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Automating Accounting and Bookkeeping with AI
33 students
Automating Accounting and Bookkeeping with AI
Use AI tools to simplify accounting tasks, reduce errors, and improve bookkeeping for your business.
Created bySimon Sez IT
Last updated 4/2026
English
English [Auto],
What you'll learn
- Identify common problems in everyday bookkeeping tasks.
- Recognize how AI can solve specific accounting issues.
- Select AI tools that match your business needs.
- Compare features of popular AI tools like Copilot and ChatGPT.
- Use AI to enter and organize financial data quickly.
- Automate documentation tasks such as receipts and invoices with AI.
- Generate financial reports using AI tools for better insights.
- Apply AI to speed up account reconciliation processes.
- Write clear prompts to get useful responses from AI.
- Improve the accuracy of AI results through better instructions.
- Explain the cost and privacy concerns of using AI.
- Make confident decisions when using AI in bookkeeping work.
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Course content
7 sections • 14 lectures • 1h 33m total length
Requirements
- Have a basic understanding of bookkeeping or small business finances.
- Be comfortable using a computer and navigating web-based applications.
- Have access to a stable internet connection and a browser.
- Be willing to explore free or trial versions of AI tools like ChatGPT, Gemini, and Microsoft Copilot.
Description
This course includes downloadable course instructor and exercise files to work with and follow along.
Automating Accounting and Bookkeeping with AI introduces you to the growing role of artificial intelligence in simplifying financial work. Whether you're an accountant, bookkeeper, or small business owner, this is your opportunity to explore how AI can help you work faster and smarter.
You’ll learn to use tools like Copilot, ChatGPT, and Gemini to handle tasks such as data entry, report creation, documentation, and reconciliation. The content follows the story of Sarah, a business owner navigating common accounting challenges, to help you see how AI can solve real problems. With seven structured modules, you’ll go step-by-step through key tasks and discover how to improve them with AI. You'll also get a clear understanding of the limits of AI, including concerns around cost, accuracy, and privacy.
By the end, you’ll know how to choose the right AI tools to support your business goals. You’ll also build the confidence to apply your knowledge to make better financial decisions, save time, and reduce manual errors.
What You'll Learn:
Identify common problems in everyday bookkeeping tasks.
Recognize how AI can solve specific accounting issues.
Select AI tools that match your business needs.
Compare features of popular AI tools like Copilot and ChatGPT.
Use AI to enter and organize financial data quickly.
Automate documentation tasks such as receipts and invoices with AI.
Generate financial reports using AI tools for better insights.
Apply AI to speed up account reconciliation processes.
Write clear prompts to get useful responses from AI.
Improve the accuracy of AI results through better instructions.
Explain the cost and privacy concerns of using AI.
Make confident decisions when using AI in bookkeeping work.
This course includes:
93 minutes of video tutorials
11 individual video lectures
Course and Exercise Files to follow along
Certificate of completion
Who this course is for:
- Small business owners who want to simplify their accounting processes using AI tools.
- Bookkeepers and accountants looking to enhance their workflow with AI-powered tools.
- Admin or finance staff who handle financial data entry, reporting, or documentation.
- Anyone curious about AI in finance who wants a practical, beginner-friendly introduction.