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Automating Accounting and Bookkeeping with AI
on-demand course

Automating Accounting and Bookkeeping with AI

with Simon Sez IT
July 2025
Intermediate
1h 30m
English
Simon Sez IT
Closed Captioning available in German, English, Spanish, French, Italian, Japanese

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:

  • Identify common problems in everyday bookkeeping tasks.
  • Recognize how AI can solve specific accounting issues.
  • Select AI tools that match your business needs.
  • Compare features of popular AI tools like Copilot and ChatGPT.
  • Use AI to enter and organize financial data quickly.
  • Automate documentation tasks such as receipts and invoices with AI.
  • Generate financial reports using AI tools for better insights.
  • Apply AI to speed up account reconciliation processes.
  • Write clear prompts to get useful responses from AI.
  • Improve the accuracy of AI results through better instructions.
  • Explain the cost and privacy concerns of using AI.
  • Make confident decisions when using AI in bookkeeping work.

  • 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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    Publisher Resources

    ISBN: 10259SIMONSEZIT