AI for Accountants - Fundamentals

Descripción

This is an AI for Accountants course, built by a fully qualified Chartered Accountant with 15+ years of real-world experience in finance and transformation. It is for Accountants and finance professionals who wants to use AI on everyday tasks with no coding or data science background. We start from the ground up: why AI matters for accountants specifically, and how to get genuinely useful results instead of vague, generic answers. You'll learn frameworks to better Prompt in AI tools that turns a rough request into clear, review-ready output — the single most important skill for working with AI well. From there, you'll put it to work on real accounting tasks. You'll use Claude to · help with the month-end close, · prepare and explain financial statements, · draft clear commentary and summaries, and; · speed up the routine, repetitive work that eats your time — all while keeping a human eye on every number. The guiding principle throughout is simple: the AI helps you prepare and draft; you stay in control and review everything before it counts. By the end, you'll be comfortable using Claude confidently in your finance workflow, you'll know exactly how to prompt it for reliable results, and you'll have a solid foundation to build on. It's the essential first step before moving into more advanced automation and AI agents.

Lo que aprenderás

• Write effective prompts that produce accurate, reliable outputs for finance professionals.
• Prepare financial statements (P&L, Balance Sheet Cash Flows), FP&A analysis, prepare board backs using Claude AI
• Use AI tools to automate routine accounting tasks — summarizing financial documents and performing variance analysis
• Enhance thinking on how to use AI better for everyday finance tasks

Requisitos

• No pre-requisite. It is for Finance professionals at all levels.