Who Should Use This Guide

This guide is for the people in your organization who will use or support SmartResearch in day-to-day work.

The primary audiences are:

  • Finance and operations users
    • Teams that process and review invoices and payments.
    • Analysts and coordinators who handle exceptions and reconciliations.
  • Managers and finance leaders
    • Leaders who need visibility into spend, vendor exposure, and invoice processing performance.
    • Controllers or finance directors who rely on consistent metrics and supporting detail.
  • Implementation and administration teams
    • Workday administrators and integration owners.
    • Data, analytics, and reporting teams.
    • SmartResearch admins and project teams who manage access, setup, and configuration.