Course Overview

Automating Processes and Workflows with AI for Accounting and Finance introduces you to practical ways of applying technology to modern financial work. You will explore how automation reduces repetitive tasks, strengthens accuracy, and supports better decision-making.

This learning experience begins with the foundations of automation, presenting real-world examples of how AI is already reshaping bookkeeping and reporting. You will learn how to evaluate workflows, spot inefficiencies, and design structured systems that are both repeatable and reliable. With firsthand practice, you will apply tools such as Zapier, ChatGPT, and custom GPT to simplify common tasks like data entry, reconciliations, and reporting updates.

Throughout the modules, you will gain strategies for scaling automation while considering costs, limitations, and adoption challenges. You will also build an understanding of how to manage accuracy, minimize errors, and ensure responsible use of AI within teams.

By the end, you will not only know how to design and evaluate automation, but also how to implement it thoughtfully in your professional environment. This experience equips you to save time, improve accuracy, and focus on higher-value activities that strengthen your role.

Learning Objectives:

In this course, you will learn how to:

• Explain how AI is changing accounting and finance tasks.
• Identify workflow inefficiencies and propose automation opportunities.
• Map financial processes to design efficient structured workflows.
• Automate routine tasks using Zapier, ChatGPT, and custom GPT.
• Transform unstructured data into accurate structured financial records.
• Generate automated financial analysis that highlights trends and anomalies.
• Implement automation strategies that improve accuracy and save time.
• Evaluate challenges such as cost, scalability, and error management.