartner® as a Leader in the March 2025 Gartner Magic Quadrant for Accounts Payable Applications.

In our engaging 45-minute demo, you will:

• Experience a live demonstration of our cutting-edge solution, which encompasses our leading AP automation application and spend management suite.
• Learn how Medius's advanced AI capabilities can help your company improve invoice processing rates, detect fraud, and manage supplier inquiries.
• Engage in interactive Q&A sessions to discuss your unique business challenges and objectives with Medius experts.

In the competitive AP solutions market, Medius distinguishes itself with innovative AI solutions for everything from data capture to invoice processing, payments, and fraud detection. Don't miss this chance to explore beyond basic automation.

Esker Demo | 11:00AM - 11:45AM Eastern Time

Upset suppliers. Late payment penalties. Painfully messy approval processes. No visibility into what’s happening. That’s the reality of traditional accounts payable (AP) methods. Your AP team — and your company — deserve better. Join us at IOFM’s Demo Day to see how AI-powered automation eliminates the pains of manual invoice processing and gives you the control to improve your AP performance.

Meet Esker Accounts Payable, a cloud-based, AI-driven automation solution that streamlines the entire AP process within one simple interface. See how smooth AP can be with: 

• Touchless invoice processing & expedited payment approvals that reduce invoicing costs & delays
• Intelligent dashboards with real-time KPIs that give your team actionable data for better decision making
• An online supplier portal that lets your suppliers easily access payment details & status updates
• A variety of anti-fraud measures to reduce risks & protect your cashflow

AppZen Demo | 12:00PM - 12:45PM Eastern Time

Experience our live demo of AppZen's AI-powered solutions transforming invoice processing. AppZen Inbox automatically categorizes and responds to your AP emails, while our adaptive AI Agents automate routine workflows. Together with our Autonomous AP solution, these tools audit, code, and process invoices in minutes - reducing processing times with minimal oversight. See how our solutions deliver exceptional efficiency and accuracy to your financial operations.

Key capabilities include:

• Intelligent inbox management with automated responses
• AI Agents that adapt to your unique business processes
• Precise GL coding for all invoice types
• Smart multi-line PO matching
• Seamless document ingestion
• Customizable approval workflows

Bottomline Demo | 1:00PM - 1:45PM Eastern Time

Stay Ahead of the Game with Bottomline AP Automation

With Bottomline, you can process invoices faster and more accurately, pay vendors electronically, and ratchet up security.

Steve Olmschenk, Bottomline Senior Solution Consultant, will show you how to use the Bottomline solution to:

• Ingest invoices "touchlessly"
• Automate invoice coding and approvals
• Issue payments electronically to vendors, via ACH and virtual card
• Track invoices and payments online 24-7
• Pay over 50% of your vendors electronically on day one through Paymode, Bottomline’s business payments network

Yooz Demo | 2:00PM - 2:45PM Eastern Time

Financial fraud is escalating, with 83% of CFOs reporting payment fraud attempts in the past year. Don’t wait for it to happen to you, join us for a live demo of YoozProtect, our powerful new fraud detection feature. YoozProtect equips finance teams with real-time, AI-driven tools to detect, prevent, and respond to payment risks before damage is done.

Key benefits include:

• Smart Fake Detection – AI and machine learning flag suspicious invoices using deep metadata analysis
• Atypical Amount Detection – Identify irregular payments based on vendor history
• Vendor Authentication – Validate banking details and vendor data instantly
• User Security – Role-based access, SSO, MFA, and AES-256 encryption
• Audit & Compliance – Full audit trails ensure alignment with COSO, PCI-DSS, and NIST

See how YoozProtect can help you stop fraud before it starts.

Tipalti Demo | 3:00PM - 3:45PM Eastern Time

Join us for our live demo to discover how Tipalti’s connected finance automation suite ensures you get the visibility and control you need across accounts payable, global payments, procurement, and employee expenses to run your business more efficiently and drive growth.

Learn how finance leaders are using Tipalti to remove accounts payable errors, enhance compliance, and scale their operations globally - all while reducing manual workload by up to 80% and accelerating financial close by 25%+.

In this session, our expert solutions consultant will walk you through:

• Automated AP Workflows – Eliminate manual invoice processing and payment reconciliation
• Procurement Optimization – Standardize purchase requests and approvals with built-in controls
• Expense and Corporate Cards – Gain visibility and control over employee spending
• Seamless ERP  Integration – Sync data in real-time for improved accuracy and efficiency

Corpay Demo | 4:00PM - 4:45PM Eastern Time

Corpay Complete is your all-in-one platform to automate, control, and optimize business spend. Designed for modern finance teams, this mobile-friendly solution unifies payments, AP, cards, and expenses in one streamlined workflow.

Join our exclusive IOFM webinar for a live demo and see how Corpay Complete helps finance leaders work smarter:

• Payments Automation: Streamline checks, ACH, wires, and virtual cards with a single ERP-friendly file—while earning monthly cash rebates.
• Invoice Automation: Use AI-powered data capture and 2- & 3-way matching to accelerate approvals and reduce errors.
• Fraud Mitigation: Protect payments with secure vendor enablement, managed ACH, and real-time monitoring.
• Mobile Control: Approve, track, and manage spend from anywhere, with full visibility across finance operations.

Discover how leading companies are reclaiming time, cutting costs, and future-proofing their financial processes with Corpay Complete.

Symtrax Demo | 5:00PM - 5:45PM Eastern Time

This demo of the Compleo Invoice Platform (CIP) demonstrates how any business—regardless of ERP—can streamline and automate its accounts payable process. We’ll show how CIP simplifies invoice reception from a wide range of sources and formats. Whether invoices arrive via email, web portals, APIs, or EDI channels, CIP seamlessly handles both visual (PDF) and structured (XML, JSON, flat files) formats—offering flexibility for any intake method. The demo also highlights how CIP enforces accurate 3-way matching to reduce errors and prevent fraud, automates approval workflows to accelerate processing and ensure compliance, and integrates smoothly with your ERP. Built-in analytical capabilities provide real-time reporting and spend visibility. While this demo features SAP Business One, the same benefits apply across platforms like SAP ECC, Oracle, Microsoft Dynamics, and more.