1- Respecting the New: Overcoming Resistances to Process Automation

Technological innovation, particularly in terms of intelligent automation or process automation, often triggers fears and resistances, especially in traditionally cautious sectors such as accounting. CPAs, accustomed to precision and risk-averse, may be hesitant to embrace the new. Employees too may fear job loss due to automation.

Furthermore, there’s a latent fear among CPAs that they might not be up to the task of undertaking the necessary innovation journey for process automation. The idea of having to invest time and money in training can be daunting. This, unfortunately, often results in underutilization of management software which, if fully understood and exploited, could bring significant benefits.

2- Understanding the Necessary Training

To gain the maximum from the automation process, professional firms need to understand that they’re trying to innovate a process, not simply purchase software. The focus should, therefore, be on process evolution.

The necessary training should cover various aspects: how to approach process design; how to enhance knowledge of the management software; how to create a strategy for educating the robot so it can learn and work more autonomously.

3- The Mentally Solution

The training proposed by Mentally is structured at multiple levels, considering both the type of personnel approaching the use of automation and the level of advancement reached by the firm.

The journey starts with a “shock therapy” consisting of a 2.5-hour recorded course with practical exercises and two personalized sessions with a coach. This professional, a digital CPA, speaks both the language of the CPAs and that of engineers, facilitating understanding and learning.

After this initial phase, there’s a shift to continuous learning over time with periodic reviews of the robots’ performance. The model of group coaching is key to allow everyone to learn from each other. Mandatory sessions of at least two hours for the first three months are organized, followed by an additional four hours weekly upon request to address specific topics or respond to specific requests. As the journey progresses, users learn from each other, gradually moving to more advanced levels.

Mentally also offers a system of tiered notifications via email, text messages, and technical dashboards, allowing different types of users to become accustomed to and understand what the robot is doing. This system also allows management to monitor and understand what’s happening globally, allowing them to learn without having to delve into extreme details.

For regular administration management, Mentally also provides technical support for issues like passwords, notifications, specific support requests, and a manual for quick consultation.

Finally, Mentally commits to transforming the role of the CPA through automation, allowing them to focus on value-added services like tax advisory, legal consulting, and business consulting, turning their work into a more quantitative and interesting process.

With Mentally, CPAs can experience the benefits of intelligent automation: business scalability, reduction of costs and time, more interesting work for the staff, and a more immediate and appreciated service for clients.

Conclusion

In our increasingly digitalized world, intelligent automation is no longer optional, but a necessity. For CPAs, embarking on a dedicated training journey can make the difference between falling behind or riding the wave of innovation. With Mentally, this journey is not only possible but also simple and rewarding.

If you’re ready to embark on this journey towards innovation, book a free consultation session with Mentally. You’ll discover how intelligent automation can revolutionize your professional firm, enabling you to work more efficiently, pleasurably, and profitably.