Course Overview

Automating Accounting and Bookkeeping with AI is designed for accountants, bookkeepers, and small business owners who want to simplify financial tasks using the right AI tools. You’ll explore how AI is changing bookkeeping and how it can work for your business and not against it.

With practical examples and guided lessons, you’ll learn how tools like Copilot, ChatGPT, and Gemini can save time, reduce errors, and improve daily workflows. Each module builds your skills, from prompt writing to automating reporting and reconciliation. You’ll also learn what AI can’t do, so you can make smarter choices. Finally, you’ll be able to choose and use AI tools that match your needs, making your work faster, easier, and more accurate.

Learning Objectives:

In this course, you will learn how to:

• Identify common bookkeeping challenges faced by businesses.
• Choose AI tools that suit specific business needs.
• Use AI to automate basic bookkeeping tasks.
• Create financial reports using AI-powered tools.
• Apply prompt engineering to improve AI results.
• Explain the risks and limits of using AI.