Embracing Intelligent Automation in Accounting: Overcoming Resistance to Process Robotization

Traditionally cautious professions, such as the accounting one, tend to be wary of technological innovation, especially when it involves intelligent automation or process robotization in traditional accounting sectors. Known for their risk-averse tendencies, accountants have long valued precision and prudence. However, their sector has recently witnessed a seismic shift as even the most reluctant professionals have had to acknowledge the ongoing technological revolution. As a result of that, many have decided to roll up their sleeves and look forward rather than remain stuck in the past. This transition is happening at a remarkably fast pace.

Concerns about cutting-edge technologies persist, especially in isolated areas where innovative shifts are often delayed – while others have already fully adapted. Some professional firms continue to exhibit hesitation towards machines, with employees mistakenly perceiving them as potential adversaries.

Moreover, among accountants less familiar with digital tools, there’s a lurking fear of not being able to handle or measure up to the innovation required for process robotization. Discouraged by the thought of having to retrain themselves – a process that requires both time and money – they are failing to make the most out of accounting software like QuickBooks which, if fully understood and properly utilized, could offer significant advantages.

Understanding the Need for Training

To maximize the benefits of robotization in accounting software, professional firms need to grasp the purpose of such a journey: it is about innovating processes, rather than just purchasing software. The focus should remain on process evolution. Training should cover various aspects: how to approach process design, how to enhance the understanding of accounting software, and how to strategize to educate the robot so that it learns and operates with increasing autonomy.

The Mentally Solution: How the Journey Unfolds

Dialogue at the Digital Frontier: Traditional Accounting Sectors Meet Robotic automation process

Mentally’s training unfolds on multiple levels, considering both the type of staff approaching automation and the progress level attained by the office. The journey starts with a “shock therapy” comprising a 2.5-hour recorded course packed with practical exercises and two personalized sessions with a coach. The digital accountant can bridge the gap between traditional accountants and engineers, facilitating both understanding and learning. After this initial phase, there’s continuous learning over time with periodic robot performance reviews. 

Group coaching is essential, fostering collective learning. Mandatory two-hour group sessions are organized throughout the first three months, followed by four additional weekly hours to tackle specific topics or address particular concerns. As participants advance, peer-to-peer learning becomes more prominent. Mentally also offers a layered notification system via email, SMS, and technical dashboards, enabling users to track and understand the robot’s actions. This also helps leaders monitor global activities, simplifying their learning process without diving into too much detail.

 Furthermore, for regular administration, Mentally provides robust technical support for issues like passwords, notifications, specific support requests, and a manual for swift reference. Our system aims to help professionals transition to value-added services through smart automation, allowing them to focus on services such as tax, legal, and business consulting, making their work more qualitative and stimulating. By embracing smart automation, accountants can expect to experience a range of benefits, including business scalability, cost and time savings, more engaging tasks for staff members, increased client satisfaction and faster response times.

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Discover process robotization in traditional accounting sectors.

In today’s increasingly digital world, we can no longer afford to regard intelligent automation as something optional. For accountants, embarking on a customized training journey is essential in order to ride the innovation wave and avoid being left behind. Mentally seeks to simplify this journey by making it both straightforward and rewarding for those undertaking it. Those who wish to embark on this innovation journey can book a free consultation session with Mentally, whose experts will assess their needs and come up with a personalized strategy.