Serrala Finance Automation Suite Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Serrala Finance Automation Suite Training Course Overview

Boost your financial operations skills with Serrala Finance Automation Suite Training by Multisoft Systems. This hands-on course empowers you to automate cash visibility, payments, receivables, and more. Gain real-time insights and improve efficiency across financial processes. Perfect for finance professionals aiming to drive transformation through intelligent automation.

The Serrala Finance Automation Suite Training by Multisoft Systems is designed to equip finance professionals, SAP consultants, and corporate teams with the expertise to streamline and automate financial processes using Serrala’s innovative platform. This comprehensive training covers the end-to-end financial ecosystem, including modules for cash management, accounts receivable and payable, payments, collections, and risk management. Participants will gain a deep understanding of how to configure and operate the Serrala suite to enhance visibility, control, and compliance in finance operations. The course introduces best practices for automating invoice processing, payment management, liquidity forecasting, and fraud prevention, all while ensuring alignment with global financial regulations and digital transformation goals. Through real-time use cases, practical demonstrations, and expert-led sessions, learners will build proficiency in leveraging Serrala to eliminate manual tasks, reduce errors, and improve working capital efficiency. The training also emphasizes integration with ERP systems like SAP, ensuring seamless financial data flow across departments.

By the end of the course, professionals will be equipped to implement, support, or consult on Serrala solutions, driving performance and agility in financial operations. Whether you're upgrading your skillset or transforming your organization's finance landscape, this training delivers the knowledge and confidence you need.

Instructor-led Training Live Online Classes

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Serrala Finance Automation Suite Training Course curriculum

Curriculum Designed by Experts

Boost your financial operations skills with Serrala Finance Automation Suite Training by Multisoft Systems. This hands-on course empowers you to automate cash visibility, payments, receivables, and more. Gain real-time insights and improve efficiency across financial processes. Perfect for finance professionals aiming to drive transformation through intelligent automation.

The Serrala Finance Automation Suite Training by Multisoft Systems is designed to equip finance professionals, SAP consultants, and corporate teams with the expertise to streamline and automate financial processes using Serrala’s innovative platform. This comprehensive training covers the end-to-end financial ecosystem, including modules for cash management, accounts receivable and payable, payments, collections, and risk management. Participants will gain a deep understanding of how to configure and operate the Serrala suite to enhance visibility, control, and compliance in finance operations. The course introduces best practices for automating invoice processing, payment management, liquidity forecasting, and fraud prevention, all while ensuring alignment with global financial regulations and digital transformation goals. Through real-time use cases, practical demonstrations, and expert-led sessions, learners will build proficiency in leveraging Serrala to eliminate manual tasks, reduce errors, and improve working capital efficiency. The training also emphasizes integration with ERP systems like SAP, ensuring seamless financial data flow across departments.

By the end of the course, professionals will be equipped to implement, support, or consult on Serrala solutions, driving performance and agility in financial operations. Whether you're upgrading your skillset or transforming your organization's finance landscape, this training delivers the knowledge and confidence you need.

  • Understand the core functionalities and architecture of the Serrala Finance Automation Suite.
  • Automate end-to-end financial processes such as payments, cash management, and receivables.
  • Integrate Serrala with SAP and other ERP systems for seamless data flow.
  • Configure modules to streamline invoice processing, payment approvals, and collections.
  • Enhance visibility and control over financial operations and liquidity.
  • Apply best practices for reducing manual interventions and operational risks.
  • Implement real-time monitoring and fraud detection measures within the financial workflow.
  • Improve compliance with global financial standards and audit requirements.
  • Analyze financial data to support better decision-making and working capital optimization.

Course Prerequisite

  • Basic understanding of financial processes (Accounts Payable, Receivable, Treasury, etc.)
  • Familiarity with ERP systems, especially SAP 
  • Knowledge of finance and accounting principles

Course Target Audience

  • Finance Professionals
  • SAP Functional Consultants
  • ERP Integration Experts
  • Automation Solution Architects
  • IT Professionals supporting finance departments
  • Business Process Consultants
  • Corporate Finance Managers
  • Risk and Audit Professionals
  • Digital Transformation Leads

Course Content

  • Introduction to Serrala’s finance automation portfolio: AR, AP, Payments, Treasury, Analytics
  • Product ecosystem walkthrough: FS² (SAP embedded) vs. Alevate cloud-native solutions
  • Use cases and success stories (e.g., Jabil, Zurich, Honeywell)

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  • Cash Application and AI-powered matching (up to 99%)
  • Credit & risk scoring automation
  • Collections workflows and dispute resolution acceleration
  • Customer self-service portals & bill presentment

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  • Invoice capture, 3-way matching, exception handling
  • Supplier portal, e‑invoicing, and compliance (60+ countries)
  • AI innovations and fraud prevention best practices

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  • Payment execution: full control over global payment flows
  • Treasury use cases: liquidity management, risk, in-house banking
  • SAP-integrated treasury work via AcceleratorPlus methodology

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  • KPI-driven dashboards: 500+ metrics for CFOs
  • Finance insights powered by Alexa technologies
  • Working capital and cash-flow analytics tools

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  • SAP SAP-certified FS² suite integration with S/4HANA
  • Cloud-native Alevate integration with modern ERPs
  • Microsoft Teams app integration for in-chat supplier approvals

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  • Serrala’s Assist and Ascend support models
  • Training, onboarding, health checks, best practices

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  • AR automation: configure matching, use customer portal
  • AP automation: set up invoice capture & validation
  • Treasury demo: simulate cash/in-house banking flows
  • Analytics: build interactive KPI dashboard
  • Integration lab: connect FS² with SAP S/4HANA sample

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  • Jabil: 2M+ invoices automated
  • Honeywell: global AP transformation
  • Clients demonstrating working capital improvement

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  • Roadmap phases: assess, onboard, train, optimize
  • Security, compliance (e.g., GDPR, fraud controls)
  • Change management and stakeholder alignment

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Serrala Finance Automation Suite Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Serrala Finance Automation Suite Corporate Training

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  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Serrala Finance Automation Suite Training FAQ's

While not mandatory, familiarity with SAP or any ERP system is highly recommended to fully understand the integration aspects of Serrala.

Yes, the course is delivered online with flexible timings, including weekend and weekday batches, to suit the availability of working professionals.

Yes, participants will receive a certificate of completion from Multisoft Systems after successfully finishing the training.

Yes, the course includes practical sessions, real-time case studies, and system demonstrations to enhance hands-on learning.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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