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ROBOTIC PROCESS AUTOMATION FOR ACCOUNTING TRAINING COURSE

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How to Register Click View Schedule for your preferred location, select your training dates, then register as an individual, group, or online participant. You will receive an invitation letter and invoice promptly after submission.
Training Locations Kenya (Nairobi, Mombasa, Malindi, Kisumu, Nakuru, Nanyuki) · Tanzania (Dodoma, Zanzibar, Dar es Salaam) · Dubai UAE · South Africa (Pretoria, Cape Town) · Istanbul · Accra · Banjul more ▾
Groups & Payment Groups of 5+ receive one complimentary place — see group rates. Payment due at least 1 month before (Europe & Asia) or 2 weeks before (Africa programs).

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ROBOTIC PROCESS AUTOMATION FOR ACCOUNTING TRAINING COURSE

Course Introduction

Robotic Process Automation (RPA) for Accounting Training Course is a comprehensive and practical professional programme designed to equip accountants, finance managers, financial controllers, auditors, accounting officers, and finance transformation professionals with the knowledge and practical skills required to automate repetitive accounting and finance processes using RPA technologies. The course focuses on applying intelligent automation, software robots, workflow automation, data extraction, automated reconciliation, invoice processing, accounts payable automation, accounts receivable automation, financial reporting automation, and transaction processing to improve accounting efficiency and accuracy. Participants will learn how RPA can transform traditional manual accounting operations by automating rule-based activities, reducing processing time, minimizing human errors, strengthening controls, and enabling finance teams to focus on higher-value analytical and strategic activities.
The programme provides extensive coverage of RPA fundamentals, automation opportunity assessment, accounting process mapping, workflow design, bot development concepts, data integration, structured and unstructured data processing, exception handling, automation controls, and finance process optimization. Participants will explore RPA applications across accounts payable, accounts receivable, general ledger, bank reconciliation, invoice processing, expense management, payroll support, financial close, tax reporting, budgeting, management reporting, and audit preparation. Particular emphasis is placed on identifying suitable accounting processes for automation, documenting current and future-state workflows, establishing automation rules, defining controls, managing exceptions, and measuring automation performance.
Participants will develop practical capabilities in designing accounting automation workflows, configuring business rules, integrating spreadsheets and financial systems, automating repetitive data entry, validating transactions, reconciling accounting records, generating reports, and managing automated workflows. The course addresses RPA governance, bot security, user access, segregation of duties, audit trails, exception management, data privacy, change management, business continuity, and robotic workforce management. General case studies will demonstrate how RPA can automate invoice processing, supplier validation, payment reconciliation, bank reconciliation, journal preparation, financial reporting, data consolidation, and other accounting activities while maintaining appropriate human oversight and control.
By the end of the training, participants will be able to identify high-value accounting automation opportunities, design RPA-enabled finance workflows, evaluate automation risks, establish appropriate controls, and develop implementation roadmaps for robotic process automation in accounting. The programme is suitable for organizations seeking to accelerate finance digital transformation, reduce manual accounting workload, improve transaction accuracy, strengthen financial controls, and enhance the efficiency of finance operations. The training can be customized for banks, government institutions, NGOs, corporations, insurance companies, audit firms, development organizations, manufacturing companies, and other entities using ERP, accounting software, spreadsheets, banking systems, and financial management platforms.

Course Objectives

1.     Understand the principles, concepts, applications, and benefits of Robotic Process Automation in accounting and finance.

2.     Identify accounting and finance processes that are suitable for RPA and intelligent automation.

3.     Analyse and document accounting workflows, business rules, process dependencies, and automation requirements.

4.     Design RPA workflows for accounts payable, accounts receivable, reconciliations, reporting, and other finance processes.

5.     Automate repetitive accounting tasks involving spreadsheets, emails, financial systems, databases, and digital documents.

6.     Apply RPA to invoice processing, payment processing, bank reconciliation, data validation, and financial reporting.

7.     Establish automation controls, exception handling, audit trails, access controls, and segregation-of-duties safeguards.

8.     Evaluate RPA performance, automation risks, return on investment, process efficiency, and quality improvements.

9.     Develop RPA governance, change management, business continuity, and robotic workforce management strategies.

10.  Develop a practical RPA implementation roadmap for accounting and finance transformation.

Organization Benefits

1.     Reduces manual and repetitive accounting workloads through automated transaction processing.

2.     Improves accounting accuracy by reducing human data-entry and processing errors.

3.     Accelerates invoice processing, reconciliations, reporting, and financial close activities.

4.     Reduces operational costs associated with repetitive finance processes.

5.     Strengthens financial controls through standardized and consistently executed workflows.

6.     Improves audit trails, transaction documentation, exception reporting, and process transparency.

7.     Enables finance teams to redirect time from routine processing toward analysis and strategic decision-making.

8.     Improves scalability of accounting operations without proportionally increasing administrative workload.

9.     Supports finance digital transformation, process standardization, and intelligent automation.

10.  Builds sustainable organizational capacity for RPA-enabled accounting and finance operations.

Target Participants

The course is designed for Chief Financial Officers (CFOs), Finance Directors, Finance Managers, Financial Controllers, Chief Accountants, Accountants, Senior Accountants, Accounts Payable Officers, Accounts Receivable Officers, Treasury Officers, Auditors, Internal Auditors, Financial Analysts, Finance Transformation Managers, Process Improvement Specialists, Business Analysts, ERP Specialists, Digital Transformation Professionals, IT Managers supporting finance functions, Shared Services Managers, and professionals responsible for accounting automation, financial operations, process optimization, and finance transformation.

Course Outline

Module 1: Foundations of RPA and Accounting Automation

1.     Introduction to Robotic Process Automation, intelligent automation, digital finance, workflow automation, and robotic accounting.

2.     RPA architecture, software robots, automation workflows, business rules, triggers, activities, and process execution.

3.     Identifying repetitive, rule-based, high-volume, time-consuming, and error-prone accounting processes suitable for automation.

4.     RPA applications in accounts payable, accounts receivable, general ledger, treasury, payroll support, financial reporting, and reconciliation.

5.     Benefits, limitations, risks, costs, return on investment, and success factors for accounting automation.

6.     General Case Study: Assessing a finance department's manual processes and identifying high-value RPA opportunities across invoice processing, reconciliations, reporting, and data entry.

Module 2: Accounting Process Mapping and RPA Automation Design

1.     Accounting process discovery, process mapping, workflow analysis, bottleneck identification, and automation opportunity assessment.

2.     Documenting current-state and future-state accounting processes and identifying automation requirements.

3.     Business rules, process logic, triggers, inputs, outputs, exceptions, dependencies, and automation decision points.

4.     Designing RPA workflows for accounting processes using structured and semi-structured financial data.

5.     Integrating spreadsheets, email, databases, accounting systems, ERP platforms, and financial management applications.

6.     General Case Study: Mapping an accounts payable process and redesigning it as an RPA-enabled workflow from invoice receipt through validation, approval, posting, and payment preparation.

Module 3: RPA for Accounts Payable, Receivable and Reconciliation

1.     Automating invoice capture, invoice validation, purchase order matching, supplier verification, and accounts payable processing.

2.     Automating accounts receivable activities including customer data validation, payment allocation, aging reports, reminders, and reconciliation.

3.     Bank reconciliation automation, transaction matching, exception identification, and reconciliation reporting.

4.     Automating supplier statement reconciliation, customer account reconciliation, intercompany reconciliation, and balance verification.

5.     Exception handling, duplicate invoice detection, payment validation, escalation procedures, and human intervention controls.

6.     General Case Study: Designing an RPA workflow that processes supplier invoices, performs validation and matching, identifies exceptions, and prepares approved transactions for accounting system posting.

Module 4: RPA for General Ledger, Financial Close and Reporting

1.     Automating general ledger data collection, journal preparation, journal validation, posting support, and account reconciliation.

2.     Automating month-end and year-end financial close activities, checklists, schedules, supporting documentation, and status monitoring.

3.     Automating consolidation data collection, financial statement preparation, management reports, and recurring reporting schedules.

4.     Automating data extraction from ERP systems, spreadsheets, accounting software, databases, and other financial applications.

5.     Automated variance analysis, financial data validation, report generation, distribution, and management reporting.

6.     General Case Study: Developing an RPA-enabled month-end close workflow that automates data collection, account reconciliation, journal preparation, validation, and management reporting.

Module 5: RPA Controls, Governance, Security and Risk Management

1.     RPA governance frameworks, automation policies, roles, responsibilities, approval processes, and accountability.

2.     Bot security, user access, authentication, credentials management, segregation of duties, and privileged access controls.

3.     Audit trails, automated logs, transaction histories, exception records, evidence management, and auditability.

4.     Managing automation risks including incorrect processing, bot failure, data quality problems, unauthorized actions, and system changes.

5.     Exception management, human-in-the-loop controls, business continuity, disaster recovery, monitoring, and bot performance management.

6.     General Case Study: Conducting an RPA risk and control assessment for an automated payment process and designing appropriate security, approval, monitoring, and exception controls.

Module 6: RPA Implementation, Performance Management and Finance Transformation

1.     Developing an accounting RPA implementation roadmap, prioritization framework, governance structure, and project management approach.

2.     Selecting automation opportunities based on transaction volume, complexity, standardization, risk, cost, and expected benefits.

3.     Testing, deployment, monitoring, maintenance, change management, version control, and continuous improvement of accounting bots.

4.     Measuring RPA performance through processing time, error reduction, cost savings, productivity, transaction volumes, and automation rates.

5.     Building an RPA-enabled finance operating model and developing organizational capabilities for sustainable accounting automation.

6.     General Case Study: Developing an end-to-end RPA finance transformation roadmap covering accounts payable, accounts receivable, reconciliation, general ledger, financial close, and management reporting.

General Information

1.     Customized Training: All our courses can be tailored to meet the specific needs of participants.

2.     Language Proficiency: Participants should have a good command of the English language.

3.     Comprehensive Learning: Our training includes well-structured presentations, practical exercises, web-based tutorials, and collaborative group work. Our facilitators are seasoned experts with over a decade of experience.

4.     Certification: Upon successful completion of training, participants will receive a certificate from Foscore Development Center (FDC-K).

5.     Training Locations: Training sessions are conducted at Foscore Development Center (FDC-K) centers. We also offer options for in-house and online training, customized to the client's schedule.

6.     Flexible Duration: Course durations are adaptable, and content can be adjusted to fit the required number of days.

7.     Onsite Training Inclusions: The course fee for onsite training covers facilitation, training materials, two coffee breaks, a buffet lunch, and a Certificate of Successful Completion. Participants are responsible for their travel expenses, airport transfers, visa applications, dinners, health/accident insurance, and personal expenses.

8.     Additional Services: Accommodation, pickup services, flight booking, and visa processing arrangements are available upon request at discounted rates.

9.     Equipment: Tablets and laptops can be provided to participants at an additional cost.

10.  Post-Training Support: We offer one year of free consultation and coaching after the course.

11.  Group Discounts: Register as a group of more than two and enjoy a discount ranging from 10% to 50%.

12.  Payment Terms: Payment should be made before the commencement of the training or as mutually agreed upon, to the Foscore Development Center account. This ensures better preparation for your training.

13.  Contact Us: For any inquiries, please reach out to us at training@fdc-k.org or call us at +254712260031.

14.  Website: Visit our website at www.fdc-k.org for more information.

 

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