Learn AI for real bookkeeping work.
Use ChatGPT, Claude, Gemini, Perplexity and NotebookLM for bills, account coding, journal entries, reconciliations, client communication and everyday bookkeeping work.
Use AI across your bookkeeping workflow.
Learn where AI can actually save time, how to give it the right information, and how to review its output before using it in real bookkeeping work.
Read bills, receipts & invoices
Use AI to extract and organise important information from bookkeeping documents more efficiently.
Support account coding
Use AI to analyse transactions, suggest classifications and support expense coding decisions.
Prepare journal-entry suggestions
Generate structured journal-entry suggestions and review the debit and credit logic before using them.
Support reconciliation & review
Use AI to organise reconciliation differences, investigate possible issues and support month-end review work.
Improve client communication
Draft professional follow-ups, accounts receivable and payable messages, checklists and bookkeeping SOPs.
Use the right AI tool for the task
Understand where ChatGPT, Claude, Gemini, Perplexity and NotebookLM can fit into different bookkeeping workflows.
Learn AI through actual bookkeeping tasks.
Start with a bookkeeping task, give AI the right context, generate a useful first draft and then review the result using your own accounting judgement.
Start With the Task
Begin with an actual bookkeeping problem to solve.
Give AI Context
Provide the information and instructions AI needs.
Generate the First Draft
Use the right AI tool to prepare structured output.
Review the Output
Check the accounting logic, accuracy and missing information.
Use It Safely
Apply professional judgement before using AI-assisted work.
Bring AI into the bookkeeping work you already do.
Learn practical AI workflows for documents, account coding, journal entries, reconciliations, client communication and month-end work.