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 or virtual 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: Josh Gold, VP, Business Development at 

2013 - Trends in Cloud-Based and Mobile Tech in Financial Svs (e-Gistics)
2013 - AP Automation Study (Sponsors: see document)
2013 - AR Automation Study - Esker.pdf
2013 - Pulp Friction - The Case for Paper-free P2P (Sponsor: U.S. Bank)
2012 - Accounts Payable Automation Study (sponsors: see report)
2013 - Recovery Audits - The New and Improved Model (sponsor - Lavante)
2012 - Global Trends in Automated Data Capture in AP (Sponsor: Perceptive)
2012 - Electronic Payments and Remittance Data (by Remittance Coalition)
2011 - Cross Border Payments Perspectives (sponsor: Glenbrook)
2012 - Global E-invoicing Study (sponsor: Basware)
2012 - AP Cloud Study (sponsor: Esker)
2012 - Process Quality Study (sponsor: Brainware)
2012 - Global Payments Study (sponsor: US Bank)
2012 - Document Management Study (sponsor: Metafile)
2012 - Data Capture Study (sponsors: see report)
2012 - Accounts Receivable Study (sponsor: OB10)
2011 - Tax and Regulatory Study (sponsor: Convey)
2011 - E-Invoicing Study (sponsor: Basware)
2011 - Automated Data Capture (OCR) Study (sponsor: OpenText)
2011 - Accounts Receivable Automation Study (sponsor: Esker)
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