CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Removing Manual Barriers from Purchasing Processes - Because buying and fulfilling what your business needs shouldn’t be that hard!

  • CPA (CA)
  • CMA
  • CPA (US)
purchasing process

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Production for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

How many times has your team made a request - albeit valid - to purchase new software or materials only to get stalled or stonewalled by manual and slow purchase processing?

Purchasing is counted as everything from monitoring your stock levels for materials, usage rates and how long it can take stock to arrive, to considering when to make purchases. The processes in purchasing are often huge and notoriously difficult because there are multiple stakeholders involved, budget requests are sensitive topics, and legal reviews can be lengthy. There’s the management of large number of documents, keeping an eye on stock, dealing with suppliers and other elements. With so many significant elements to control, there’s always a high chance that human error will cause issues in your business.

But purchasing doesn’t have to be a tug-o-war battle between the business and users that need approvals.

This complex set of processes for procurement and purchasing can take hours of your time right?

Watch this CPE webinar with our Pipefy panelists as we explore the pitfalls of purchase processing and actionable insights on how to improve processing requests at your organization.

Major topics covered in this online CPE webinar:

  • What are the fundamental shortfalls of purchase processes?
  • How to simplify the system from request through fulfilment?
  • What are the signs you need to improve your purchase processing?
  • How to standardize and automate your business processes to gain full control and visibility of your purchasing and procurement operations?

Automating your purchasing processes can be a great help to your business. It helps you be more efficient and spend more of your valuable time on projects and work that is more complex. This helps your business and profit margins grow. Join our experts in this CPE webinar to ease your buying process and fulfilling what your business needs!

Learning Objectives

  • To ensure that requisitions and purchase orders are being processed quickly and accurately
  • To create no-code automation to increase efficiency and reduce risk of human error.
  • To integrate Pipefy with your accounting software or other legacy tools to scale your operation

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA