K2's 2023 Now Is The Time to Automate

Overview

The term “automate” has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.

Highlights

• Which automation tools should you initially focus on
• How to automate everyday tasks in accounts payable, banking, and approval workflows
• Common automation pitfalls

Prerequisites

Fundamental understanding of basic computer operations

Designed For

Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control

Objectives

• Identify at least three benefits of successful automation efforts
• List two automation tools you can use to extract and transform data
• Specify examples of Microsoft 365 plans that include access to Power Automate
• Differentiate between Power Automate and Zapier
• Identify at least three tasks that most businesses should automate

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.