Course Details
Your Growth, Our Mission
Course Description
A hands-on, lab-driven programme equipping finance professionals with the skills to identify, build, and scale robotic process automation for measurable efficiency gains
This programme takes finance professionals from RPA fundamentals through to building live automations in cloud-based lab environments. Participants will learn to identify high-value automation opportunities, design and build RPAs for core finance processes, and develop a governance framework for sustainable scaling across the organisation
The Training Course Will Highlight ?
Training Objective
By the end of this training course, participants should be able to:
§ Identify and prioritise finance automation opportunities
§ Build working RPAs in cloud lab environments
§ Apply RPA to P2P, R2R, and O2C processes
§ Evaluate AI-enhanced automation strategies
§ Design a scalable RPA governance framework
Target Audience
§ Finance managers and controllers
§ Shared services and GBS leaders
§ Finance transformation teams
§ Process improvement specialists
§ IT professionals supporting finance
Training Methods
Every programme is designed around three proven instructional frameworks, ensuring knowledge transfers from classroom to workplace.
TEA™ Delivery Framework: Our signature approach structures every module into three phases for maximum retention and practical application:
· Theory: Core concepts & frameworks
· Examples: Live demonstrations & case studies
· Application: Hands-on exercises & practice
ADDIE Instructional Design: Analyse → Design → Develop → Implement → Evaluate
Systematic course design ensures content relevance, logical progression, and alignment with organisational learning objectives
Kirkpatrick Evaluation Model: L1 Reaction · L2 Learning · L3 Behaviour · L4 Results
Four-level evaluation measures participant satisfaction, knowledge gained, on-the-job application, and business outcomes.
Participants leave every session with skills they can apply immediately, not just theory they will forget.
Daily Agenda
Foundations & Process Analysis:
1- Introduction to RPA & Intelligent Automation
§ What RPA is and how it works in practice
§ RPA vs intelligent automation vs agentic AI
§ The RPA landscape: UiPath, Power Automate, Blue Prism
§ Is finance is the relevant function for RPA adoption
§ Key terminology, architecture, and deployment models
2- Finance Process Analysis & Opportunity Assessment
§ Mapping finance processes: P2P, R2R, O2C, FP&A
§ Identifying automation-ready tasks and bottlenecks
§ Automation feasibility scoring frameworks
§ Building a business case for RPA investment
§ Exercise: Automation Opportunity Assessment Matrix
3- RPA Platform Fundamentals & Architecture
§ RPA platform architecture and components
§ Bot types: attended, unattended, and hybrid
§ Studio, Orchestrator, and Robot walkthrough
§ Connecting to finance systems and data sources
§ Lab Setup: Cloud environment provisioning
Hands-On Build & Finance Applications
4- Building Your First Finance RPA (Lab)
§ Designing an RPA workflow from requirements
§ Recording, building, and testing automations
§ Handling exceptions, errors, and edge cases
§ Working with Excel, PDFs, and structured data
§ Lab: Build an invoice data extraction bot
5- RPA in Accounts Payable & Procure-to-Pay
§ End-to-end P2P process automation opportunities
§ Invoice processing, matching, and approval routing
§ Vendor onboarding and master data management
§ Payment processing and reconciliation bots
§ Lab: Build a 3-way matching automation
6- RPA in Record-to-Report & Financial Close
§ Automating journal entries and reconciliations
§ Intercompany eliminations and consolidation bots
§ Period-end close task orchestration
§ Variance analysis and exception flagging
§ Lab: Build a reconciliation automation
AI Integration, Governance & Scale
7- Intelligent Document Processing & AI-Enhanced RPA
§ OCR, NLP, and computer vision in finance automation
§ Document classification and intelligent extraction
§ Integrating generative AI with RPA workflows
§ Agentic AI: the next frontier beyond rule- based bots
§ Demo: AI-powered document processing pipeline
8- RPA Governance, Compliance & Risk Management
§ RPA governance structures and operating models
§ Audit trails, logging, and regulatory compliance
§ Security controls for bot credentials and data access
§ Change management and bot lifecycle management
§ Exercise: RPA Governance Framework Design
9- Scaling RPA: Centre of Excellence & Roadmap
§ Building an RPA Centre of Excellence (CoE)
§ Pipeline management and prioritisation at scale
§ Measuring ROI and communicating value to leadership
§ From RPA to hyperautomation: strategic roadmap
§ Capstone: 90-Day RPA Pilot Action Plan
Accreditation
BTS attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.
Quick Enquiry
Request Info
Related Courses
Your Growth, Our Mission
Contact Us
Contact us to meet all your inquiries and needs, as our professional team is pleased to provide immediate support and advice to ensure you achieve your goals and facilitate your experience with us in the best possible way.
UAE
Office
Mobile
E-mail
Working
Hours