The Institute of Financial Operations delivers exclusive thought leadership to help organizations and financial operations professionals create and sustain a competitive advantage. Covering a wide range of accounts payable, accounts receivable, and information management/data capture topics, our whitepapers, executive reports, and research studies (see document library below) provide actionable insights and strategies for best practices.



Research Studies

Download (members) or purchase (nonmembers) our valuable research studies.

Our completed research studies are provided free to members in The Institute as a benefit of membership. If you are a member, be sure that you are logged in to access these documents for free.  If you are not yet logged in, click here to log in now - and then click on the title of the study in the document library below to download. Nonmembers may purchase any one of the reports and receive a full-year premium individual membership, including access to all other studies as a benefit of membership.

Participate in our open surveys.

We typically have several studies open, each of them offering a chance to win a cash or gift prize.  Click here to view our open surveys, and thank you for your participation.

Thinking about sponsoring a research study?

Highly visible sponsorship opportunities are available for our research and white paper projects.  Contact our sales team for more information:

Tina Kidd - Director, Partnerships and Exhibitor Services

(407) 367-2840


2015 Kofax - AP Efficiency Study.pdf
2014 Order-to-Cash Automation Study (Esker)
2014 AP Automation Study (Sponsors: See Document)
2013 - Trends in Cloud-Based and Mobile Tech in Financial Svs (e-Gistics)
2013 - Recovery Audits - The New and Improved Model (sponsor - Lavante)
2013 - Pulp Friction - The Case for Paper-free P2P (Sponsor: U.S. Bank)
2013 - AR Automation Study - Esker.pdf
2013 - AP Automation Study (Sponsors: see document)
2012 - Vendor Reference Guide
2012 - Trends in T&E Expense Management (sponsor: InterplX)
2012 - Process Quality Study (sponsor: Brainware)
2012 - PRGX AP Productivity Index (sponsor: PRGX)
2012 - Global Trends in Automated Data Capture in AP (Sponsor: Perceptive)
2012 - Global Payments Study (sponsor: US Bank)
2012 - Global E-invoicing Study (sponsor: Basware)
2012 - Electronic Payments and Remittance Data (by Remittance Coalition)
2012 - Document Management Study (sponsor: Metafile)
2012 - Data Capture Study (sponsors: see report)
2012 - AP Cloud Study (sponsor: Esker)
2012 - Accounts Receivable Study (sponsor: OB10)
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