Haufe Online Day: AI in Accounting
Contents
In three keynote presentations and breakout sessions, you’ll learn how Claude is used for financial decision-making and forecasting, how customized AI solutions are developed—including a live demo of document processing—and what managed agents are truly capable of today in terms of reporting and market monitoring. Practical, insightful, and immediately actionable.
1. Better Financial Decisions Thanks to AI:Claude for Financial Decision Making in Analysis, Forecasting, and Data Quality
Claude can analyze large volumes of financial data and reveal key patterns for businesses. Through advanced forecasting, Claude helps companies better predict revenue, costs, and market trends. With data cleansing and data-driven decision-making, Claude helps companies make more accurate and well-informed financial decisions. Our expert will show you how to use Claude for financial decision-making and discuss the current challenges.
2. “AI—But How?” Tailored AI Solutions for My Business: Examples from Accounting and Financial Forecasting, and Software Development with AI
Our expert will walk you through a live "Jaicob®" demo of fully automated document processing and chat functionality based on your company's financial data. He'll give you a preview of what's to come and discuss specific use cases with you. This isn't a one-size-fits-all solution, but rather customized AI applications for accounting—demonstrated live using real-world examples.
3. From Chatbot to Autonomous Employee: What Managed Agents Really Do for Reporting and Market Monitoring
Agent-based AI is changing the way companies collect, evaluate, and process information. Instead of simply generating answers, managed agents independently handle complex tasks. Our expert assesses where the technology stands today, which tasks can realistically be delegated, and where the limitations lie. A live competitive analysis using Claude demonstrates how an interactive reporting artifact is created in real time. You’ll gain a critical perspective that cuts through the hype and a clear understanding of which use cases actually create added value.
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
- You'll learn how AI can improve your financial decisions —you'll understand how Claude analyzes large amounts of data, identifies patterns, and provides you with well-founded forecasts—all of which you can apply directly to your daily work.
- You'll see firsthand what's already possible today —through hands-on live demos, you'll experience how fully automated document processing and AI-powered chat work in practice using real business data.
- You'll discover which AI solution is right for your business— you'll learn how to create customized AI applications for accounting—and what steps you can take on your own.
- You'll get an honest assessment that cuts through the hype —you'll understand what managed agents are actually capable of today, which tasks can be meaningfully delegated—and where the realistic limits lie.
- You'll discuss topics and network with like-minded people —in the breakout sessions, you'll bring up your own questions, exchange ideas with experts and peers, and walk away with concrete ideas.
Methods
A mix of keynote presentations, breakout sessions, and discussions.
Recommended for
Online Day is aimed at CFOs, executives, and decision-makers in accounting, managing directors, as well as IT consultants and auditors. It is particularly beneficial for anyone who wants to implement AI solutions specifically in the finance sector—regardless of their IT background. M&A professionals will also gain valuable insights into how AI can make data-driven decisions faster and more informed.
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Further recommendations for “Haufe Online Day: AI in Accounting”
Start dates and details
Wednesday, 24.02.2027
10:00 a.m. – 3:30 p.m.
Monday, June 7, 2027
10:00 a.m. – 3:30 p.m.
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Experience the benefits of online training from the comfort of your own home. Our online formats meet the highest quality standards and are in no way inferior to face-to-face events in terms of practical relevance. Learn together live online in interactive groups or digitally at a time of your choice.
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