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Description

Accounting Process Automation: Targeting, Tooling and Securing Transactions

Identify which accounting processes to automate first and secure what the system produces

  • 0.43 days — 3 h
  • In-person or virtual
  • Intermediate
  • Up to 6 participants

Accounting teams still spend considerable time re-keying invoices, reconciling bank statements line by line and rebuilding recurring entries every month. Automation is presented as the answer, yet projects often start with the tool rather than the process: a flawed workflow is digitised and the number of exceptions handled manually simply grows.

This three-hour session is designed for accountants and managers already in post. It teaches participants how to identify genuinely automatable processes, prepare the master data that determines the outcome and maintain appropriate controls once tasks are handed over to a system.

Learning objectives

  • Map accounting processes according to their automation potential
  • Assess the expected gain and the success conditions of an automation initiative
  • Prepare the master data and business rules required
  • Organise the handling of exceptions and rejected items
  • Adapt the control framework to automatically generated entries

What makes this programme different

Candidate processes are ranked by volume, repetitiveness and exception rate
Master data quality is treated as a precondition, not a technical detail
The control plan is rebuilt for entries that no one keys in any more

Programme

1Targeting the right processes

Automating what deserves it

  • Inventory of repetitive tasks across the accounting cycle
  • Selection criteria: volume, repetitiveness, stability of rules
  • Estimating the time actually consumed today
  • Processes that should not be automated as they stand

2Implementation

Process before tool

  • Types of solutions used for supplier invoicing and bank reconciliation
  • Business rules to formalise before any configuration
  • Quality of third-party and chart of accounts master data
  • Migrating existing data and running in parallel
  • Handling exceptions and rejected items

3Controlling and sustaining

Keeping control of what is produced

  • Adapting the control plan to automated entries
  • Indicators tracking the straight-through processing rate
  • Audit trail and traceability of the rules applied
  • Evolving skills and the role of the accounting team

Who is it for

Accountants and accounting managers, together with finance project leaders and management controllers involved in modernising accounting processes.

Prerequisites

Practical experience of routine accounting work

Dates & locations

12 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.