In this course, you will learn how AI agents and automation transform finance operations by streamlining workflows, improving compliance, and unlocking new efficiencies. From understanding core AI agent concepts to exploring Ramp’s agent-powered architecture and real-world applications, this step-by-step course will empower you to confidently leverage AI-driven automation and position yourself as a trusted, tech-forward advisor.

In order to successfully complete this course and earn 1 CPE credit, you must:

  • Complete the course content
  • Answer the review questions throughout the course
  • Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment

For a list of key terms, check out our Course Glossary.

Looking for details on certificates, CPE credits, or support? Visit the FAQs.

Select Get Started below to begin.