This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work.

Participants will learn how to utilize ChatGPT and other AI tools to enhance

– financial analysis – We will conduct financial analysis of listed companies as well as internal data given in excel. We will use free version as well as additional tool, Bing and finally GPT 4. All these models have different capabilities and you will be able to see that.

– automate tasks, – We will showcase some simple use case to automate day to task for accountants.

– Data Analysis – We perform a simple data analysis and chart creation sample for given data.

– Create accounting guides, review internal controls – We created a sample chatbot answering accounting questions, reviewed internal control sample and also created SOP for address the issues highlighted in internal control system

Learning Objectives:

  • Understand the potential of ChatGPT and AI tools in the finance industry
  • Learn practical applications for financial analysis, task automation, data analysis, and creating accounting guides
  • Enhance efficiency and accuracy in finance-related tasks through ChatGPT
  • Gain insights into leveraging AI for reviewing internal controls

The course is designed to give you overall idea of how AI can be used with some sample usecases, Prompts that can be used.

We are continually upgrading the course to include new material in the course and you will gain access to all latest use cases on weekly basis.