Lakshmi Gopal Profile image

Lakshmi Gopal

Laskhmi is a 25-year veteran in research and technical content. She specializes in scientific documentation, research, and the impact of AI & automation in finance, accounting and business in general.

24 Posts

Email to Lead in Salesforce

Email to Lead Workflow in Salesforce: Complete Automation Guide

How to automate customer filtering in the lending process

How to automate customer filtering in the lending process

Automated Loan Underwriting

How to automate loan underwriting with AI

credit decisioning made easy

How to Automate Credit Decisions: The Complete Guide

Bank Extract

What Is a Bank Extract and How Does It Work

Invoice reader OCR: How can you use it to simplify your AP?

Invoice reader OCR: How can you use it to simplify your AP?

What is Automated Purchase Order (PO) matching? Post feature image

What is Automated Purchase Order (PO) matching?

Invoice approval automation process flow

Invoice Approval Guide: Automating AP Workflows in 2024

the month end close

How to streamline month-end close process: Accounting guide

The month end close is a crucial and often stressful accounting process. Learn how to streamline the month end close process for finance teams.

The use of AI-enabled OCR to extract data from packing slips Post feature image

The use of AI-enabled OCR to extract data from packing slips

What is the Invoice-to-Pay process, and How to Automate it with AI OCR? Post feature image

What is the Invoice-to-Pay process, and How to Automate it with AI OCR?

Line Item Classification: Automate the Line Item Accounting Process Post feature image

Line Item Classification: Automate the Line Item Accounting Process