Accounting Workflow Automation 101
A comprehensive course on how to use automation tools and techniques to simplify accounting processes and tasks.
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About the course
Workflow Automation 101 gives you a practical, real-world look at how to streamline your accounting processes with modern automation tools. Guided by Heather Satterley, CPA, you’ll learn how to design efficient workflows, reduce manual work, connect your systems, and build automated processes that save time across your firm.
Course modules
The basics of automation and how it fits into everyday accounting work.
Learn how to outline and organize your processes so they’re easier to automate.
See the types of automations available inside common accounting platforms.
Understand how different apps share information and connect with one another.
Explore simple ways to streamline AP and expense related tasks.
Look at automation opportunities for invoicing and receivables.
Learn how to simplify reporting with tools that update or generate reports automatically.
A quick overview of additional automation use cases across different accounting services.
See how automation can support internal operations, team tasks, and practice management.
Get familiar with general automation platforms and how cross functional workflows tie different areas of your firm together.
Review key points to keep automations accurate, secure, and compliant.
Learn practical tips for adopting automation smoothly inside your firm.
A brief look at new tools and evolving technologies shaping automation in accounting.
About Heather Satterley
Heather Satterley is a CPA and accounting technology guru, with a focus on making lives better through process optimization and automation. She has spent the last 10 years working closely with our top technology partners, including Intuit, ADP, and many, many others to create and deliver educational resources for the accounting community. She is currently the Director of Education and Media at Woodard Events, the company behind the annual Scaling New Heights conference and Woodard Community.