Streamline accounting workflows with AI tools to save time, reduce errors, and boost efficiency.
This course includes downloadable course instructor files and exercise files to work with and follow along.
What you’ll learn
- Explain how AI is transforming accounting and finance workflows..
- Recognize tasks that can be improved with automation..
- Map financial processes to identify inefficiencies and opportunities..
- Use automation tools such as Zapier, ChatGPT, and custom GPT..
- Convert unstructured financial data into accurate structured records..
- Automate data entry to reduce repetitive manual effort..
- Perform reconciliations and updates using AI-driven tools..
- Generate automated analysis to highlight patterns, trends, and anomalies..
- Design structured workflows that improve accuracy and save time..
- Evaluate risks such as cost, scalability, and potential errors..
- Implement automation strategies responsibly within accounting teams..
- Integrate technical and strategic approaches for long-term efficiency..
Course Content
- Introduction –> 4 lectures • 6min.
- AI Essentials for Accountants –> 2 lectures • 19min.
- Identifying Automation Opportunities –> 2 lectures • 12min.
- Implementing AI Solutions –> 5 lectures • 39min.
- Implementation Strategy –> 1 lecture • 7min.
- Limitations –> 1 lecture • 6min.
- Conclusion –> 1 lecture • 3min.
Requirements
This course includes downloadable course instructor files and exercise files to work with and follow along.
Automating Processes and Workflows with AI for Accounting and Finance equips you with the knowledge and tools to transform task completion. You will see how automation streamlines processes, reduces errors, and frees time for more strategic activities.
This learning experience begins with essential foundations, showing how AI is already reshaping bookkeeping and reporting in real-world settings. You will learn how to evaluate workflows, identify inefficiencies, and design systems that are structured, repeatable, and reliable. Through practical exercises, you will gain hands-on experience using Zapier, ChatGPT, and custom GPT to automate common business and financial tasks, such as reconciliations, reporting updates, and data entry.
You will also explore how to handle unstructured information, generate automated analysis, and highlight financial patterns and anomalies. Each module is designed with your professional needs in mind, ensuring direct relevance to daily challenges. Beyond technical practice, you will examine adoption strategies, scaling automation responsibly, and managing common barriers such as cost, accuracy, and learning curve.
By the end, you will have the ability to design, test, and implement automation with confidence. You will leave equipped to save time, increase accuracy, and strengthen your professional impact by focusing more on high-value work and decision-making. The skills you gain provide immediate value, while also preparing you for a future where automation plays an even greater role in the workplace.
In this course, you will learn how to:
- Explain how AI is transforming accounting and finance workflows.
- Recognize tasks that can be improved with automation.
- Map financial processes to identify inefficiencies and opportunities.
- Utilize automation tools like Zapier, ChatGPT, and custom GPT models.
- Convert unstructured financial data into accurate structured records.
- Automate data entry to reduce repetitive manual effort.
- Perform reconciliations and updates using AI-driven tools.
- Generate automated analysis to highlight patterns, trends, and anomalies.
- Design structured workflows that improve accuracy and save time.
- Evaluate risks such as cost, scalability, and potential errors.
- Implement automation strategies responsibly within accounting teams.
- Integrate technical and strategic approaches for long-term efficiency.
This course includes:
- 93 minutes of video tutorials
- 13 individual video lectures
- Course and Exercise Files to follow along
- Certificate of completion