Time To Advance Automation (On-Demand - K2E)
Overview
In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. You will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- outline the primary benefits of advanced automation in business processes
- select appropriate automation tools for data extraction and transformation
- identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
- compare and contrast the functionalities and applications of Power Automate and Zapier
- recognize business tasks that are prime candidates for automation
Content
- advanced automation strategies: best practices for starting or enhancing your automation journey
- key tools for automation: exploring the latest features in Zoho, Zapier, Microsoft, and other tools
- practical automation in finance: automating tasks in accounts payable, banking, and approval workflows
- navigating common pitfalls: identifying and avoiding typical obstacles in automation projects
Course Content Created: 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Time To Advance Automation (On-Demand - K2E)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
In today’s business environment, automation is no longer just a buzzword but a critical component for enhancing efficiency and accuracy. This session provides practical insights on automating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. You will focus on real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows. You will also learn to recognize and avoid common pitfalls in automation projects. This course is essential for accounting and financial professionals seeking to leverage automation to achieve greater efficiency, reduce errors, and foster a more productive work environment.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- outline the primary benefits of advanced automation in business processes
- select appropriate automation tools for data extraction and transformation
- identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate
- compare and contrast the functionalities and applications of Power Automate and Zapier
- recognize business tasks that are prime candidates for automation
Content
- advanced automation strategies: best practices for starting or enhancing your automation journey
- key tools for automation: exploring the latest features in Zoho, Zapier, Microsoft, and other tools
- practical automation in finance: automating tasks in accounts payable, banking, and approval workflows
- navigating common pitfalls: identifying and avoiding typical obstacles in automation projects
Course Content Created: 2024
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by K2E. For over three decades, the team of professionals at K2E has created and presented the finest in technology-focused education. Today, their focus remains unchanged – delivering outstanding value to customers with every interaction.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.