Artificial Intelligence (AI) for Accounting and finance 2025
About Course
Learn and Master Gen-AI tools to enhance your career progress.
Course Content
Introduction (AI) for Accounting and finance 2026(Must Watch)
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course content
06:10 -
Tuts and Work sheet download
05:56 -
Assignment and Certificate(Watch Tab 15 & 16 for Details)
Module 0.Create Your GEN- AI tools for practical.
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course materials
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Chat GPT Account creation
08:35 -
Chat GPT interface introduction
14:39 -
Claude AI account creation
02:40 -
Gamma AI Account Creation
03:39 -
Gemini AI login Creation
01:03 -
Notebooklm
04:47
Module 1: Introduction to AI in Accounting
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Lesson Materials and tute
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History of Accountants using Technology
06:03 -
Human Intelligence and artificial intelligence use in Accounting
14:21 -
Three types of artificial intelligence in accounting
18:22 -
AI,ML,DL Real world Accounting Application introduction
17:10 -
ML & DL use in Accounting and finance
07:25 -
AI-ML-DL use cases of AI in Accounting
07:56 -
Robotic process automation (RPA) in Accounting
04:54 -
Natural Language processing (NLP) in Accounting and finance
05:44
Module 2: AI in Accounting sector
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course materials and Tute
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What is the Generative AI in Accounting sector
09:35 -
The role of gen AI in modern Accounting and finance
10:56 -
How Gen AI in reducing manual workload and human error in accounting and finance
06:18 -
Leading Gen AI tools
07:16 -
Specialized AI tools for Accountant
08:56 -
Integrating Gen AI tools with Excel ,Google sheet, ERP systems
06:52 -
How to create AI accounting system with CHATGPT
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How to link AI tools with Accounting system(ChatGPT+QB)
Module 3: Prompt Engineering in AI for Accounting
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course materials and tute
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Prompt Engineering in Accounting and finance
25:52 -
Prompt Engineering Real Examples asks from AI
23:32 -
Prompt Engineering Format and Output
20:42 -
Prompt Engineering Format and Output real accounting Examples
05:45 -
Tips for prompt Engineering for Accounting and finance
08:02
Module 3.1 : Accounting workflow mapping & AI entry point
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Workflow mapping Course materials
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Workflow mapping-Introduction
00:00 -
Wokflow mapping- Map ur weekly workflow-practical 01
00:00 -
workflow mapping-Priortize AI entry point
00:00 -
workflow mapping -Find ur AI entry point-practical 2
00:00 -
Workflow mapping-Automation vs Augmantation
00:00
Module 3.2 : Workflow design with AI
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Workflow Design- Introduction
00:00 -
Works flow design-Identify workflow layers
00:00 -
workflow design- Workflow layers with AI tools
00:00 -
Course materials
Module 4: AI For Finance Data Mgt
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course materials and Tute
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AI driven data Analyze introduction
08:33 -
AI driven data Analyze -Predictive analyze
08:32 -
AI driven data Analyze –Anomaly detection
09:46 -
AI driven data Analyze – Robotic process Automation
07:19 -
AI driven data Analyze –Sentimental Analyze
05:55 -
AI driven data Analyze – Data Visualization for Finance reports
04:12 -
Overdue analyze with Excel
06:31 -
Bank statement vs GL comparison with Excel
06:54 -
Trail Balance match check with Excel using AI
04:02 -
VLOOKUP vendors
07:30 -
Variance analyze with ChatGPT and Excel
10:41 -
sales analyze with Gemini AI
00:00
Module 5: AI Automated data entry System
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course materials
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AI Automated Data entry system introduction
08:31 -
Automated invoice Generation (Sales invoice & Purchase invoice)
11:31 -
Sales invoice Automation(for customer invoicing)
13:42 -
Purchase order,GRN,Purchase invoice 03-way matching (for purchase invoice)
12:11 -
Automated GL coding system and mapping
21:15 -
Track Expenses
23:01 -
Automated payroll system introduction
13:42 -
Practical payroll with AI
14:19
Module 6: Financial statements creation in AI
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course materials
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Chart of Account creation with AI introduction
06:18 -
Chart of Account creation with AI(COA)
07:41 -
Chart of Account and Account list with AI
07:27 -
Journal Entry system with AI
07:42 -
Ledger Accounts and Trail balance with AI
11:09 -
Income statement & Financial position statement with AI
10:19 -
Track cash flow with AI 1
10:06 -
Track cash flow part 02
06:01
Module 7: Financial Statement Analyze in AI
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course materials
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Financial statements analyze in AI introduction
09:05 -
Income statements analyze with AI
18:36 -
Financial position statement analyze in AI
16:57
Module 8: Finance presentation using Gamma
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course materials
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Finance presentation introduction with GAMMA tool
01:26 -
Creating financial presentation with Gamma
17:18 -
Monthly management reports presentation using Gamma
06:22 -
Audit summery report creation with Gamma
03:35
Module 9: AI forecasting and Budgeting
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course materials
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Budgeting and forecasting with AI
11:22 -
Simple budget and advanced budget creation with AI
08:20 -
Advanced budget planning with AI
05:27 -
Track actual vs Budget
04:56 -
Budget creation with Few years data
14:45
Module 10: AI and Visual Analyze in Accounting
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course materials
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How to install Claude AI tool
02:39 -
Financial performance analyze with Claude AI system
11:21
Module 11: AI in Audit and Compliance
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course materials
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AI in Auditing and Compliance introduction
18:11 -
Gen AI tools in internal Audit planning and Execution process
01:12 -
Internal Audit planning process with AI introduction
04:05 -
internal Audit planning -Risk Based planing
06:35 -
Internal Audit planning -Universe Development
03:52 -
Internal Audit planning-Audit charters &program creation
08:27 -
Internal Audit Excution
12:24 -
Internal Audit documentation and Reporting with GEN AI
06:33 -
Auditing Narrative creation using GEN AI
06:23 -
checklist creation with GEN AI
06:05 -
Technology use for Audit narratives and Checklists
03:55
Module 12: AI in Tax Management
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course materials
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AI use in Tax management introduction
05:06 -
Step by step guild to creation AI enabled tax management
12:02 -
Tax automated data entry and classification
11:18 -
VAT return with AI
08:05
Module 13: AI for Decision Support Systems
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course materials
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Practical application and strategical thinking in AI
09:36 -
Operationally vs Strategically thinking in AI
05:29 -
Generate idea & Brainstorm in AI for Accounting
07:21 -
Solve business problems in AI for Accounting
11:48 -
Create AI powered Financial Professional And Accounting Agent
10:51 -
build your AI power Financial Professional (FP)
11:45 -
Build your AI power Accounting Agent
00:12
Module 14: AI in client advisory services
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course materials
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What is personalized financial advice in AI
20:01 -
SME budgeting advice with AI
20:02 -
Personalized tax advice with AI
09:02 -
Investment advice with AI
06:43 -
Predictive client Analyze with AI
16:41 -
AI tools for enhancing client interactions in Accounting
23:40 -
AI for client communication
09:57 -
AI for client communication 02
06:25
Module 15.Notebooklm For Accounting & Finance
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notebooklm-introduction
01:06 -
Notebooklm-preparation and Overview
04:47 -
Financial analysis and Automated insight video 01
02:42 -
Financial analysis and Automated insight video 02
05:49 -
notebooklm-AI study assistance
04:56 -
Notebooklm-VAT ACT Analyze for decision making
10:40
Module 16: Grammarly AI for Accounting and Finance works
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Course materials PDF
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start Grammarly AI with Link
01:15 -
Install process Grammarly AI
05:50 -
start Grammarly AI for Accounting works
01:51 -
Grammarly AI – Audit Report
10:19 -
Grammarly AI – Board paper
10:21 -
Grammarly AI – Email Writing
05:04
Module 17: Notion AI for Accounting and finance
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course materials
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Notion AI-Start and login
04:32 -
Notion AI-Dash bord creation introduction
06:47 -
Notion AI-Start To build your dashbord
07:02 -
Notion AI-build your 1st table of task tracker
09:09 -
Notion AI-Add your day to day tasks,status,priority,due dates
09:41 -
Notion AI-How to operate ur Tasks tracker
Module 18: Canva AI for Accounting and finance
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Course materials pdf
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Canva introduction
01:49 -
canva Free link for login
00:48 -
financial presentation using canva
07:58 -
financial statements ppt video
06:23 -
Analyze Excel data with Canva
16:49 -
Canva Invoice creation
04:53 -
Canva KPI Dashbord
07:01 -
Canva client proposal
04:14
Module 19: Dext AI for Accounting
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course material 01- o1 bill
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course materials -05 bills
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DEXT AI-Start and login
02:51 -
DEXT AI-System overview
03:02 -
DEXT AI-Extract supplier bill-one bill
10:19 -
DEXT AI-Extract bulk bill-05 bills
09:43
Module 20: Otter.AI for Accounting
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Otter AI- Course materials-Download this zoom video
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Otter AI- Start and login
03:49 -
Otter AI- Meeting minutes for Zoom meeting
09:10
Module 21 : Assignments and MCQ paper for AI for Accounting & Finance course
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Practical Assignment
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assignment sent email : assingmentltc@gmail.com
Module 21: Get Your Printed Certificate
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Assignments video
04:42 -
send your assignment to : assingmentltc@gmail.com
Bonus: Capital investment analyze in AI
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course materials(Excel)
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Payback/Discounted pay back/NPV/IRR
08:32
Bonus: Time value of money calculation
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course materials(excel)
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FV/PV/PV Annuity/FV Annuity
11:04
Bonus: Depreciation calculation in AI
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course materials(excel)
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Depreciation with Straight line method
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Depreciation with Decline balance method
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Depreciation with Sum of years digits method
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Depreciation with Variable Decline method
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