Certified Public Accountant transforms accounting processes using Power Automate
Certified Public Accountant Ashley Francis used Power Automate with generative AI capabilities to automate accounting processes such as generating engagement letters and importing financial data for her practice. She learned about automation platforms through her network and attending a local user group, Realize. Ashley invested in learning more about Power Automate, which addressed her concerns around data security and ease of use. Using natural language, she described what she wanted to automate, and the AI engine translated the descriptions into cloud flows. With Power Automate, Ashley reduced weeks of effort down to minutes. She plans to create a future “30 days” series to cover process mapping, using AI tools for documenting manual processes identified from the process mapping, and automating the process that was mapped and documented.
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