Automating Your Workflows

Objectives

This webinar aims to guide attendees through the creation and automation of efficient workflows within UK accounting practices, using RPA (Robotic Process Automation) and AI (Artificial Intelligence) technologies.

Participants will see how to automate routine accounting tasks; enhancing productivity and accuracy in invoicing, payroll, and reconciliation processes. This will include suggestions on specific tools to use.

Key topics

• Strategies for designing and implementing effective workflows that can be automated, thereby streamlining processes within your practice.
• An introduction to RPA, including how to train it so that it can be utilised to automate routine accounting tasks, reducing manual effort and the likelihood of errors.
• Practical steps for integrating AI technologies in key areas of the practice to increase efficiency.
• Tips for managing the transition to automated systems, including keeping your clients happy and supporting your team to ensure smooth adoption.

Who should attend

Anyone responsible for UK accountancy practice workflows and processes, tasked with enhancing firm efficiency and profitability.