Most finance teams don't need new software — they need their existing tools connected properly. This course starts by mapping your current month-end and approval processes to find the manual touchpoints actually worth automating, then works through the workflow and integration tools that remove them.
The emphasis throughout is control, not just speed: a close process that runs faster without losing the approvals and audit trail that make it defensible.
What You'll Learn
- Mapping your current finance processes to find automation opportunities
- Approval routing and workflow tools for AP and expense management
- Automating recurring journal entries and month-end checklists
- Connecting Excel, your ERP, and your reporting layer
- Integration and automation platforms relevant to finance teams
- Building a month-end close checklist that runs itself
- Reducing manual touchpoints without losing control
- Change management: getting your team to adopt new workflows
Frequently Asked Questions
How is this different from the Power Query course?
Power Query focuses on preparing data. This course focuses on the broader workflow — approvals, checklists, and how tools connect — around your finance processes.
Do we need to buy new software to benefit from this course?
Not necessarily — a lot of the course is about better using tools you likely already have, before considering new platforms.
Can you assess our current process and recommend specific automations?
Yes — that's a common starting point for an in-house session. We map your current close process first, then build the training around real gaps.
Who on our team should attend?
Anyone directly involved in month-end close or repetitive finance workflows — typically controllers, finance managers, and staff accountants.
Ready to bring this training to your team?
Tell us your team size and timeline — public cohort, in-house, or one-to-one, we'll help you pick the right format.
Start a conversation