Case Studies
Innovating the Office of the CFO
Kristie Simpson
Regional Head of Sales, Forpoint Solutions
“Zudello is a really progressive and forward-thinking company, who is very adaptive to client needs. They can customise their Platform configuration to meet the specific requirements and processes of their customers, which is a strong differentiator for them.”
Partnering to Solve the CFO’s Biggest Challenges
Forpoint Solutions is an award-winning ERP and FMS provider dedicated to supporting the office of the CFO. Since 2010, they’ve built a strong reputation for delivering value to finance leaders by connecting them with best-in-class digital solutions – including Zudello.
Kristie Simpson, Regional Head of Sales at Forpoint Solutions, believes the role of the CFO is undergoing a transformation – and Forpoint’s goal is to help that transformation succeed.
“To me, it’s not just about helping CFOs deliver the numbers,” says Kristie.
“It’s about solving their problems, delivering value, and building trust.”
Addressing Key Finance Priorities with Zudello
In Gartner’s 2025 CFO priorities research, three of the top five strategic focus areas align directly with Zudello’s capabilities: achieving efficient growth, adopting AI in finance, and increasing leadership capacity through time savings.
“Zudello helps us tackle exactly what CFOs are focused on,” says Kristie.
“It’s modern, agile, and continues to evolve rapidly – which is essential in today’s finance environment.”
The Factors that led Forpoint Solutions to Select Zudello
Growth remains the top strategic priority for most businesses – but few achieve it efficiently. Zudello gives finance leaders the automation tools to scale while maintaining cost control and accuracy.
“Automating functions like AP and AR gives a clear saving in staff costs and increases accuracy,” says Kristie.
“You become more efficient and more scalable – all of which contributes to real business growth.”
Where many platforms stagnate post-implementation, Zudello stands out for its speed of innovation. With regular product updates and AI enhancements, it consistently expands its offering to meet emerging CFO needs.
“Zudello has recently launched version 3 of the Platform, with improved AI and extended functionality,” says Kristie.
“We don’t see this pace of innovation from any of our other vendors.”
With the CFO role now extending across the enterprise, time is a strategic resource. Zudello eliminates repetitive manual work – from data entry to invoice matching – to help finance leaders refocus.
“The biggest benefit is time savings,” says Kristie.
“It improves workflows from AP all the way to the CFO. That frees up teams to focus on strategic initiatives, not admin.”
Zudello’s ability to configure its Platform to the needs of each client sets it apart. According to Forpoint, this flexibility – along with Zudello’s collaborative, responsive service – has become a major differentiator.
“They genuinely listen and act,” says Kristie.
“Zudello is a strong, customer-focused business with a platform that can be adapted for each organisation.”
Results
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Efficiency
Zudello reduces manual work across finance teams, cutting costs while helping CFOs scale operations without increasing headcount.
Innovation
Zudello releases new product capabilities regularly – including upgraded AI and expanded functionality – to stay aligned with finance leaders’ evolving needs.
Strategic Time Savings
From AP teams to CFOs, Zudello frees up valuable time for higher-value work, supporting smarter decision-making across the business.
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