Automating Accounting and Bookkeeping with AI

Automating Accounting and Bookkeeping with AI is designed for accountants, bookkeepers, and small business owners who want to improve financial processes using artificial intelligence. This practical guide shows you how AI can help automate routine tasks, reduce manual errors, and save time.

Through real-world examples and tools like Copilot, ChatGPT, and Gemini, you’ll explore how to simplify data entry, generate reports, manage documentation, and manage account reconciliation. The course follows the journey of Sarah, a business owner facing everyday bookkeeping struggles, to show how the right AI solutions can improve accuracy and workflow. With seven easy-to-follow modules, you’ll learn how to use AI to boost productivity without sacrificing control.

Along the way, you’ll also explore key concerns, including the cost of AI tools and data privacy issues, helping you make informed decisions. You won’t just learn how these tools work, you’ll understand when and why to use them in your own business.

By the end of the training, you’ll have the knowledge to select and apply AI tools that match your unique accounting needs. Whether you work independently or manage a team, you’ll gain skills to streamline your bookkeeping and support smarter financial choices.

In this course, you’ll learn how to:

• Identify common bookkeeping problems small businesses face.
• Understand how AI improves accounting and bookkeeping tasks.
• Choose the best AI tools for your needs.
• Compare features of Copilot, ChatGPT, and Gemini.
• Use AI to automate financial data entry.
• Generate reports quickly using AI-powered tools.
• Organize receipts and invoices with AI support.
• Speed up account reconciliation using smart AI tools.
• Write better AI prompts for useful accounting results.
• Apply AI to improve daily bookkeeping workflows.
• Explain AI costs, risks, and data privacy issues.
• Make informed decisions when using AI in accounting.

WHAT YOU GET

Certificate of Completion

• Earn a certificate each time you complete a course.
• Showcase your commitment to continuous growth and professional development.
• Impress potential employers.
• Enhance your professional profile.
• Available in PDF format to Download or Print.

INSTRUCTOR

Nida Naguib

Meet Nida, your passionate and dedicated guide in the dynamic world of investment research and sustainability! With over a decade of experience in educational content development, Nida is driven by an unwavering commitment to empower finance professionals and propel them to new heights of success. Nida’s expertise goes beyond the conventional. She is a specialist in transforming workflows and enhancing productivity, utilizing cutting-edge tools like Generative AI, Excel, and LLMs to streamline processes and unlock efficiency. Far from a typical consultant, she is a respected leader in her field, with prestigious credentials including a CFA Charter and ACCA membership. Join Nida on this transformative journey as she shares her wealth of knowledge, helping you achieve financial excellence while embracing sustainable success. Whether you're optimizing your workflow or diving into the complexities of investment research, Nida’s approach will inspire and elevate your career.