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
2012 - Electronic Payments and Remittance Data (by Remittance Coalition)
2011 - Cross Border Payments Perspectives (sponsor: Glenbrook)
2012 - AP Cloud Study (sponsor: Esker)
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)
2011 - Accounts Payable Global Study (Accounts Payable Network)
2011 - Accounts Payable Automation Study (sponsors: see report)
2010 - Accounts Receivable Study (sponsor: OB10)
2009 - Document Management Study (sponsors: see report)
2009 - AP Automation Study (sponsor: Hyland Software)
2012 - PRGX AP Productivity Index (sponsor: PRGX)
2011 - PRGX AP Productivity Index (sponsor: PRGX)
2011 - Accounts Receivable Study (sponsor: OB10)
2009 - PRGX AP Productivity Index (sponsor: PRGX)
2010 - Trends in T&E Expense Management (sponsor: Interplx)
2010 - Trends in Electronic Payments (sponsor: U.S. Bank)
2010 - Payment Trends in the Healthcare Industry (sponsors: see report)
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