AI for Accountants

4.5 CPEInformation Technology

Master AI tools to save time, reduce errors, and boost productivity in your accounting work. This beginner-friendly course teaches accountants how to use ChatGPT, Gemini, and Copilot to streamline tasks like forecasting, documentation, and fraud detection—no technical background required.

VIDEO COURSE

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About this course

Unlock the power of artificial intelligence to enhance your accounting workflows. In this practical, beginner-friendly course, you'll learn how to use AI tools like ChatGPT, Google Gemini, and Microsoft Copilot to significantly improve efficiency in your day-to-day tasks as an accounting or finance professional. Guided by a CPA with over 10 years of experience, the course covers foundational AI concepts, real-world use cases, and responsible usage practices specifically tailored to the accounting field.

You’ll discover how to draft client emails and business communications faster, summarize financial data into executive-ready dashboards, automate journal entries, and flag potential fraud risks using AI. The course also covers AI-powered forecasting, research into tax codes and regulations, and how to assess AI-generated output for accuracy and compliance. You’ll explore key ethical, privacy, and legal considerations, learn how to choose secure tools, and gain insight into how firms are using AI to reduce burnout and increase profitability.

Whether you're a CPA, bookkeeper, or finance professional, this course will help you stay ahead of the curve and make AI a powerful ally in your career.

What you’ll learn

Upon completion of this course, you will be able to:

To understand fundamental artificial intelligence (AI) concepts and architectures.
To leverage AI tools and workflows to automate routine tasks and boost productivity.
To identify and mitigate security, privacy, and ethical risks associated with AI adoption.
To design AI-augmented processes to support business processes.

Your instructor

Michael Carroll, CPA, CISA, CISM

Course content

4 lessons · 27 steps · 1h 52m of video

01LESSON 1Introduction to AI in Accounting7 items

02LESSON 2Using AI Tools in Daily Accounting Tasks7 items

03LESSON 3Managing AI Risks, Ethics, and Compliance6 items

04LESSON 4Implementing AI in Accounting Processes6 items

Locked

Final assessment

Course access is required to take this assessment.

35 questions70% to passUnlimited attempts

On course completion: 4.5 CPE and a certificate

Course details

CPE: 4.5
Field of study: Information Technology
Course level: Not specified
Delivery method: QAS™ Self Study
Prerequisites: None
Advance preparation: Not specified
Course content: 4 lessons · 27 steps
Assessment: Final assessment · 35 questions · pass 70%
Completion deadline: 365 days from enrollment
Last updated: August 2025
Registration: A Wisdify account, eligible subscription, and course enrollment are required.