← AI Academy
AI for accountants
A practical course for accountants: the AI basics every professional needs plus a module on the tasks, tools and prompts of your job.
Who it is for: Accountant · Free · no sign-up
Course content
0 of 5 completed- 1How ChatGPT works — without the maths6 min
- 2How to check whether AI is telling the truth5 min
- 3What never to share with AI5 min
- 4Prompting for work: roles, examples, structure7 min
- 5Your profession module8 min
Exam and certificate12 questions · 80% for the certificate
Go to the examModule: AI in your profession
Accountant
AI takes over data entry, reconciliation drafts and reporting prose — judgement, compliance and client trust stay with you.
Your tasks and AI
- Reading invoices and receiptsOCR and AI extraction turn scans into structured data.AI can do most of it
- Explaining figures to clientsAI drafts plain-language summaries you check and send.AI assists, you decide
- Spreadsheet formulas and analysisAssistants write formulas, pivot logic and variance explanations.AI can do most of it
- Tax and legal judgementAI can research, but responsibility and interpretation stay human.Stays human
- Month-end process automationWorkflow tools move data between bank, ERP and reports.AI assists, you decide
Four prompts for your profession
Explain a variance
Fill in the brackets — or leave them and fill them in the chat
Your prompt · 1 field(s) still empty
You are a senior accountant. Here are this month's and last month's figures: [PASTE]. Identify the 5 biggest variances, give the most likely business reason for each, and list what I should verify in the books. Present it as a table, then a 3-sentence summary for management.Don’t paste personal data of others — or clean it first with Clean before AI. →
Excel formula builder
Fill in the brackets — or leave them and fill them in the chat
Your prompt · 3 field(s) still empty
I work in Excel [VERSION]. Columns: [DESCRIBE COLUMNS]. I need a formula that [GOAL]. Give the formula, explain each part in one line, and show one example with sample values. Warn me about edge cases (empty cells, text, dates).Don’t paste personal data of others — or clean it first with Clean before AI. →
Client email about missing documents
Fill in the brackets — or leave them and fill them in the chat
Your prompt · 3 field(s) still empty
Write a polite but firm email to a client asking for these missing documents: [LIST], needed by [DATE] for [PURPOSE]. Keep it under 120 words, include a short checklist, and end with a clear next step.Don’t paste personal data of others — or clean it first with Clean before AI. →
Month-end checklist
Fill in the brackets — or leave them and fill them in the chat
Your prompt · 2 field(s) still empty
Create a month-end closing checklist for a [COMPANY TYPE] using [SOFTWARE]. Group tasks by day (D+1 to D+5), give an owner role for each, and mark which steps could be automated.Don’t paste personal data of others — or clean it first with Clean before AI. →
Review the tasks and try at least one prompt on a real task — then mark the module as done.
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