What is your top priority in managing your business operations?

Document organization and accessibility Accounts receivable and invoicing Inventory tracking and management Vendor and customer relationship management Accounts Payable Something else

How do you currently store documents across your organization?

Using multiple cloud storages On local network drives Through email attachments We don't have a standardized method

How do you need your documents to be shared across the organisation and business partners?

Open, flexible collaboration with internal and external partners Internal sharing and collaboration Share with selected business partners Minimal document sharing and collaboration needed

How often do you struggle to find/store/share important documents?

Daily Weekly Monthly Rarely

What is your top priority in accounts receivable?

Late payments Manual data entry errors Time-consuming follow-ups Poor visibility into payment patterns

How do you currently send invoices to customers?

Manually, one at a time Bulk sending via email Using accounting software Other

What is your top priority in accounts receivable?

Late payments Manual data entry errors Time-consuming follow-ups Poor visibility into payment patterns

How often do you conduct inventory counts?

Daily Weekly Monthly Annually Less than annually

What is your top priority in inventory management?

Inaccurate counts Time-consuming process Tracking issues across locations Lack of real-time visibility

How long does it typically take to complete a full inventory count?

Less than a day 1-3 days 3-7 days More than a week

How do you currently manage vendor and customer relationships?

Separate systems for vendors and customers Manually tracking interactions and data Using a non-integrated system We don't have a formal system in place

What is your biggest challenge in vendor/customer management?

Complex onboarding and offboarding processes Difficulty tracking interactions and history No integration with other business processes Managing different portals for vendors and customers

How satisfied are you with your current vendor/customer management process?

Very satisfied Somewhat satisfied Somewhat dissatisfied Very dissatisfied

How do you currently process vendor invoices and payments?

Manual data entry and payments Semi-automated, with manual intervention Fully automated, without AI No issues with our current process

What is your top priority in accounts payable?

Manual data entry errors Time-consuming approval processes Difficulty in 2-way / 3-way match (matching invoices to purchase orders to goods receipt) Late payments straining vendor relationships

How interested are you in using AI to automate your accounts payable process?

Very interested Somewhat interested Not sure Not interested

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What is your top priority in managing your business operations?

How do you currently store documents across your organization?

How do you need your documents to be shared across the organisation and business partners?

How often do you struggle to find/store/share important documents?

What is your top priority in accounts receivable?

How do you currently send invoices to customers?

What is your top priority in accounts receivable?

How often do you conduct inventory counts?

What is your top priority in inventory management?

How long does it typically take to complete a full inventory count?

How do you currently manage vendor and customer relationships?

What is your biggest challenge in vendor/customer management?

How satisfied are you with your current vendor/customer management process?

How do you currently process vendor invoices and payments?

What is your top priority in accounts payable?

How interested are you in using AI to automate your accounts payable process?

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