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Overview

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Overview

Robotic Process Automation (RPA) is reshaping the accounting and finance profession. 40% of transactional accounting work is expected to be automated by 2020 and predicted to touch 230 million knowledge workers, 9% of the global workforce, according to McKinsey Research.

Driven by the need to stay competitive, decrease costs and increase efficiency, RPA is quickly making a significant impact on the profession. Companies no longer think about "if" but "when" to implement RPA.

Short Description:

• Robotic Process Automation (RPA) can transform business processes by eliminating the mundane, time-consuming, manual tasks that professionals complete; enabling them more time to focus on critical thinking. This course for accounting and finance professionals worldwide will show through use cases how robotic process automation can be utilized to decrease errors and increase productivity.

Course description/ Overarching Learning Goal

This course is intended to provide accounting and financial professionals with practical literacy on robotic process automation through a real-world, relevant data preparation use case. It will help identify potential uses and the benefits and considerations for robotic process automation. This course will help you make the business case by helping you assess requirements, define proof of value and measure and validate the ROI for automation.

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What's inside

Syllabus

Making the Case for Robotic Process Automation
Building An RPA Business Case

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Examines Robotic Process Automation (RPA), which is becoming highly relevant to accounting and finance
Covers making the business case for using Robotic Process Automation (RPA) and improving ROI
Taught by the American Institute of Certified Public Accountants (AICPA), a recognized leader in accounting
Uses real-world data preparation use cases to demonstrate RPA implementation
Designed for accounting and finance professionals worldwide, indicating a global perspective
May require prior knowledge of accounting and finance, as it is not explicitly stated as a prerequisite

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Reviews summary

Robotics automation course: helpful resource

Learners say that this course is a great resource for learning about robotic process automation. They appreciate the informative content, structured lessons, and engaging assignments. However, some students mention that a few concepts are inaccurate, and they would have liked to see more examples and case studies. Overall, learners find this course to be well-organized and helpful for gaining knowledge about this topic.
Lessons are structured and organized.
"The pace of the course, the content and the trainers were structured and had a fruitful conversation on the subject"
Content is informative and engaging.
"Content was excellent. I learned lots."
"I found this course easy to follow while being very informative."
Some concepts are not accurate.
"Some concepts are not accurate enough."
Could use more examples and case studies.
"I think it will be more interesting to feature a complete case and a successful implemented bot."
"It would have bee solidified with an actual example of a bot or, bots that have been built and showing the real results achieved or not within organizations with RPA implementations. "

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Making the Case for Robotic Process Automation with these activities:
Review introductory accounting principles
Re-familiarize yourself with accounting concepts such as assets, liabilities, equity, revenue, and expenses to strengthen your foundation for RPA applications.
Browse courses on Accounting Principles
Show steps
  • Review accounting textbooks or online resources, focusing on foundational principles.
  • Take practice quizzes or tests to assess your understanding.
Learn the basics of RPA using online tutorials
Supplement course materials by exploring online tutorials that provide step-by-step guidance on RPA concepts and tools.
Show steps
  • Identify reputable RPA training platforms or online courses.
  • Select tutorials that cover foundational RPA concepts and tools.
  • Follow the tutorials and complete hands-on exercises.
Participate in a study group or peer review session
Collaborate with peers to discuss RPA concepts, share insights, and provide feedback on your RPA projects.
Show steps
  • Form a study group or connect with peers through online forums.
  • Set up regular meetings or discussion sessions.
  • Prepare topics for discussion or presentations.
One other activity
Expand to see all activities and additional details
Show all four activities
Build an RPA solution for a real-world accounting task
Apply your RPA skills to a practical scenario by building an RPA solution that automates a specific accounting task.
Show steps
  • Identify a suitable accounting task for RPA automation.
  • Design and develop an RPA workflow.
  • Implement and test the RPA solution.
  • Document and present your RPA solution.

Career center

Learners who complete Making the Case for Robotic Process Automation will develop knowledge and skills that may be useful to these careers:
Robotic Process Automation (RPA) Developer
A Robotic Process Automation (RPA) Developer is responsible for designing, developing, and implementing RPA solutions. This course, 'Making the Case for Robotic Process Automation,' can help you build a foundation for success in this role by teaching you the fundamentals of RPA, including how to identify and assess opportunities for automation, and how to design and develop RPA solutions.
Process Improvement Specialist
A Process Improvement Specialist is responsible for identifying and implementing process improvements to make businesses more efficient and effective. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to identify and assess opportunities for RPA, and how to build a business case for automation. This course can also help Process Improvement Specialists understand the financial and operational benefits of RPA, making them more effective in their role.
Auditor
An Auditor is responsible for examining a company's financial records and reports to ensure that they are accurate and compliant with regulations. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to use RPA to automate mundane, time-consuming, manual tasks, freeing up time for more critical thinking and analysis.
Business Analyst
A Business Analyst is responsible for analyzing and defining business requirements, and designing and implementing business solutions. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to identify and assess opportunities for RPA, and how to build a business case for automation.
Accounting Manager
An Accounting Manager is responsible for planning, directing, and coordinating the accounting operations of an organization. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to implement RPA to decrease errors and increase productivity. This course can also help Accounting Managers make the business case for RPA by helping them assess requirements, define proof of value, and measure and validate the ROI for automation.
Project Manager
A Project Manager is responsible for planning, executing, and closing projects. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to manage RPA projects, assess requirements, define proof of value, and measure and validate the ROI for automation.
Management Consultant
A Management Consultant is responsible for helping businesses improve their performance. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to identify and assess opportunities for RPA, and how to build a business case for automation. This course can also help Management Consultants understand the financial and operational benefits of RPA, making them more effective in their role.
Operations Manager
An Operations Manager is responsible for planning and overseeing the day-to-day operations of a business. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to identify and assess opportunities for RPA, and how to build a business case for automation. This course can also help Operations Managers understand the financial and operational benefits of RPA, making them more effective in their role.
Tax Accountant
A Tax Accountant is responsible for preparing and filing tax returns, and advising clients on tax matters. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to use RPA to automate time-consuming manual tasks, freeing up time for more value-added activities such as tax planning and consulting.
IT Manager
An IT Manager is responsible for planning, directing, and coordinating the IT operations of an organization. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to understand the financial and operational benefits of RPA, and how to make the business case for automation.
Financial Analyst
A Financial Analyst is responsible for analyzing financial data and making recommendations to businesses and investors. This course, 'Making the Case for Robotic Process Automation,' can help build a foundation for success in this role by teaching accounting and finance professionals how to use RPA to automate time-consuming manual tasks, freeing up time for more value-added activities such as data analysis and financial modeling.
Data Analyst
A Data Analyst is responsible for collecting, cleaning, and analyzing data to identify trends and patterns. This course, 'Making the Case for Robotic Process Automation,' may be helpful for Data Analysts who are interested in learning more about RPA and how it can be used to automate data processing tasks.
Systems Analyst
A Systems Analyst is responsible for analyzing and designing business systems. This course, 'Making the Case for Robotic Process Automation,' may be helpful for Systems Analysts who are interested in learning more about RPA and how it can be used to automate business processes.
Software Engineer
A Software Engineer is responsible for designing, developing, and implementing software solutions. This course, 'Making the Case for Robotic Process Automation,' may be helpful for Software Engineers who are interested in learning more about RPA and how it can be used to automate business processes.
Technical Writer
A Technical Writer is responsible for creating technical documentation, such as user manuals, white papers, and training materials. This course, 'Making the Case for Robotic Process Automation,' may be helpful for Technical Writers who are interested in learning more about RPA and how it can be used to automate business processes.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Making the Case for Robotic Process Automation.
Provides comprehensive insights regarding the application of RPA and AI technologies in the financial industry, with detailed case studies and practical advice.
Focuses specifically on the use of RPA in customer service. It provides practical advice on how to identify and automate processes, and how to measure the benefits of RPA.
Examines the broader implications of automation and AI on the workforce and the economy, providing insights for professionals adapting to the changing job landscape.
Provides a foundation in AI technologies relevant to finance, including RPA, machine learning, and deep learning.
Offers a broad perspective on intelligent automation, covering RPA, AI, and machine learning, and their potential impact on businesses.
Provides a comprehensive overview of AI technologies, including RPA, and their applications in various business domains.
Provides a simple and easy-to-understand overview of RPA. It good choice for anyone who is new to RPA and wants to learn more about its basics.
While not directly focused on RPA, this book explores the broader implications of automation and AI on the workforce and provides valuable insights for professionals seeking to future-proof their careers.
While not specifically about RPA, this book provides a framework for digital transformation, which is essential for organizations implementing RPA.
An up-to-date guide to RPA technology and implementation. Useful as a reference and for current information.
Introduces ethical considerations related to RPA and automation. Useful for understanding the responsible use of RPA.

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