Order-to-Cash and Procure-to-Pay with Intelligent Automation Corporate Training
Automate order-to-cash and procure-to-pay with intelligent workflows in guided hands-on labs.
Edstellar, a corporate training company, delivers corporate training that helps your team automate the full finance cycle with intelligent workflows. Employees develop O2C and P2P automation skills, risk controls, and exception handling in guided labs led by practitioners. Each session is tuned to your systems, policies, and regulatory environment.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a touchless finance cycle team
The Edstellar O2C/P2P AUTOMATION Capability Model
Diagnose cycle automation readiness
Skill checks map your team's O2C and P2P workflows, automation maturity, and control gaps.
Standardize cycle workflows
Shared playbooks align order, invoice, and payment processes before any automation is applied.
Practice in automation labs
Hands-on labs automate billing, cash application, invoice matching, and payment runs on realistic scenarios.
Measure cycle performance
Lab reviews and scorecards track touchless rates, DSO, DPO, and exception volumes cohort by cohort.
Scale across the enterprise
Roll the proven automation playbooks out across business units with consistent controls and metrics.
Need more than one program?Get a group quote
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Program Overview: What is Order-to-Cash and Procure-to-Pay with Intelligent Automation?
Order-to-Cash & Procure-to-Pay with Intelligent Automation is Edstellar's instructor-led program for finance operations teams and automation specialists modernizing finance cycles. Participants master O2C and P2P processes, intelligent automation tooling, process discovery, and exception handling across 28 hours of applied training. It is built for teams automating finance end to end.
Training is hands-on from the first module. Your team maps finance processes, discovers automation candidates, and builds automated O2C and P2P workflows through guided labs. Instructors coach on controls design and exception handling, reviewing each automation against audit standards with direct feedback. The program closes with a capstone delivering an end-to-end automated finance cycle, with controls, compliance, and analytics proven on real-world exceptions.
Finance cycles run on manual effort: orders rekeyed, invoices matched by eye, and exceptions piling up in shared inboxes. Automation bolted on without process redesign just speeds up the mess. This program teaches your team to redesign then automate, with controls, compliance, and continuous improvement designed into every workflow.
The capstone is a finance cycle the team automates from order to cash and requisition to payment: bots and workflows handling the routine, controls catching the exceptions, and analytics proving the improvement. Reviewers feed it a messy real-world invoice to see if the automation holds, so the team leaves with a cycle that works on Tuesday morning, not just in the demo.
Sessions blend briefings with guided labs that mirror day-to-day work: workflow mapping, document-reading automation, three-way matching, exception queues, and control testing. Teams practice on realistic cycle scenarios, improve touchless rates, and develop collaboration between finance operations, AP, AR, and procurement. Every lab focuses on real training needs, so new capability lands directly in daily cycle work.
What's Included in this Workshop for Your Enterprise Teams
- 1
Guided automation labs
Billing, invoicing, payment, and control labs with instructor review.
- 2
Cycle scenario work
Automation exercises built on realistic O2C and P2P cycle scenarios.
- 3
Workflow templates
Playbooks, exception checklists, and KPI templates to reuse.
- 4
Capstone cycle build
An end-to-end automated finance cycle defended in review.
- Instructor-led sessions, live virtual or hybrid
- Flexible batch scheduling across finance centers
- Trainer matched to your finance systems
- Full trainer profile shared before booking
- Per-group quote with batch options
- Post-training support for your teams
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
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- In-person Onsite, Live Virtual or Hybrid Training Modes
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Order-to-Cash and Procure-to-Pay with Intelligent Automation Course Topics and Program Outline
A tailored 28-hour, seven-module workshop: one learning journey from cycle foundations to a capstone automated finance cycle. Sessions pair concepts with labs on real-world use cases. Materials include lab guides and templates, plus a capstone assessment.
Built by Edstellar with finance operations and automation practitioners
Built by practitioners who run O2C and P2P automation in finance operations, shaped around your stack and use cases.
Skill checks baseline your team's O2C and P2P workflows, automation readiness, and control awareness before training begins.
Live instruction covers O2C and P2P cycle foundations and intelligent automation tooling across 6 focused hours.
Guided labs automate billing, invoicing, and payment workflows across 17 hours of supervised practice.
Your team automates a full finance cycle in a 5-hour capstone, reviewed against controls and performance targets.
From cycle foundations to a capstone automated finance cycle, every workflow is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map your O2C and P2P cycles in a guided walkthrough, tag automation opportunities, and baseline cycle KPIs on sample data.
learna)Order-to-cash stages and handoffs
b)Procure-to-pay stages and handoffs
c)Cycle KPIs: DSO, DPO, and touchless rates
d)Where automation delivers the most value
Score sample processes for automation fit, outline a business case, and configure the sandbox used for every later lab.
learna)Workflow automation and document-reading tools
b)Process discovery and automation-fit scoring
c)Building an automation business case
d)Tooling setup and sandbox configuration
Build automated order validation, invoicing, and dunning workflows in a guided lab on realistic sales scenarios.
practicea)Order entry and credit validation
b)Automated invoicing and e-billing
c)Dunning and collections triggers
d)Dispute logging and resolution queues
Automate requisition to payment run in a guided lab: matching, exception queues, and approval routing on sample invoices.
practicea)Requisition and purchase order workflows
b)Invoice capture and three-way matching
c)Exception queues and approval routing
d)Payment runs and remittance
Test control scenarios in a guided lab: block duplicate payments, route exceptions, and verify audit trails.
practicea)Segregation of duties and approval limits
b)Fraud patterns in O2C and P2P
c)Audit trails and control testing
d)Exception handling playbooks
Wire automation outputs into dashboards and set up monitoring routines in a guided lab on live-style cycle data.
applya)Connecting automation to finance systems
b)Cycle dashboards and KPI scorecards
c)Monitoring automation accuracy and drift
d)Continuous improvement routines
Automate a full finance cycle end to end: workflows, controls, and dashboards, then defend the plan in instructor review.
applya)Diagnosing the cycle end to end
b)Automation plan: O2C and P2P workflows
c)Controls, exceptions, and dashboard
d)Instructor review and feedback
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready outcomes your team will demonstrate by the end of the program. Each competency is practiced in guided labs and reviewed in the capstone finance cycle build.
Map O2C and P2P cycles end to end
Chart every step of order-to-cash and procure-to-pay, identifying handoffs, controls, and automation opportunities.
Design intelligent automation workflows
Evaluate processes for automation fit and design workflows that combine rules, document reading, and human review.
Automate billing and cash application
Build automated order entry, invoicing, and cash application workflows that cut errors and speed collection.
Automate invoice processing and payments
Configure requisition, purchase order, three-way matching, and payment run automation with clean exception queues.
Apply controls and handle exceptions
Embed segregation of duties, approval limits, and audit trails, and resolve exceptions within documented workflows.
Integrate cycles with ERP and analytics
Connect automated workflows to core finance systems and build dashboards tracking DSO, DPO, and touchless rates.
Measure and improve automation performance
Track automation accuracy, straight-through rates, and cycle times, then tune workflows for continuous improvement.
Teams that Benefit from this Order-to-Cash and Procure-to-Pay with Intelligent Automation Group Training
This group training is built for finance teams that run order-to-cash and procure-to-pay cycles and want faster, controlled automation. Content adapts to each cohort's roles, systems, and experience, so every batch practices the workflows it owns, from cycle mapping to full automation.
Automate the finance cycle end to end with controls.
Finance operations teams connect O2C and P2P workflows into one automated cycle, so cycle times, controls, and reporting improve together.
Workflow friction
- Manual handoffs between O2C and P2P
- Exceptions aging without clear owners
- Reporting cobbled from spreadsheets
How the program helps
- Touchless invoice and payment workflows
- Cycle KPIs improving every quarter
- One playbook across business units
Practice use cases
- Cycle automation labs
- Exception triage drills
- KPI dashboard builds
Collect faster with automated billing and dunning.
AR teams practice automated invoicing, credit checks, and cash application in guided labs, so cash comes in faster with fewer errors.
Workflow friction
- Invoices delayed by manual steps
- Cash applied to the wrong accounts
- Aging reports built by hand
How the program helps
- Faster billing and cash application
- Fewer disputes from clean invoices
- DSO tracked in live dashboards
Practice use cases
- Billing automation labs
- Cash application drills
- Dunning workflow practice
Pay accurately with touchless invoice processing.
AP teams practice three-way matching, exception handling, and payment runs in guided labs, so invoices are processed accurately and paid on time.
Workflow friction
- Manual invoice entry and matching
- Duplicate and early payments
- Missing audit trails on exceptions
How the program helps
- Three-way matching without rework
- Payment runs on schedule, every cycle
- Audit-ready documentation by default
Practice use cases
- Matching automation labs
- Exception handling drills
- Payment run simulations
Buy smarter with automated requisition and sourcing.
Procurement teams practice automated requisitions, PO creation, and supplier workflows, so buying is faster and stays within policy.
Workflow friction
- Maverick buying outside the system
- POs raised after the invoice arrives
- Supplier records out of date
How the program helps
- Requisitions approved in hours, not days
- Policy-compliant buying by default
- Supplier data cleaned and current
Practice use cases
- Requisition automation labs
- PO workflow drills
- Supplier data practice
Cohorts train as a cross-functional workforce, with each small group aligned on shared cycle standards and controls.
Prerequisites: This program benefits finance operations, accounts receivable, accounts payable, procurement, and shared-services staff who own O2C or P2P workflows. Basic finance operations familiarity helps but is not required, and no prior automation experience is needed. Content adapts to each cohort's systems, tools, and experience level.
Finance Operations Associate to Intelligent Automation Specialist
Tracks how finance professionals progress from basic cycle handling to advanced automation delivery across the program's learn, practice, and apply phases.
A program that grows with finance operations careers, from cycle basics to confident automation delivery.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the delivery format that fits your finance centers and schedules. Every mode includes live instructor-led sessions with guided automation labs.
Hybrid Training
Instructor-led sessions mix onsite and virtual delivery with guided labs throughout. Teams automate O2C and P2P workflows on cycle scenarios while the instructor coaches and reviews. Hybrid keeps scheduling flexible without losing live interaction.
- Live instruction across onsite and virtual sessions
- Guided labs with instructor coaching and reviews
- Cycle scenarios drawn from your workflows
- Flexible scheduling without losing live interaction
Onsite Training
Instructor-led training delivered at your office for finance and shared-services teams. Labs run on the cycle scenarios and policies you share, with the full team learning together in one room.
- Instructor-led sessions at your location
- Labs built on your cycle scenarios
- Team learning in a shared environment
- Direct coaching throughout each module
Live Virtual Training
Live virtual training with instructor-led sessions delivered online. Guided labs run in shared digital workspaces, so distributed teams practice the same workflows with the same instructor feedback.
- Instructor-led sessions delivered online
- Guided labs in shared digital workspaces
- Distributed teams in the same batches
- Same feedback quality as onsite delivery
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. Book a discovery call and we will map your O2C and P2P workflows, systems, and goals to a tailored training plan.
Yes. Live virtual sessions run across time zones with guided labs, and hybrid scheduling covers teams spread across locations.
Yes. Onsite delivery is available for finance and shared-services teams, with labs built on the cycle scenarios you share.
The program runs 28 instructor-led hours across seven modules, scheduled in flexible batches around your team's calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Automating finance cycles works only once the manual process is understood. Your team runs AP and AR and closes the month first, then automates order-to-cash and procure-to-pay in this course, and finally applies AI more widely in accounting work.
Why Choose Edstellar as Your Order-to-Cash and Procure-to-Pay with Intelligent Automation Training Provider
When comparing providers, Edstellar is the training partner teams choose for finance-domain expertise and 5+ years of corporate training experience. Our methodology blends concise instruction with guided labs, and we share each trainer profile before booking. The result is measurable quality in the automated cycles your team runs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort's labs, scenarios, and exercises are tuned to your finance systems, policies, and regulatory environment.
Proven Methodology
Concise instruction followed by guided automation labs moves teams from cycle concepts to working workflows fast.
Practice-Based Learning
Seven modules of hands-on labs and a full-cycle capstone keep your team automating, not just listening.
Expert Trainers
Finance operations and automation practitioners who run O2C and P2P automation in production lead every session.
Global Scale
One consistent program delivered across your finance centers worldwide, in the languages your teams use.
Measurable Outcomes
Lab reviews, control checks, and capstone results show automation capability improving cohort by cohort.
Automate Finance Cycles With Tested Controls and Transparent Exception Handling
Edstellar develops intelligent-automation skills across order-to-cash and procure-to-pay workflows. Participants map process opportunities, build sandbox automations, and connect approvals and exceptions before reviewing analytics. The final cycle is assessed for accurate processing, control evidence, and clear monitoring rather than assuming automation alone improves finance performance.
- Step 01
Consult
We explore finance-process responsibilities to identify gaps in automation scoping, order or invoice validation, approval routing, exception queues, and evidence of control operation.
- Step 02
Plan
We establish cycle maps and automation fit before O2C and P2P builds, then develop controls, integrations, and monitoring ahead of the automated finance capstone.
- Step 03
Align
We align finance operations and automation expertise with AR, AP, procurement, and shared-services teams, adapting foundational support to their systems and process experience.
- Step 04
Customize
Sample orders, invoices, and matching exceptions reflect relevant cycle conditions, enabling tailored duplicate and approval tests without sending bills, collecting funds, or making real payments.
- Step 05
Execute
Participants automate validations and matching, test duplicate-payment blocks, and route exceptions, receiving feedback on approval logic, audit trails, and the interpretation of cycle dashboards.
- Step 06
Evaluate
We assess the automated cycle for correct transactions, functioning approval and duplicate controls, traceable exception handling, and monitoring evidence that explains process performance and unresolved issues.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Order-to-Cash & Procure-to-Pay with Intelligent Automation Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Order-to-Cash and Procure-to-Pay with Intelligent Automation Training for Your Team
Share your team size, finance systems, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.