Certified Public Accountant transforms accounting processes using Power Automate and Generative AI

Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. She has been practicing for over 20 years providing tax compliance and tax planning services that coordinate with the family’s estate planning attorney or financial planner.
Despite having zero experience with automation, Ashley automated several accounting processes for her practice using Power Automate. This video explores Ashley’s passion for Power Platform and how Power Automate with generative AI capabilities helped her quickly create sophisticated automations that significantly reduce time spent on manual processes.
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