What you'll learn

You'll learn about the basics of Gen AI, what it is, what it can and can't do, hype versus capability, technical capabilities, and common pain points
You'll learn about how to work with Gen AI, prompting, using Gen AI for various types of tasks, structuring work, and evaluating errors/hallucinations
You'll learn about processing transactions with Gen AI, automating revenue recognition, expense categorization, and reconciliations
You'll learn about forecasting with Gen AI, automating closings, accounting report generation, and risk identification

Course content

5 sections • 30 lectures • 3h 33m total length

Course Intro1:44

Module Intro3:38
Where We Are16:50
Contextualize the current state of GenAI by understanding foundation models, their uneven impact on work, and the cognitive, emotional, and organizational shifts they introduce.
What Gen AI Can Actually Do17:26
Classify GenAI use cases by usefulness and risk, distinguishing tasks where it reliably augments work from those where it produces shallow reasoning, instability, or dangerous errors.
How Gen AI Changes Work16:58
Evaluate how GenAI changes professional work by shifting effort from execution to automation, requiring structured reasoning, orchestration, and new validation responsibilities.
Technical Aspects of Gen AI30:02
Understand the technical foundations of GenAI systems—including models, context, embeddings, and hallucinations—to better interpret outputs, limitations, and failure modes.
Common Pain Points23:00
Identify common organizational and human pain points in GenAI adoption, including unrealistic expectations, workflow misalignment, trust erosion, and cognitive degradation.
The AHEADS Model1:35
Module Outro2:14
Role Play: Teaching Gen AI Literacy

Module Intro1:59
Overview10:19
Identify the best use cases to apply Gen AI to in processing various transactions, major Gen AI pros and cons for them, as well as the major risks and specific hallucinations to mitigate.
Selected Use Cases0:15
Gen AI Revenue Recognition9:41
Apply Gen AI to recognizing revenue from contracts, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Revenue Recognition0:26
Gen AI Expense Categorization10:03
Apply Gen AI to categorizing expenses, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Expense Categorization0:28
Gen AI Reconciliation8:41
Apply Gen AI to reconciling transactions, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Gen AI Reconciliation0:29
Module Outro1:30
Role Play: Explaining Implementation of Gen AI for Transaction Processing

Module Intro2:13
Overview11:34
Identify the best use cases to apply Gen AI to in forecasting, major Gen AI pros and cons for them, as well as the major risks and specific hallucinations to mitigate.
Selected Use Cases0:16
Gen AI Closings11:02
Apply Gen AI to perform closings, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Closings0:33
Gen AI Accounting Report Automation10:41
Apply Gen AI to automate accounting reports, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Report Automation0:30
Gen AI Risk Identification14:53
Apply Gen AI to identify financial risks and anomalies, restructuring the current workflow, automating various steps, identifying where human validation is most needed, where can gains can be obtained, and prompting effectively.
Workflow Example: Risk Identification0:31
Module Outro2:19
Role Play: Explaining Implementation of Gen AI for Financial Forecasting

Requirements

A basic understanding of accounting and finance is required
No prior knowledge of Generative AI is required, although it naturally enhances learning if you possess it

Description

ACCOUNTING FOR THE IMPACT OF GEN AI

Gen AI is disrupting various industries. Among which, accounting and finance.

Learning to quickly learn how to use Gen AI, and integrate it into workflows, becomes crucial for any accounting professional.

But not just integrating it naively - integrating it realistically, aware of its drawbacks, and still obtaining results. Knowing what to use it for, and what to avoid using it for.

So what can we automate, in accounting, with Gen AI?

That's what we'll go through in this course.

LET ME TELL YOU... EVERYTHING.

Some people - including me - love to know what they're getting in a package.

And by this, I mean, EVERYTHING that is in the package.

So, here is a list of everything that this course covers:

You'll learn about Gen AI literacy. How it's impacting the world right now, the 3 tiers of Gen AI tasks, what is hype and what is true capability, how Gen AI changes work and workflows, basic technical aspects of models (parameters, context window, embeddings and vectorization, etc), common pain points, and more;
You'll learn about working with Gen AI. The right frame to adopt, the basic components of prompts and how to do prompt engineering, the major modes of working with Gen AI (interfaces, embedded in programs and/or agents), structuring reasoning (including common structures like chains, loops, validation loops), the major types of errors and how to vet them (hallucinations, insufficient outputs, untable outputs, biases), the uncanny and weird effects of using Gen AI (editor syndrome, the "Gendela Effect", etc), key principles to adopt Gen AI at work, and "problems at the joints" (when individual outputs work, but they don't fit together);
You'll learn about how to perform various activities, within transaction processing, with Gen AI. How to automate the recognition of revenue, how to automate expense categorization, and how to automate transaction reconciliation with LLMs;
You'll learn about how to perform various activities, within financial forecasting, with Gen AI. How to automate closings, how to automate report generation, and how to automate financial risk identification with LLMs;

MY INVITATION TO YOU

Remember that you always have a 30-day money-back guarantee, so there is no risk for you.

Also, I suggest you make use of the free preview videos to make sure the course really is a fit. I don't want you to waste your money.

If you think this course is a fit, and can take your knowledge of dealing with change to the next level... it would be a pleasure to have you as a student.

See on the other side!

Who this course is for:

Accounting professionals that aim to integrate Gen AI for efficiency
Any professional that wants to automate specific accounting, or finance operations, with the aid of Gen AI

What you'll learn

Explore related topics

Course content

Course Intro1 lecture • 2min

Gen AI Literacy9 lectures • 1hr 52min

Gen AI Transaction Processing11 lectures • 44min

Gen AI Financial Forecasting11 lectures • 55min

Course Outro1 lecture • 2min

Requirements

Description

Who this course is for: