Guide for CFOs
As a CFO using Mod AI, you have strategic oversight of accounts payable across your organization. You need visibility into AP spend, processing efficiency, approval bottlenecks, security posture, and ERP sync health — without getting into the weeds of individual invoices. This guide covers the features and workflows that matter at your level.
What You Can Do with Mod AI
Mod AI gives you a single pane of glass into your organization's AP operations. Here is what you can see and control:
- See AP performance across every entity from your dashboard — volume, efficiency, turnaround times, and trends
- Identify processing bottlenecks — find where invoices are stuck and which approvers are holding up the process
- Verify financial controls — approval policies enforce your authorization requirements automatically on every invoice
- Monitor ERP integration health — confirm that approved invoices are syncing reliably to your ERP systems
- Measure automation ROI — real metrics on time saved, error reduction, and processing speed improvements
Your Responsibilities
As a CFO, your focus areas in Mod AI include:
- Monitoring AP spend and processing efficiency across all entities
- Reviewing approval bottlenecks to ensure invoices move through the process
- Overseeing security and access controls — who has access and how data is protected
- Evaluating ERP integration health — are approved invoices syncing reliably?
- Managing organizational structure — entities, users, and role assignments
- Assessing ROI — measuring time saved and error reduction from automation
Your Role in Mod AI
CFOs typically have the Primary Admin or Admin organization role and the Admin entity role across all entities.
| Permission | Access |
|---|---|
| View all data across entities | Yes |
| Full configuration access | Yes |
| Manage organization settings | Yes |
| Manage billing and ownership | Primary Admin only |
For a full breakdown of all roles and permissions, see Understanding User Roles.
Key Features You'll Use
- Dashboard & Metrics — High-level AP performance across your entities
- Dashboard Metrics — Detailed breakdowns of volume, efficiency, and trends
- Entity Management — Configure and manage multiple entities in your organization
- Organization Settings — Organization-wide configuration and billing
- Security — Data protection, encryption, and access control overview
- Approval Policies — Understand approval chain design and bottlenecks
- Integrations & ERP — ERP connection status and sync reliability
Weekly Workflow
CFOs typically check Mod AI on a weekly or ad-hoc basis rather than daily:
- Review high-level AP metrics — Open the Dashboard to see processing volume, success rates, and average turnaround times.
- Check cross-entity performance — Switch between entities to compare processing efficiency and identify underperforming areas.
- Monitor approval bottlenecks — Look for invoices stuck in approval queues for too long. This often indicates an approver is unavailable or delegation is not set up.
- Review security posture — Check that user roles follow the principle of least privilege and that the security overview meets your compliance requirements.
- Check ERP sync health — Verify that the ERP integration is connected and syncing without errors.
Common Tasks
1. View AP Spend Across Entities
Open the Dashboard for each entity to see processing volume and invoice totals. Switch between entities using the entity selector to compare spend and processing efficiency.
2. Review Processing Metrics
See Dashboard Metrics for detailed breakdowns of invoices processed, average processing time, approval turnaround, and error rates. Use these metrics to assess automation ROI and identify improvement areas.
3. Understand Approval Bottlenecks
If invoices are taking too long to process, check the approval queue. Long wait times usually mean an approver is not responding or the approval policy routing is too narrow. Consider setting up delegation or adjusting policies.
4. Check Security & Access Controls
Review the Security overview to understand how Mod AI protects your data (encryption at rest and in transit, access controls, audit logging). Check organization users and entity users to verify access is appropriate.
5. Manage Organization Settings
Go to Organization Settings to manage organization-level configuration. This includes organization name, billing, and global settings that apply across all entities.
Tips & Best Practices
- Focus on trends, not individual invoices. The Dashboard is designed for high-level oversight. Dive into individual invoices only when a metric flags a problem.
- Set up proper approval chains. Well-designed approval policies with appropriate thresholds reduce bottlenecks and ensure proper controls.
- Ensure delegation coverage. Require all approvers to set up delegates before vacations. A single unavailable approver can block an entire approval chain.
- Review user access quarterly. Use organization users and entity users to audit who has access and remove accounts that are no longer needed.
Frequently Asked Questions
Can I see metrics across all entities at once?
The Dashboard shows metrics for the entity you are currently viewing. You can switch between entities to compare. Multi-entity aggregate views depend on your organization's configuration.
How is my data secured?
Mod AI uses encryption at rest and in transit, role-based access controls, and comprehensive audit logging. See the Security overview for details on data protection and infrastructure security.
What ERP systems are supported?
See Supported ERPs for the full list of ERP systems that integrate with Mod AI. If your ERP is not listed, contact support@usemod.ai to discuss options.
How accurate is the AI extraction?
The AI Extraction system achieves high accuracy on standard invoices and improves over time as it learns from your organization's corrections. Accuracy varies by document quality and complexity. See AI Extraction for details on how the extraction process works.