RPA Platform Setup
If you are running Windows 11, then Power Automate is already setup on your computer. Go into Start, then to Windows Tools. Double click on Power Automate and sign in with your Microsoft account. You are now ready to build.
If you want to build a system of RPA flows for your firm or flows that can be shared in your firm, we can help. We can setup your RPA platform to get you started. Documentation can seem like a foreign language, but our engineers will get you up and running on the on the Power Automate RPA platform.
Consulting
Need to bounce ideas off of an experienced RPA project manager? Software is typically not written by one person and a consultation can help get the gears moving efficiently; RPA is no different. If you have already started working on RPA projects but want some guidance, our project managers and RPA engineers can help. They can review your project and advise on efficiency or help break through walls if you get stuck.
Education
RPA and the Accountant: Power Automate Starter
All RPA starts with a base of knowledge. This training will cover the basics of RPA on Microsoft Power Automate. We will walk through building a basic input project into tax software.
Topics include:
- Interface
- Variables
- Conditionals
- Loops
- Flow Control
- UI Automation
- Excel Integration
- Message Boxes
After completing the course, you will be able to build an RPA that will extract data from tax software into a spreadsheet and input date from a spreadsheet into tax software.
Training will be approximately 3 hours.
RPA and the Accountant: Power Automate Intermediate
The next level RPA will work on efficiency, data mining and some decision making using the RPA tools. We will identify new areas of our tax software and how to manipulate them. This course has 2 projects.
- We will do a more complicated build of inputting of the Sch E data into Pro System fx Tax by adding the inputs at the bottom of the form and how to track positioning of the sheets. While this may seem like a repeat of the starter course, this course will use more efficient methods through the RPA for both faster running and readability.
- We will build and RPA that will check for conditions within a tax return. If the condition is met, then the RPA will data mine information from the return and merge it into text to input as footnotes.
Topics include:
- Lists
- Basic Objects
- Exits
- Logic Tips
- UI with Images
- Clipboard
We recommend that you only take this training if you have already completed the starter course, attended the RPA session at the AICPA Engage conference or if you have some experience in programming.
Training will be approximately 3 hours.
RPA and the Accountant: Power Automate Advanced
With a foundation to work from, you can move on to advances topics. This training will cover advanced topics that will unlock the full power of RPA. We will build an email tool that will look into a database, compile attachments, and combine multiple emails into a single package.
Topics include:
- Advanced Objects
- Advanced Conditionals
- Advanced Loops
- Advanced Flow Control
- Files and Folders
- Databases
After completing the course, you will be able create lists of advanced variables, manipulate file systems, send emails with PDF attachments, and connect to databases. The portion on connecting to databases will be using some SQL to get information from a database.
Training will be approximately 3 hours.