This course provides a concise overview of robotic process automation (RPA) - technologies that conduct high-volume, repeatable tasks that previously required humans to perform. These "bots" can automatically log into applications, enter data, do calculations, complete tasks, make decisions based on predefined parameters, and log out. While still evolving, RPA applications have the potential to automate many accounting functions, transform business processes, and accelerate financial workflows.

In this course, you learn about:

  • RPA overview
  • Technology pros and cons
  • Implications for the accounting profession
  • Case studies
  • Leading vendors
  • Lessons learned to date
  • Key resources and communities online
  • Starter strategy for accountants

Who Will Benefit:
Practitioners who want a basic, non-technical understanding of robotic process automation and how to apply the technology in their accounting operations and workflow.

Learning Objectives
  • Identify at least 5 ways RPA technologies differ from VBA (Visual Basic for Accountants) or Excel Macros.
  • Explore and explain at least 5 ways the technology can be applied to accounting work.
  • Identify and point out at least 5 economic and business forces that are driving the growth of the technology.
  • Discover and use at least 6 RPA marketplaces to compare the leading technology vendors.
  • Identify and list at least 20 case studies that provide guidance on how to successfully implement the technology.
Last updated/reviewed: April 16, 2024
Prerequisites
Course Complexity: Foundational
Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Course Agenda3:14
  What is Robotic Process Automation20:42
  Level of Interest2:36
  Key Growth Drivers17:14
  Robotic Process Automation in Action - Part 114:08
  Robotic Process Automation in Action- Part 217:42
  Robotic Process Automation in Action - Part 318:54
  Robotic Process Automation Tools in Accounting and Advisory Services8:20
  What are RPA Challenges10:00
  Key Takeaways2:50
CONTINUOUS PLAY
  Robotic Process Automation (RPA) for Accountants1:55:40
SUPPORTING MATERIAL
  Slides: Robotic Process Automation (RPA) for AccountantsPDF
  Robotic Process Automation (RPA) for Accountants GlossaryPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam