Overview
Automating Accounting and Bookkeeping with AI introduces you to the growing role of artificial intelligence in simplifying financial work. Whether you're an accountant, bookkeeper, or small business owner, this is your opportunity to explore how AI can help you work faster and smarter.
You’ll learn how to use tools like Copilot, ChatGPT, and Gemini to handle tasks such as data entry, report creation, documentation, and reconciliation. The content follows the story of Sarah, a business owner navigating common accounting challenges, to help you see how AI can solve real problems. With seven structured modules, you’ll go step-by-step through key tasks and discover how to improve them with AI. You'll also get a clear understanding of the limits of AI, including concerns around cost, accuracy, and privacy.
By the end, you’ll know how to choose the right AI tools to support your specific business goals. You’ll also build the confidence to apply what you’ve learned to make better financial decisions, save time, and reduce manual errors.
This course will teach you how to:
The following files are included in the Resources section below:
Exercise Files - Used to practice and complete the course exercises.
Course Files - Used to follow along with the instructor during lessons.
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