The Institute of Financial Operations Welcomes FileBound from Upland Software as a 2014 Silver Partner

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Membership organization forms valuable relationship with key player in the high-growth workflow automation industry.

The Institute is pleased to partner with a company like Upland Software that helps its customers manage information in the cloud in a seamless fashion.

The Institute of Financial Operations is proud to announce that FileBound, an innovator in cloud-based document and process automation solutions and part of Upland Software’s family of enterprise work management applications, has established a silver partnership for 2014.

The Institute offers four levels of partnership — strategic, diamond, gold, and silver — for sponsors that are committed to the membership association’s core financial operations disciplines, which include accounts payable, accounts receivable, information management, and data capture.

“The Institute is pleased to partner with a company like Upland Software that helps its customers manage information in the cloud in a seamless fashion,” said Michael Mallon, chairman of the IFO’s Board of Directors. “The FileBound application helps to reduce operational costs, improve business processes, and enhance reporting and compliance — all of which are keys to success in financial operations.”

Upland Software is recognized industry-wide for technologies that can truly revolutionize the way organizations plan, manage, and execute projects and get work done. At the heart of the FileBound solution are document and process automation tools that offer sophisticated functionality yet are simple to manage, allowing non-technical users to control rules, decisions, and work assignments.

The innovators at FileBound are now leveraging their expertise in cloud-based computing to deliver a remarkable mobile experience with their latest product release.

"With FileBound 6.6, customers have more power than ever at their fingertips to drive out cost, improve customer service, and become more efficient in key areas such as invoice automation,” said Sean Nathaniel, vice president of technology at Upland Software and general manager of the FileBound product line. “It is a great solution for organizations needing mobility, flexibility, and native cloud capability to provide workflow automation to their business, no matter how big or small.”

About The Institute of Financial Operations

The Institute of Financial Operations is a membership-based professional association serving the entire financial operations ecosystem, with a particular focus on the accounts payable and accounts receivable disciplines and the related fields of information management and data capture. The Institute grew out of the merger of four associations: International Accounts Payable Professionals (IAPP), International Accounts Receivable Professionals (IARP), the National Association of Purchasing and Payables (NAPP), and The Association for Work Process Improvement (TAWPI).

Based in Orlando, Fla., with affiliates in the U.S., Canada, and the UK, The Institute serves as a global voice, chief advocate, recognized authority, acknowledged leader, and principal educator for people in financial operations. The Institute has a community of nearly 70,000, which includes 9,000 members and customers, and an additional 61,000 financial operations professionals.

The Institute’s members have access to benefits and leading edge resources such as the award-winning Financial Ops magazine, a dynamic content-rich website, educational and networking events, online educational offerings, certification and certificate programs, career resources, and volunteer opportunities. For more information, visit

About FileBound

FileBound delivers cloud-based business process automation and document management solutions that improve the operation of any organization by connecting users with the information they need to work more efficiently and effectively. With FileBound, customers can build automated workflow processes and centrally manage documents to improve compliance, collaboration, and access to information. FileBound solutions can be deployed locally or as a cloud-based service, and have been implemented by organizations of all sizes around the world. FileBound is part of the Upland Software family of cloud-based enterprise work management applications, and shares Upland's commitment to a customer-centric approach to innovation, excellence, and solutions that deliver measurable results. For more information, visit

About Upland Software

Upland Software is a leading cloud provider of Enterprise Work Management software. Upland offers a comprehensive family of applications that help organizations to align their goals, projects and programs, optimize their resource utilization and workflows, efficiently manage content and information, and empower teams to collaborate and work effectively. From strategic planning to work execution, Upland enables business results for more than 1,200 enterprise clients with 300,000 active users in over 50 countries. To learn more, visit

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