AI for Accounting Automation
Overview
Much of accounting work is repetitive: matching, coding, reconciling and preparing standard reports. This course shows accountants how AI and automation can take on these tasks, speed up the month-end close and improve accuracy, while strengthening controls rather than weakening them.
Who should attend
Accountants, accounts payable and receivable teams, financial controllers, and shared services managers.
Training methodology
Interactive presentations, live demonstrations of AI tools, hands-on exercises using participants' own work examples, case studies, group discussion, and a personal action plan.
Objectives
By the end of this course, participants will be able to:
- Identify accounting processes suited to AI and automation
- Automate invoice processing and reconciliations
- Accelerate the period-end close
- Maintain strong controls in automated processes
- Plan the changing role of the accounting team
Course outline
Day 1Automation in Accounting
- The automated finance function
- Process candidates
- Tools overview
- Current-state review
- Controls risk assessment
- Change impact on the team
Day 2Payables and Receivables
- Invoice capture with AI
- Matching and approvals
- Collections and cash application
- Demonstration
- Supplier queries and statements
- Exception reports
Day 3Reconciliations and Journals
- Automated bank reconciliations
- Exception handling
- Recurring journals
- Hands-on exercise
- Intercompany reconciliations
- Fixed asset registers
Day 4The Faster Close
- Close calendar redesign
- AI for commentary and reporting
- Analytical review
- Case study
- Management reporting packs
- Close checklist
Day 5Controls and the Future Team
- Controls in automated processes
- Audit readiness
- Skills for future accountants
- Action plan
- Segregation of duties
- Implementation roadmap
