Executive Summary
Video Title: Live Q&A With DOKKA: How do you get started with accounting automation?
Format: Live Q&A with audience questions
Duration: ~3 minutes
Speakers: Eric Edelstein (Co-founder, DOKKA), Omar Kleijer (VP of Product, DOKKA Close)
In this live Q&A session, the DOKKA team answered real-world questions from finance professionals about how to automate Accounts Payable and Financial Close workflows while maintaining control, auditability, and flexibility.
This video is part of the webinar “A Deep Dive Into Accounting Automation“. It is designed for CFOs, Controllers, AP Managers, and Accounting Ops teams looking to reduce close cycles, increase visibility, and move beyond spreadsheets.
How do you get started with accounting automation?
Starting with accounting automation requires a practical, incremental approach.
Businesses should identify their most pressing priorities, explore software options through demos or trials, and begin digitizing step by step.
The key is to just begin—explore demos, try different software, and focus on the areas of your business that matter most. Start small, build momentum, and watch your workflows transform faster than you expect.
Transcript
Getting started with accounting automation looks different for every business. It really depends on how far along you are in your digital journey. Some firms are still operating in very traditional ways, while others are already further into their transformation.
The important thing is to simply get started. Explore different software solutions, request demos, sign up for trials, and begin testing. You won’t get everything right on day one, but the process of experimenting will help you identify where automation can deliver the most value — whether that’s in accounts payable, the financial close, or another area.
From there, prioritize what matters most for your business. Start small, build momentum, and expand over time. The earlier you begin, the sooner you’ll see your workflows transformed through automation.
