The practical guide to pitch indirect tax automation to CFOs

Published:
Jun 2, 2025
Indirect Tax Automation: How to Pitch to CFOs & Finance Teams

Done right, tax can be a growth lever, unlocking faster launches, better margins, and working capital. In this guide, you’ll learn to connect tax automation to outcomes that matter—to your CFO, finance teams, and product owners alike.

What you’ll learn

Built from 100s of real-world tax automation cases, this guide breaks down the strategy, structure, and metrics a tax team needs to secure funding and drive change.

Inside:

  • An 8-step proposal structure tailored to cross-functional decision-makers
  • The Happy Path framework to identify inefficiencies and connect tax to business KPIs
  • 6 real-world CFO metrics that prove automation’s ROI, from DSO to audit risk
  • Automation benefits for tax, tech, and finance—like the impact on FTEs and cash flow
  • A build-or-buy decision guide with pros, cons, and decision logic
  • Netflix’s actual process to secure internal buy-in and funding

Why download?

  • You’re tired of tax being seen as just cost or risk
  • You need to align tax, finance, and tech around a single plan
  • You want funding for automation—and a proposal that gets to “yes”

This guide helps you move beyond technical complexity to tell a strategic story. One that’s clear, credible, and tailored to leadership priorities.

Make the case. Prove your team’s impact.

About Fonoa

Fonoa is the indirect tax automation platform trusted by some of the world’s fastest-scaling companies—including Uber, Zoom, Remote, and Glovo. We help global finance, tax, and engineering teams automate the entire indirect tax lifecycle: from tax ID validation to e-invoicing, real-time reporting, and returns.

Our platform powers compliant transactions in over 100 countries—and our team has built hundreds business cases with enterprise customers.

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Topics
Tax calculation
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