The R2R Automation Playbook

From Piecemeal to Integrated – Transforming Financial Close Performance


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This report presents key research findings on the state of Record-to-Report (R2R) automation across global enterprises. While automation is recognized as a critical driver of efficiency and control, the research highlights gaps between automation potential, actual adoption, and realized impact. 

Despite increased investment in automation, organizations continue to face barriers related to integration, leadership support, and unrealized ROI—leaving many automation initiatives underutilized or disconnected from broader finance transformation goals. 

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