Capitalize Analytics

Managing Alteryx licenses has never been easier now that WAM Enterprise has full API integration!

🔍 Improve Financial Forecasting with Alteryx 📊 Discover how Alteryx can transform your forecasting process with advanced analytics, workflow automation, and seamless data integration. Learn more in our latest blog post and find out how Capitalize can help you leverage Alteryx for greater accuracy and efficiency. 📈 Ready to upgrade your financial forecasting? Read our blog now! https://hubs.li/Q02LMcDt0

Will we see you at #UiPathForward this year? Let’s make the most of this opportunity! If you’re attending, we’d love to meet up and discuss how RPA can elevate your organization. Drop us a message for an special discount code! #UiPathForward #IntelligentAutomation #GenAI 

Thrilled to announce that Jason Rutherford has joined our team as Senior Consultant on our Data Strategy team! Excited to see what he accomplishes! Welcome to the team, Jason. #DataAnalytics #DataStrategy #FinanceTechnology

Attention #Controllers, #CFOs, and #Accounting Leaders in Toronto: Join us on September 12th for an exclusive event where you'll learn actionable strategies for streamlining processes and future-proofing your team with cutting-edge AI/ML technologies. 📅 Date: September 12, 2024 🕒 Time: 3:00 PM – 7:00 PM 📍 Location: E11even, Toronto Don’t miss this opportunity to elevate your accounting processes and lead your team to success. 🌟Here’s why you should attend: - Gain firsthand insights from industry leaders about the latest advancements in accounting automation and AI technologies. - Connect with fellow financial executives, share challenges, and explore potential collaborations. Building a robust professional network is invaluable for accessing resources, advice, and opportunities that can elevate your career. - Walk away with actionable strategies that can be implemented immediately within your finance team. Learn how to identify automation opportunities and effectively manage change, ensuring a smooth transition to advanced technologies. - Equip yourself and your team with the tools and insight needed to adapt to the future of finance. Register now!  https://hubs.li/Q02LB_6Q0 #Accounting #Finance #TorontoEvents #Alteryx #Automation #AI #ML #ProfessionalDevelopment 

Join us on September 19 at 11:00 AM CT for an informative webinar with Zachary Allen, CPA, SVP & Corporate Controller at Blue Sky Bank on how his team used #Alteryx and #BlackLine automation to navigate the real-world challenges posed by staffing shortages and compliance with #FDICIA audit requirements.  Register with the link below!

Attention #Finance Professionals in #Toronto! We're hosting a special event for you on September 12 at E11even. Join us to see how we'e helped our clients transform their accounting operations using automation and advanced analytics.   Event Details: 📅 Date: September 12, 2024 🕒 Time: 3:00 PM – 7:00 PM 📍 Location: E11even, 15 York Street, Unit C, Toronto, ON   What to Expect: 💡 Learn how to identify key accounting processes that can benefit from automation, including data transformation, account reconciliations, GL adjustments, and AP/AR invoice processing. 🔧 Gain insights into successfully implementing automation tools within your finance team, including a comprehensive training and development plan for a smooth transition. 🤖 Discover how to expand your capabilities with AI and machine learning, such as Auto Insights and AML, and future-proof your governance strategies for emerging technologies. Don't miss this opportunity to elevate your accounting processes and lead your team to hit a home run with Alteryx. Register today! #AccountingTechnology #AccountingAutomation #Accounting #FinTech #TorontoEvents #Alteryx #Automation #InvoiceProcessing #AccountReconciliations

We are thrilled to welcome Ryan Donovan, who is joining us as an Analyst. He brings a strong foundation in Business Information and Analytics from the University of Denver. His hands-on experience at a private equity investment real estate firm in Colorado has equipped him with valuable skills in data-driven decision-making and investment analysis. Ryan is adept with tools like #Alteryx, #Tableau, #Python, and #SQL, enabling him to deliver tailored solutions that drive success for our clients. His analytical mindset and commitment to excellence make him a great addition to our team. We’re eager to see the positive contributions Ryan will bring to our projects and clients. #BusinessIntelligence #BusinessTransformation #DataAnalytics

We’re thrilled to welcome Brooke Kolker to our team as Analyst! Brooke is a recent graduate from the University of Colorado Boulder with a degree in Finance and Real Estate, and brings valuable experience from her internship at CBIZ, where she mastered Alteryx and innovated financial process automation. Brooke’s passion for continuous learning and her enthusiasm for new technologies will be a fantastic asset to our team. We’re excited to see her drive process efficiency and contribute innovative solutions. Welcome to Capitalize, Brooke! #ProcessAutomation #BusinessIntelligence #FinanceAutomation #FinTech

We’re excited to announce Paul Zhao has joined our team as Analyst! A recent graduate from Chapman University with a focus in Data Analytics and Psychology, Paul brings a strong background in data science and finance. His experience includes participating in the Quantitative Investment Strategy cohort and the NBA Future Analytic Stars Program, where he honed his skills with Python, SQL, Tableau, and more. Paul has also regularly applies his education to his passions, like generating predictive analytics with NBA & Spotify datasets. How cool is that!! #DataScience #FinanceTechnology #FinTech