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AI for Accountants

23 Lessons
CPEs 4.5
Information 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.

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Course Description

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.

In this course, you'll learn...

Course Objectives

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.

How you'll apply these skills...

Draft Client Communications with AI: Use tools like ChatGPT and Copilot to quickly generate professional emails, memos, and reports with the right tone and context.

Summarize Complex Data: Convert financial tables and spreadsheets into plain-English insights that clients and executives can easily understand.

Automate Journal Entries and Classifications: Leverage AI to auto-suggest GL codes and prefill recurring entries, reducing manual effort and errors.

Detect Anomalies and Fraud Risks: Use AI to scan for duplicate invoices, unusual patterns, and outliers in large financial datasets.

Forecast with Confidence: Apply AI to historical data to project future revenue trends and improve budgeting accuracy.

Course Instructor

Michael Carroll, CPA, CISA, CISM

Michael is an accounting and information security professional. He is also an Adjunct Professor at several higher education institutions, where he is responsible for teaching various accounting and information technology courses.

Michael earned his MBA in Accounting and B.S. in Accounting / Accounting Information Systems from Canisius University. Additionally, Michael is a Certified Public Accountant (CPA) and a Certified Information Systems Security Professional (CISSP). Michael is a current member of the NYCPA’s Education Committee and has been an Advisory Board Member for the Academy of Finance (AOF) since 2020.

Michael enjoys traveling, hiking, and watching the Buffalo Bills. He has also participated in several marathon events.

Course Content

Final Exam: AI for Accountants

Additional Info

Format

5-20 min. videos, 2 quizzes, and a final assessment

Field of study

Information Technology

CPE Credits

CPEs 3.0

Prerequisites

None

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.