ChatGPT for Accounting and Auditing with Excel

Participants will learn how to use ChatGPT alongside Excel to boost productivity, accuracy, and efficiency in their accounting practices.
Duration: 1 Day
Hours: 3 Hours
Training Level: All Levels
Batch Three
Tuesday, October 29, 2024
12:00 PM - 03:00 PM (Eastern Time)
Batch Four
Tuesday, November 19, 2024
12:00 PM - 03:00 PM (Eastern Time)
Batch Five
Wednesday, December 11, 2024
12:00 PM - 03:00 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

"ChatGPT for Accounting with Excel" is a practical course designed to help accounting professionals enhance their use of Excel by integrating ChatGPT. This course demonstrates how ChatGPT can assist in performing complex accounting tasks, automating processes, and improving data analysis and financial reporting. Participants will learn how to use ChatGPT alongside Excel to boost productivity, accuracy, and efficiency in their accounting practices.

Course Objective:

  • Understand ChatGPT and Excel Integration: Gain a comprehensive understanding of how ChatGPT can be used with Excel to enhance accounting tasks.
  • Automate Accounting Processes: Learn how to use ChatGPT to automate routine accounting tasks in Excel.
  • Enhance Data Analysis: Discover ways to leverage ChatGPT for advanced data analysis and financial reporting.
  • Improve Accuracy and Efficiency: Utilize ChatGPT to reduce errors and improve the efficiency of accounting workflows.
  • Streamline Financial Reporting: Explore methods to use ChatGPT to create and manage financial reports in Excel.

Who is the Target Audience?

  • Accountants: Professionals looking to enhance their Excel skills with AI-driven tools.
  • Financial Analysts: Interested in improving their data analysis and reporting capabilities.
  • Accounting Managers: Seeking to optimize their team’s productivity and efficiency.
  • Auditors: Looking to streamline audit processes and improve accuracy.
  • Accounting and Finance Students: Aspiring professionals aiming to gain a competitive edge by learning advanced tools and techniques.

Basic Knowledge:

  • No previous knowledge of any tool or software is required to take this course, as we will cover everything from the beginning. 

Curriculum
Total Duration: 3 Hours
Introduction to ChatGPT and Excel

  • Overview of AI and ChatGPT  
  • Key features and capabilities of ChatGPT  
  • Generating VBA code for Excel  

Automating Accounting Processes

  • Using ChatGPT to automate data entry and calculations  
  • Streamlining reconciliation and closing processes  
  • Automating invoice and expense management  

Enhancing Data Analysis

  • Analysing financial data with ChatGPT and Excel  
  • Creating advanced financial models  
  • Generating insights from large datasets  

Improving Accuracy and Efficiency

  • Reducing errors with ChatGPT-assisted checks  
  • Enhancing data consistency and accuracy  
  • Optimizing accounting workflows  

Streamlining Financial Reporting

  • Creating financial statements and reports with ChatGPT and Excel  
  • Automating report generation and distribution  
  • Customizing reports to meet specific requirements  

Practical Applications and Case Studies

  • Real-world examples of ChatGPT in accounting with Excel  
  • Success stories and best practices  
  • Interactive exercises and hands-on projects  

Advanced Techniques for Accountants

  • Using ChatGPT with other accounting tools and software  
  • Customizing ChatGPT for specific accounting needs  
  • Scaling ChatGPT usage in larger accounting teams  

Future Trends and Developments

  • Emerging trends in AI and accounting  
  • Future capabilities of ChatGPT and Excel integration  
  • Preparing for the next wave of AI innovations