Course Description
Introduction
AI is automating repetitive accounting tasks such as bookkeeping, reconciliation, and reporting. This course helps accountants adopt AI for efficiency, accuracy, and strategic contribution.
Objectives
- Learn AI applications in bookkeeping and reporting.
- Automate repetitive accounting tasks.
- Apply AI for reconciliation and financial close.
- Enhance accuracy and reduce operational costs.
Audience
- Accountants
- Finance officers
- Controllers
- Accounting clerks
5-Day Outline
Day 1: AI in Accounting
- AI applications in accounting operations
- Tools: BlackLine, Xero AI, QuickBooks AI
- Benefits of AI in efficiency & accuracy
- Case study: AI adoption in corporate accounting
- Discussion: Shifting accountant roles in AI era
Day 2: Automating Bookkeeping Tasks
- AI in journal entries and ledger posting
- Smart categorization of expenses with AI
- AI in invoice management and accounts payable
- Demo: AI-powered accounting software
- Workshop: Automating expense categorization
Day 3: AI in Reconciliation & Financial Close
- AI-assisted bank reconciliation
- Automating intercompany reconciliations
- Speeding up financial close with AI
- Case study: Fast-close accounting with AI tools
- Exercise: AI reconciliation simulation
Day 4: Reporting & Analytics with AI
- AI-powered financial reporting
- Natural language reporting (NLR) in accounting
- Visualizing accounting data with AI dashboards
- Tools for automated tax reporting with AI
- Workshop: Create AI-driven financial reports
Day 5: The Future of Accounting with AI
- The augmented accountant role
- Ethical concerns of AI in accounting
- Group project: Build an AI-automated accounting cycle
- Peer review & feedback
- Wrap-up & certification