Capitalize Analytics

?? CFOs, how do you see AI transforming the future of finance? ?? Your role goes beyond managing finances—you're at the forefront of automation, strategic transformation, and operational efficiency. But with countless AI tools out there, deciding where to begin can be overwhelming. That’s why we’ve outlined the starting point in our latest blog, *Three Tools CFOs Can Use to Jumpstart Their AI Journey*. These powerful platforms simplify your path to success by helping you achieve more with less effort: ?? Databricks– Centralizes your data, unlocking AI-driven insights by leveraging AutoML to make smarter decisions. ?? Alteryx– Ditch the spreadsheets and automate data prep, advanced analytics, and predictive modeling with a no-code/low-code platform. ?? UiPath– Reduce repetitive tasks and enhance accuracy with AI-powered bots that optimize workflows and process financial data intelligently. These tools are the secret to streamlining operations and driving data-backed decisions that matter. What’s your biggest challenge when it comes to embedding AI into your finance strategy? Let's discuss in the comments! ?? Don’t wait—read the blog today and take the first step toward transforming your finance operations with Capitalize. https://hubs.li/Q038GTBn0

We're #hiring a new Sales Executive - Mid Atlantic in United States. Apply today or share this post with your network.

?? Choosing between Power BI and Tableau? Here’s the cheat sheet: Microsoft Power BI: Affordable, easy to use, perfect for Microsoft users & growing businesses. Tableau: Sophisticated visuals, highly customizable, ideal for complex data & enterprises. Get the full breakdown to decide which to invest in! Read here ?? https://hubs.li/Q03cBqNh0 #PowerBI #Tableau #TechnologyInsights #BusinessIntelligence

?? Hey, Can We Talk About Untangling All That Work Communication? You know how every day we’re hit with a flood of emails, chat messages, and those endless service tickets? It’s a lot, right? And somewhere in that chaos, there’s actually some really valuable info—stuff that could make things run smoother, but it’s hard to find the time to sort it all out. That’s why we want to tell you about something we think you'd find pretty cool—UiPath's Communications Mining. Think of it like having a super-smart assistant who dives into all those messages, pulls out the important stuff, and even handles some of the busywork for you. No more digging through threads to figure out customer issues or wasting hours on repetitive tasks! Here’s where it could seriously help you out: ?? It grabs the info you actually need (without you going cross-eyed reading emails). ?? Boring tasks? Automated. Because your team’s time is valuable. ?? And it makes your customers happier—faster replies, fewer dropped balls. We’ve seen how businesses are using this to stay ahead of the game, saving time and cutting costs while focusing on what really matters. Sound like something that could make your life easier? ?? Take a look at the blog—it’s worth a read. https://hubs.li/Q038GFbr0 Oh, and if you’ve tried something like this before, we’d love to hear your take. What’s worked? What hasn’t? Drop your thoughts in the comments—we’re all ears. #MakingWorkEasier #AutomationForTheWin #BetterCustomerService #BusinessEfficiency

Thrilled to announce that Suf D. has joined the Capitalize team as a Sales Executive! ?? Sufyaan brings a wealth of experience in SaaS sales, having worked with high-growth companies specializing in financial planning and analytics. His expertise and consultative approach make him a trusted advisor for helping organizations tackle complex challenges and find tailored solutions that drive efficiency and long-term success. Please join us in giving Sufyaan a warm welcome to the team—we’re excited to have him onboard! ?? #WelcomeToTheTeam #DataAnalytics #FinancialPlanning #DataDriven #LifeatCapitalize

Did You Miss Our Webinar? ?? No worries—we’ve got you covered! If you weren’t able to join us for yesterdays' webinar, the recording is ready and waiting for you. ?? Access the recording here: https://hubs.li/Q038GP6Z0 Key Takeaways from the Session ?? ? Oklahoma Gas and Electric's Journey: Christine Treisa gave us an inside look at how her team overcame challenges, implemented impactful automation projects, and achieved remarkable results. ?? Practical RPA Use Cases: From streamlining Meter-to-Cash processes to improving field service operations, we broke down actionable strategies for utilities. ?? The Future with Agentic AI: We explored how advanced AI capabilities like document processing and predictive analytics are shaping the next wave of innovation. What’s your biggest takeaway from the webinar? We’d love for you to share your thoughts in the comments below! ?? If you’re curious about how automation can transform your operations or have questions about what we covered, feel free to reach out or schedule a call with our team. Together, we can unlock new levels of efficiency and innovation for your organization. #ClientSuccessStory #UtilitiesAutomation #OperationsAutomation #UiPath

?? It’s not too late to join our March 13 at 11:00 AM CT webinar and learn directly from Christine Treisa at Oklahoma Gas and Electric (OGE). Here’s what’s in store for you: ? Exclusive insights into OGE’s automation transformation. ? Powerful use cases for billing and field service optimization. ? A peek into the future with agentic AI innovation! This is your final chance to register for a fun, informative session packed with ideas you can bring back to your own team. Register here now—we’ll send you the recording if you can’t attend live! https://hubs.li/Q038Gx9x0 #UtilityAutomation #OilandGas #RPA UiPath

? 3 Reasons to Attend This Webinar! ?? Mark your calendar for March 13 at 11:00 AM CT, because this is one webinar you don’t want to miss! Here’s why you should join us to hear directly from Oklahoma Gas and Electric's automation leader, Christine Treisa: ?? Get behind-the-scenes insights into OGE’s automation success story. ?? Learn actionable strategies for key industry challenges, like billing and regulatory compliance. ?? Discover how agentic AI is shaping the automation landscape in utilities! This session is your chance to level up your knowledge and harness the power of UiPath for operational excellence. ?? Register now to get access to these insights—and remember, the recording will be sent to all registrants! https://hubs.li/Q038GyJb0 #AgenticAI #UtilityOperations #RPA UiPath

Join our webinar on March 13 at 11:00 AM CT to discover how Oklahoma Gas and Electric tackled challenges and embraced automation—unlocking powerful results with UiPath. ?? Here’s what we’ll cover: ?? How Oklahoma Gas and Electric simplified billing and field services. ?? Practical automation tricks YOU can use today. ?? A vision for what’s next with agentic AI. ?? If you’ve explored automation or have questions about where to start, this is your chance to learn directly from the best. What’s your top priority for improving operations in the next year? Share below, and register to join the discussion! https://hubs.li/Q038GDq50 Even if you can’t attend live, we’ll send you the recording. #AgenticAi #CustomerSuccessStory #UtilitiesIndustry UiPath

It's no secret—data professionals spend up to 60% of their time on data preparation tasks. Even worse? They often rank it as the least enjoyable part of their job. What if you could replace those tedious hours with automation? Our latest e-book shows you how to: ? Automate key data prep processes ? Make workflows faster, more transparent, and repeatable ? Get valuable time back in your day for work that truly matters Download the e-book and discover how to revolutionize your data prep today: https://ow.ly/ymib30sKof2 #Automation #DataPreparation