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Building a Smart Accounting Assistant for Your Business

Setting up an assistant that answers the team’s questions from the business’s policies, chart of accounts and procedures.

Course contents

  1. Defining what the assistant does
  2. Preparing the business’s documents and policies
  3. Writing its instructions
  4. Testing and improving
  5. Usage and privacy controls
  6. Turning the accounting assistant into an app with an input screen that records entries and queries balances

What you gain from the course

You can build an assistant that answers your team’s questions from your business’s policies and procedures.

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