AI and accounting
Foundations, Application in financial accounting, Excel and data, Financial analysis and planning, Audit, tax and risk, Automation and systems, Governance and the profession, For specific groups, Building Accounting Software with AI
Foundations4 courses
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Introduction to AI for Accountants
What AI is, and what it can and cannot do in accounting work, in non-technical language.
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The Accountant in the Age of AI: The Skills Required
The skills that grow in value as AI tools spread, and how an accountant plans to build them.
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Generative AI in Day-to-Day Accounting Work
Using AI chat tools for drafting, summarising, explaining and checking everyday work.
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Prompt Engineering for Accountants and Finance Professionals
Writing clear prompts that give the tool the context, the task and the format, to get a dependable result.
Application in financial accounting6 courses
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Automating Journal Entries and Adjustments with AI
Having recurring and adjusting entries suggested automatically, with review and approval staying with the accountant.
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Smart Bank Reconciliation
Matching the bank statement to the books automatically and isolating unmatched items for review.
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Reading Invoices and Documents Automatically (OCR) and Entering Them into the System
Extracting data from scanned invoices and documents and turning it into entries ready for review.
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Month-End Close with AI Assistance
The close checklist, checking unusual balances, and preparing the close report with the help of AI tools.
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Preparing Financial Statements and Notes with AI Tools
Drafting the statements and their notes, then reviewing them professionally before sign-off.
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Automating Payables and Receivables
Automating invoice entry, due-date tracking, collections and overdue reminders.
Excel and data6 courses
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AI in Excel for Accountants
The AI tools available in and alongside Excel, and using them for an accountant’s tasks.
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Writing Formulas and Macros with AI Assistance
Describing what is needed in words and getting the formula or macro, then testing it before relying on it.
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Analysing Financial Data without Programming
Analysing financial data and drawing conclusions with tools that need no code.
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Power BI and AI in Financial Reporting
Building interactive financial reports in Power BI and using its AI features for analysis.
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Python for Accountants: Automation and Analysis
Python basics for reading, cleaning and analysing accounting files, and automating repetitive tasks.
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Smart Financial Dashboards
Dashboards that present financial indicators and flag unusual changes.
Financial analysis and planning5 courses
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Financial Forecasting and Budgeting with AI
Building revenue and expense forecasts from historical data and using them in the budget.
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Smart Financial Analysis and Reading Statements
Calculating, interpreting and comparing financial ratios with the help of AI tools.
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Cash Flow Forecasting
Projecting receipts and payments for coming periods and spotting liquidity gaps before they happen.
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Cost and Profitability Analysis with Smart Models
Analysing cost and profitability by product and customer, and testing the effect of price and volume changes.
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AI-Supported Financial Decisions
Turning data into options and scenarios that help management compare and decide.
Audit, tax and risk5 courses
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AI in Auditing
Using AI tools in audit planning, data testing and documenting the work.
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Detecting Financial Fraud through Data Analysis
Fraud indicators in financial data, and the analysis methods that reveal unusual transactions.
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Continuous Auditing and Testing the Full Population Instead of Samples
Testing every transaction rather than a sample, and following them through the year rather than at its end.
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AI in Tax Work and Returns
Using AI tools to prepare and check return data, while verifying the latest rules.
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Risk Management and Compliance with Smart Tools
Monitoring financial risks and tracking compliance with policies and regulations using automated tools.
Automation and systems5 courses
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Robotic Process Automation (RPA) for Accounting
Identifying repetitive tasks suited to automation and building a software robot to carry them out.
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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.
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AI in ERP Systems and Accounting Software
The AI features built into accounting systems, and how to switch them on and use them.
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Connecting E-Invoicing to Smart Analysis Tools
Pulling e-invoice data and analysing sales, purchases and tax from it.
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Automating Periodic Reports and Sending Them
Preparing, refreshing and sending periodic reports to their recipients on schedule, automatically.
Governance and the profession5 courses
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Ethics and Controls for Using AI in Accounting
The limits of acceptable use, the accountant’s responsibility for the result, and a usage policy for the business.
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Confidentiality and Security of Financial Data when Using AI Tools
What may and may not be entered into AI tools, and how to protect the data of the business and its clients.
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Verifying AI Output and Reviewing It Professionally
Ways to test what AI tools produce and catch their errors before relying on it.
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The Future of the Accounting and Auditing Profession
How the profession is changing, and which roles are shrinking and which are growing.
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Digital Transformation in Finance Departments
The steps for moving a finance department to digital working: priorities, tools and preparing the team.
For specific groups4 courses
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AI for Accounting Firm Owners
Using AI tools to serve clients, organise the work and raise the firm’s productivity.
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AI for the CFO
What a CFO needs to lead the use of AI in the department and judge whether it pays off.
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AI for Small-Business Accountants
Low-cost tools that shorten the work of an accountant running the books alone.
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AI for Commerce Students and Graduates
Skills and tools that set a graduate apart when applying for a first accounting job.
Building Accounting Software with AI3 courses
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Building a Complete Accounting System with AI: From Zero to Professional
The accountant builds, with the help of AI tools, a complete accounting system ready for real use, from the chart of accounts and journal entries to the financial statements and management reports.
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Building a Point-of-Sale System Integrated with the Accounts Using AI
Building a practical point-of-sale system with the help of AI tools that manages sales, returns, the cash drawer and stock, and posts the daily sales entries to the accounts automatically.
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Building Custom Programs and Tools for Your Accounting Work with AI
The accountant turns the repetitive tasks in their work into small, accurate tools built with the help of AI, verifies their results, documents them and hands them over to the team.
Start with the course that fits you
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