Curated Learning Resources for Finance Automation

This page collects selected learning resources on finance process automation, RPA, and related topics. Use it as a starting point for your own learning or to guide colleagues who want to understand automation better.

Online Courses & Learning Platforms

LinkedIn Learning – Broad range of courses on RPA, process improvement, Excel automation, Power Automate, and finance transformation. Good for short, practical introductions and role-based learning paths.

Udemy – Many hands-on courses on specific tools (for example, UiPath, Power Automate, Python for automation) and finance-focused automation scenarios. Quality varies, but there are several highly rated options.

Coursera / edX – University-backed courses on digital transformation, process improvement, data analytics, and automation. Useful for more conceptual understanding and broader context.

Vendor Academies (Tool-Specific Training)

Microsoft Learn – Power Automate – Free, structured learning paths for Power Automate, including step-by-step labs and examples that are highly relevant for finance workflows in Microsoft environments.

UiPath Academy – Comprehensive free training for UiPath, from beginner to advanced developer, business analyst, and solution architect tracks. Includes practical exercises and certification paths.

Other RPA Vendors (for example, Automation Anywhere, Blue Prism) – Most major vendors offer free or low-cost academies with tool-specific training, best practices, and certification options.

Process Mapping & Improvement

Books on Process Mapping and BPM – Titles such as “Business Process Mapping” (Jacka & Keller) and “Workflow Modeling” (Sharp & McDermott) provide solid foundations for documenting and improving finance processes before automating them.

Lean Six Sigma / Process Improvement Courses – Introductions to Lean, Six Sigma, and continuous improvement help you identify waste, standardize processes, and prepare them for automation.

Reporting, Analytics & Data Skills

Power BI / Excel Power Query / Power Pivot – Courses and tutorials on these tools are highly relevant for automating reporting and analytics in finance, especially when combined with RPA or workflows.

SQL & Basic Data Modeling – Introductory SQL courses help finance professionals understand how to work with structured data sources, which is valuable when designing robust automation solutions.

Communities, Blogs & Forums

Vendor Communities (for example, Microsoft Power Automate Community, UiPath Forum) – Active forums where practitioners share solutions, examples, and troubleshooting tips. Very useful when you start building your own automations.

Professional Networks (LinkedIn groups, finance & automation communities) – Good places to follow trends, ask questions, and see how other finance teams are using automation in practice.

Compliance & Governance

Swedish Regulatory Guidance – Information from authorities such as Skatteverket and Bokföringsnämnden is important for understanding the legal framework around bookkeeping, archiving, and digital records in Sweden.

Internal Control & Audit Resources – Articles and guides on internal control, segregation of duties, and IT general controls help ensure that automation supports (rather than weakens) your control environment.

How to Use These Resources

Start with one tool-specific academy (for example, Power Automate or UiPath) and one general process improvement resource.
Combine theory with a small, concrete finance use case from your own organization.
Use communities and forums when you get stuck or want to see how others solved similar problems.

Need a Tailored Learning Path?

Financial Factory can help you design a focused learning path for your finance team, aligned with your automation roadmap and chosen tools. Contact us to discuss your needs.