IOFM Virtual Demo Day

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Wednesday, August 17, 2022 | 9:00am - 5:00pm Eastern Time | Free

Join us on August 17th 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 30 minutes of each session will dive into the solution at hand, while the final 15 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.


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

As we navigate the second half of 2022, it is clear that the days of semi-automated or manual AP and payment processes simply won’t make the cut anymore. As if the day-to-day struggles of a manual AP and payment process isn’t stressful enough, there’s the worry of whether there’s long term detriment to your business’s bottom line. It’s hard to get the transparency you need to see exactly what’s pending and what’s paid, making accurate forecasting and fraud prevention nearly impossible.

Medius links invoice capture, processing and payments to replace that stress with confidence. Join our demo day presentation, to see how Medius solutions turn endless email, PDF and paper invoices into a simple, secure, automated process (and provides data-driven benchmarks along the way to help you keep improving). You’ll also see artificial intelligence in action – so invoices get coded, approved and paid, and AP teams get to (heaven forbid) go home and rest easy.


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

If you’re still managing accounts payable that’s tied to manual, paper-based processes, automation opens new opportunities for growth and efficiency to help you achieve those goals and more. 

Join AvidXchange to learn how you can transform the way you pay bills with a single invoice-to-payment platform that integrates directly with your accounting system allowing your finance team to:

  • Receive, track and approve invoices in the workflow you follow today, but without inefficiencies and paper.
  • Eliminate manual data entry, reduce errors and save valuable time.
  • Gain more visibility and control by checking invoice statuses from anywhere, anytime.
  • Make secure electronic payments to suppliers.
  • Create custom workflows with 24/7 visibility into payments.
  • Reduce processing costs by eliminating check printing, mailing and time spent following up on uncashed checks.

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

End-to-End AP Automation for Growing Businesses

Tired of manual, paper-based AP processes bogging down your finance team? The MineralTree TotalAP solution automates and optimizes each phase of the invoice journey into a simple, streamlined workflow. No longer do you have to accept manual invoice capture, approvals, and vendor payments as a time-consuming, decentralized reality of AP. Join the TotalAP demo to learn more about how our award-winning, cloud-based tool can help your team to:

  • Process 3X their current invoice volume without adding headcount
  • Reduce total cost per invoice by up to 430%
  • Strengthen AP security and mitigate fraud risk
  • Empower better business decisions with improved visibility

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

This demo will cover essential questions to ask providers when looking for accounts payable automation. These questions help uncover key criteria that deliver results, including features to look for, how to evaluate the partnership, and red flags to avoid. Some questions that will be discussed include:

  • What percent of invoice volume is able to flow straight-through as e-invoices?
  • If Artificial Intelligence is built in, who trains the AI?
  • How many configuration settings does your solution have for workflow routing?
  • And more!

This demo seeks to help you understand what key performance criteria will result in crushing your key performance indicators. Please come with questions on how you can identify the best features/functionality for your department goals and how you can best recognize solution red flags.


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

Your team understands the importance of AP automation and is most likely already automating parts of that process. Unfortunately, there is still a lot of manual effort that goes into managing an invoice, and that doesn’t even include processing and managing payments for your vendors. For businesses that process high volumes of invoices every month, those small inefficiencies can quickly add up to time and revenue lost.

Join us to learn how DocuPhase can help you close the books quicker by automating the entire P2P process. From invoice capture and automating the 3-way match process, to getting vendors paid quicker, you can now do it all within one easy to use system.

Why attend?

  • Understand the difference between partial and end-to-end AP automation
  • Learn why staying with the status quo can be more expensive in the long run
  • Understand how to close your books quicker by automating your entire P2P process

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

Are you ready to automate the entire AP process from purchase to payment in the easiest-to-use invoice and payment automation platform?

Join Yooz CEO Laurent Charpentier as he takes you through a step-by-step product demo of how the Yooz, with the addition of the new YoozPay feature, will allow your organization to achieve hands-free invoice and payment processing with our complete end-to-end solution that uniquely leverages AI and a BPMN2 standard-based workflow to deliver flexibility, security, and an amazing level of automation in the most intuitive experience on the market.

Keep your AP process moving with complete visibility and accessibility anytime, anywhere thanks to our cloud-based automation solution.

  • Advanced invoice capture and real-time processing – no more paper or manual data entry and reduced error and fraud risks
  • Unique BPMN2 standard-based workflow – the most automated and flexible workflows and even touchless invoice processing
  • All-in-one intuitive cloud-based AP automation solution – automating the entire P2P process from purchase to payment in one platform

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

At the end of every year, businesses are required to file wage and income information to the IRS/SSA, state agencies (where applicable), and send copies to recipients. Keeping up with the everchanging rules, regulations and many confusing compliance details can be difficult. That’s where Yearli by Greatland comes in.

Yearli.com is a complete federal, state, and recipient W-2, 1099 and 1095 filing program. Best of all, Yearli is backed by the most experienced team of compliance experts in the industry, dedicated towards IRS, SSA and state agency regulations.

In this guided demo, you’ll learn how to:

  • Complete W-2, 1099, & 1095 filing requirements
  • Easily import your current data directly into Yearli.com
  • File forms to the IRS/SSA, state agencies and send copies to recipients

With Yearli.com, you can trust your filings will be accurate and timely this filing season!


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

Overcome Accounts Payable Challenges using Paymode-X

The days of point solutions and piecemeal fixes for processing invoices and paying suppliers is over. In this session, Bottomline’s Director of Solution Consulting Richard Drury will show you how Paymode-X can drastically improve your AP efficiency by automating the entire invoice-to-pay process – from digitizing workflows to accelerating electronic payments, to mitigating fraud risk and more – all in a single solution.

Join this live demonstration to see Paymode-X in action and learn:

  • How simple it is to get up and running and onboard vendors
  • Tips to optimize your AP payment mix using both ACH and virtual card programs
  • A live look at how easy it is to use Paymode-X
  • How one Paymode-X customer improved key AP performance metrics

See how your AP organization can drive greater efficiencies and better outcomes using Paymode-X.

Continuing Education Credits available:

Receive 1 CEU towards IOFM programs:

AP CertificationPP-OC_seal_APP_outline.FNLReceive 1 CEU towards maintaining any AP and P2P related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.

Continuing Education Credits available:

Receive 1 CEU towards IOFM programs:

AR-certFinal-AOCReceive 1 CEU towards maintaining any AR and O2C related program through IOFM! These programs are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge.

Thank you!

Thank you for registering for the live event: IOFM Virtual Demo Day, sponsored by Medius, AvidXchange, MineralTree, iPayables, DocuPhase, Yooz, Greatland, and Bottomline.

A confirmation email will be sent shortly with login details.

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