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Agile Accounting: Transforming Finance Performance

Move beyond rigid processes and build a responsive, high-performance finance function that delivers results every sprint.

Created byRoss Maynard
BeginnerUpdated Aug 6, 2026

What You'll Learn

  • check_circleApply Agile principles to both transactional and strategic finance processes.
  • check_circleDefine and implement the four key Agile roles within a finance team.
  • check_circleDesign effective Sprint cycles and KPIs to measure process performance.
  • check_circleEstablish clear boundaries for decentralized, Agile decision-making.
  • check_circleExecute a structured, eight-step plan to launch Agile initiatives in finance.

About This Course

Agile is an approach to business that focuses on adaptability. The Agile philosophy emphasises an iterative approach with regular review and strong customer collaboration. The Agile philosophy can transform how finance works - encouraging continuous improvement and flexibility as customer and market needs change.

This course translates Agile principles into real finance use cases, showing finance professionals how to increase speed and responsiveness while maintaining the control and stakeholder trust their function depends on.

Across five lessons, we build a complete picture of Agile Accounting. We start with the five elements of the Agile philosophy, and the use of the Scrum methodology to give them structure. From there, we apply these principles to finance processes. We show how the Agile approach can benefit transactional processes such as accounts payable, accounts receivable and expenses management. We then extend the approach to strategic finance processes such as period-end close, treasury and tax - showing how Agile ways of working shorten the gap between a problem emerging and it being addressed.

The course emphasises the importance of governance and shows how Agile improves control and reduces risk without weakening the deadlines, sign-offs or controls those processes depend on.

The course also looks at Agile decision making and how authority can be pushed down to the people doing the work, within defined boundaries; and we examine the KPIs that can show how effectively the Agile approach is working and the benefits it is delivering.

The course closes with a practical Quickstart Guide to help you choose a process, build a team, and run your first Agile Sprint.

This course is designed for finance professionals and leaders looking for practical, controlled ways to bring speed and continuous improvement to their finance function - without sacrificing the accuracy and governance their stakeholders rely on.

Course Content

5 activities • 5 videos • duration: 1h 9m

  • videocamFoundations of Agile Accounting
    Duration 21:59

Your Instructor

Ross Maynard

Business author and consultant, specialising in performance measurement and improvement

menu_book63 courses
star3,925 reviews

I am a Fellow of the Chartered Institute of Management Accountants in the UK and work as an author of business courses and a process improvement consultant. I have over 30 years' experience and live near Stirling in Scotland, with my wife, daughter and Cocker Spaniel. I aim to make my courses accessible and understandable. My courses focus on business topics including KPIs, performance measurement, approaches to business improvement, Agile and Lean. I hope you enjoy my courses.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.9 out of 5
Student's Choice
19 reviews
  • MM
    Matthew M.
    starstarstarstarstar

    No this was not a good match as I am in smaller organizations.

  • MA
    Muhammad Khalid A.
    starstarstarstarstar

    good.You add may be a simulation or practical case study to make it more real vs information only

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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