Finance Process Automation Training
Eliminate manual finance tasks without writing code.
Learn to automate month-end close, reconciliations, invoice processing, and reporting, freeing your team to focus on analysis and strategy.
Prime AI Solutions has automated finance processes across UK organisations. Our qualified trainers (ACA, ACCA, CIMA) teach practical automation that works within real finance controls and audit requirements.
The Manual Work Problem
Finance teams spend too much time on tasks that add no value—copying data between systems, chasing approvals, formatting reports, and reconciling spreadsheets. This manual work creates errors, delays close cycles, and burns out your best people.
Yet many finance leaders avoid automation because it seems too technical, too expensive, or too risky. They worry about losing control or breaking processes that "work" (even if they're painful).
This course shows you how to automate safely, affordably, and without becoming a programmer—while maintaining the controls your auditors expect.
What You'll Automate
Practical automations our students implement during and after the course
Month-End Close
Reduce close cycle from 10 days to 5 days with automated reconciliations, journal entries, and review workflows.
40-50% faster closeInvoice Processing
Automate invoice capture, matching, and approval routing to eliminate manual data entry.
80% touchless processingBank Reconciliation
Match transactions automatically and flag exceptions for review instead of manual line-by-line checking.
90% auto-matchedManagement Reporting
Generate and distribute reports automatically, with variance commentary pre-drafted by AI.
5+ hours/month savedWhat You'll Achieve
Most participants implement their first working automation within 2-3 weeks of starting the course.
Course Curriculum
Five modules covering the full automation lifecycle for finance processes
Understand the automation landscape and identify opportunities in your finance function.
- Types of automation (RPA, AI, workflow)
- Process assessment methodology
- Building the business case for automation
Accelerate your close cycle with intelligent automation.
- Close task automation playbook
- Journal entry automation
- Automated reconciliation workflows
Streamline invoice processing and collections workflows.
- Invoice capture and processing
- Matching and exception handling
- Automated dunning and collections
Eliminate manual reporting tasks and free time for analysis.
- Automated report generation
- Data consolidation workflows
- Variance commentary automation
Successfully deploy automation and manage the transition.
- Pilot design and testing
- Training your team on new processes
- Measuring and sustaining benefits
Automation Tools Covered
Learn practical automation with industry-standard platforms
Power Automate
Microsoft 365
Make
Integration Platform
ERP Native
Workday, D365, SAP
AI Assistants
ChatGPT, Claude
Need Help with Order-to-Cash Automation?
For comprehensive O2C transformation—billing, collections, cash application, and credit management—explore our dedicated Order-to-Cash consulting services.
Learn About O2C ServicesFrequently Asked Questions
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Join finance teams across the UK who have eliminated manual work and accelerated their close cycles. Complete our quick form to get started.
Tell us about your automation goals and we'll help you identify the best opportunities.