By Anonymous 07.31.15

Amid our recent efforts to become more prescriptive with our clients, we turned an article our CEO, Patrick Taylor, wrote for CMS Wire into a white paper. We did this because one important question kept coming up again and again:

How often should I look at my disbursement data?

You know you need to analyze your financial and corporate spend data, but deciding where to start and how often to conduct analysis can be difficult to determine. “Too Much, or Not Enough? Daily vs. Monthly Spend Analysis” is meant to help potential and current Oversight customers determine which frequency of data analysis would be most beneficial to their business.

Every organization and spending program is different, which is why daily or monthly may work for one company, but not for another. There are advantages to both. This white paper will walk you through the most important questions:

  • What is the objective of the analysis?
  • How often does the data change?
  • Once we get our data, what actions do we want to take?
  • How much control do we have over the data?

These answers, along with a thorough examination of your current process will help determine which frequency is right for you, which makes this white paper the perfect “kick off” point for those looking to get started.

Download Too Much, or Not Enough? Daily vs. Monthly Spend Analysis" in PDF format.

See Related Blog Posts: Travel & Expense, Purchase Card

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