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DCPA2220 - Automating Processes and Workflows with AI, RPA and API

‐ Dec 6, 2022 2:20pm

Accountants and their clients utilize many software solutions to manage their back office and accounting workflows. Accounting firms are increasingly looking to automate workflows and integrate the third-party software they use to manage their practice and their clients’ books more efficiently and accurately. Some third-party software solutions incorporate AI and provide built-in integrations with popular software. Others provide Application Programming Interfaces (APIs) for extracting data and performing operations. A new wave of AI tools known as Robotic Process Automation (RPA) allow anyone to interact with off-the-shelf software even when no APIs are available.

In this session, we will provide an overview of AI, RPA and API technology and discuss where each can play a role in a firm’s automation strategy. We will discuss some examples of how each can be used – out-of-the box and with custom integrations tailored to the software you use in your firm.

Learning Objectives:

  • Recall a high-level overview of AI, API & RPA technologies
  • Recognize where AI, API & RPA can play a role in your automation strategy


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