Role-Based Programme
RB0773

Zapier for Finance & Accounting

Automate Financial Workflows, Approvals & Reporting

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Zapier to automate repetitive finance and accounting activities across connected applications.
  • Create workflows for invoice processing, receivables follow-ups, expense approvals, reconciliations, and financial reporting.
  • Apply Forms, Tables, Filters, Paths, scheduling, and data transformation to structure finance workflows.
  • Use AI-assisted processing for classification, extraction, summarisation, and preparation of financial information.
  • Apply approvals, data validation, segregation of duties, confidentiality, and human oversight to finance automation.

Tools covered

Zapier ZapsZapier FormsZapier TablesTriggers & ActionsFiltersPathsFormatterSchedule & DelayWebhooksAI by ZapierHuman-in-the-Loop Controls

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Management Accountants
  • Finance Operations Professionals
  • Financial Reporting Professionals
  • Record-to-Report Professionals
  • Procure-to-Pay Professionals
  • Order-to-Cash Professionals
  • Finance Shared Services Professionals

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting processes
  • Familiarity with invoices, payments, expenses, reconciliations, or financial reports
  • Basic awareness of spreadsheets, ERP, accounting, email, or collaboration applications
  • No programming expertise required
  • Basic understanding of workflow logic is helpful
  • No previous Zapier experience required

TOC Modules

Concepts
  • Understanding Zaps, triggers, actions, workflow execution, and connected applications
  • Identifying repetitive finance activities suitable for automation
  • Understanding scheduled, event-driven, and approval-based financial workflows
  • Recognising accounting and financial decisions that must remain human-led
Practical activities
  • Exploring Zapier through a sample finance workflow
  • Building a basic Finance Event → Action → Notification Zap
  • Reviewing workflow execution and transferred financial information

Scenarios

Supplier Invoice to Controlled Approval

Supplier Invoice → Zapier → Data Capture → Validation → Duplicate / Exception Check → Approval Routing → Finance Review → Accounting-System Update

Participants automate routine invoice administration while keeping validation, exception resolution, and final financial approval with authorised finance professionals.

Receivables to Collection Follow-Up

Outstanding Invoice Data → Zapier → Due-Date & Ageing Check → Reminder → High-Risk Exception → Finance Owner → Follow-Up → Status Update

Participants create an automated receivables workflow that handles routine reminders and highlights overdue or significant balances requiring timely human intervention.

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