A Deep Dive Into Accounting Automation: Live Q&A With DOKKA

Executive Summary

Webinar Title: A Deep Dive Into Accounting Automation: Live Q&A With DOKKA
Format: Live Q&A with audience questions
Duration: ~24 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.

The conversation covered both technical implementation and strategic decision-making for finance leaders exploring automation across:

• Accounts Payable (AP) Automation:

  • Eliminating manual invoice entry and copy-paste workflows

  • Advanced PO matching with visual validation

  • Multi-level approval routing with automated reminders

  • ERP integrations with NetSuite, SAP B1, QuickBooks, Xero, Acumatica, and Priority

• Financial Close Automation:

  • Replacing Excel for reconciliations, flux analysis, and reporting

  • Automating close task workflows across teams and entities

  • Real-time data aggregation, review, and audit control

  • Integration with ERPs via native connectors, APIs, or custom CSV pipelines

• Strategic Insights Shared:

  • Why full automation without human oversight creates more risk

  • How predictive workflows and AI will shape the future of accounting

  • When AP automation is worthwhile — based on document volume and complexity

  • How to prioritize what to automate first: AP, Close, or reporting

Throughout the discussion, the team emphasized a pragmatic approach:

“You don’t need to overhaul everything at once — just start somewhere, test, and iterate.”

This webinar is valuable for CFOs, Controllers, AP Managers, and Accounting Ops teams looking to reduce close cycles, increase visibility, and move beyond spreadsheets.

Timestamps:

0:00 Introduction

1:28 About DOKKA

4:13 Which close tasks can be automated today?

6:12 Is DOKKA looking to replace or augment ERP systems?

7:52 Which systems does DOKKA integrate with?

9:12 How is AI changing record keeping and reporting?

10:11 What kind of AI automation is coming for small finance teams?

11:27 How do you get started with accounting automation?

14:25 How can you accelerate the close process?

16:17 How DOKKA improves audit readiness?

17:13 How DOKKA combines AI with human oversight?

20:28 Is AP automation worth it if you have low invoice volume?

21:50 How does DOKKA automate purchase invoice processing? 

23:08 Outro