AI in Accounting
Targeted Use of Generative AI in Document Processing, Posting, and Reporting
Basics: Generative AI in Accounting
- How Current Language Models (ChatGPT, Copilot, Claude) Work and Their Capabilities.
- In what areas of accounting is AI already delivering measurable benefits today?
Working Effectively with AI: Prompt Engineering
- Formulate reliable prompts for accounting tasks.
- From a single prompt to a reusable template (megaprompts, threads).
Automate Postings and Documents
- Document processing and validation of accounting entries.
- AI-powered accounts receivable management: from open items to preparing reminders.
Analyses and Reports
- Prepare and comment on financial reports.
- Calculate and prepare key figures for monthly and annual financial statements.
Cash Flows and Unusual Transactions
- Analysis of cash flows and identification of suspicious transactions.
- Pattern recognition in account and transaction data for the early detection of irregularities.
Data Protection, Compliance, and Responsibility
- What data may be transferred to AI systems, and in what form?
- Confidentiality, copyright, and the review, approval, and documentation of AI results.
Outlook
- Upcoming developments at the intersection of accounting, data analysis, and AI.
Note:
Having your own ChatGPT, Claude, or Copilot account is strongly recommended. In general, you can participate in the " training event " even without an account.
If you decide to create an account to get hands-on experience during the training event , please sign up for one of the services on your own. In doing so, you must accept the terms of service for that service. To get the most out of the content on training event , we recommend purchasing a paid membership for the duration of the training event.
If you use business e-mail email addresses, please check with your data protection officers beforehand. We also recommend that you do not enter any personal data into AI services.
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
- You'll learn how to use generative AI specifically for accounting tasks.
- You can streamline routine tasks in document and posting processing.
- You'll create reports, comments, and analyses with AI support.
- You systematically identify and evaluate anomalies in payment transactions.
- You'll learn how to use AI tools in a way that complies with data protection and compliance regulations.
Presentation of practical cases and exercises.
Accounting and finance professionals and managers who wish to use generative AI in their area of responsibility. Particularly suitable for balance sheet and financial accountants, as well as accounts receivable and accounts payable employees s. Entry-level accounting professionals. No prior experience with AI is required.
- Customized training courses
- Direct application in practice
- Efficient use of time and resources