AI FAQs for Accountants

Overview

This course provides a concise overview of artificial intelligence and its transformative impact on the accounting profession. As we move into 2025, AI technologies are reshaping traditional accounting tasks while creating new opportunities for strategic advisory services. Participants will explore how AI differs from traditional software, understand various AI applications in accounting, and develop strategies to leverage these technologies while maintaining the essential human elements that clients value most.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• Fundamentals of AI and how it differs from traditional accounting software
• Generative AI, AI agents, and embedded AI applications in accounting
• AI-powered automation for routine accounting tasks and workflows
• Data security and privacy considerations in digital accounting environments
• Strategies for maintaining client relationships while embracing automation
• Future trends including frontier AI models and embodied AI (robotics)
• Practical implementation of AI tools in accounting practice management

Prerequisites

Basic familiarity with accounting processes and software is recommended, though no specific technical or programming knowledge is required.

Designed For

This course is designed for accounting professionals who want to understand AI’s impact on their profession and develop strategies to leverage these technologies for competitive advantage while addressing client needs in an increasingly automated landscape.

Objectives

After attending this presentation, you will be able to...

• Assess the differences between traditional software and AI technologies in accounting
• Identify specific applications of AI that can enhance accounting workflows and services
• Evaluate current accounting processes to determine opportunities for AI enhancement
• Develop strategies to balance automation with maintaining valuable client relationships
• Apply AI-driven approaches to offer higher-value advisory and strategic services
• Create a framework for continuous learning and adaptation to emerging AI technologies
• Analyze the unique value human accountants bring in an AI-augmented profession

Preparation

None