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