ChatGPT for Accountants: 50+ Use Cases

This course will explore the use of ChatGPT and artificial intelligence chatbot technologies in the accounting profession. Participants will learn how to utilize ChatGPT to automate tasks, improve efficiency and accuracy, and provide real-time support to clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Presented by Garrett Wasny, MA, CMC, CITP/FIBP

This course is ideal for accountants and other financial professionals who are looking to incorporate ChatGPT and artificial intelligence chatbot technologies into their work.

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

• Identify the basics of ChatGPT and artificial intelligence chatbot technologies
• Use ChatGPT to automate tasks and improve efficiency in the accounting profession
• Utilize ChatGPT to improve accuracy and reduce the risk of mistakes in financial records
• Supply real-time support to clients using ChatGPT
• Generate financial reports using ChatGPT
• Use ChatGPT to automate tax return preparation and financial planning
• Deliver guidance on financial decision making using ChatGPT

Major topics covered in this course include:

• Introduction to ChatGPT and artificial intelligence chatbot technologies
• Automating frequently asked questions and the onboarding process
• Verifying and reviewing financial records
• Providing real-time support to clients
• Generating financial reports
• Automating tax return preparation and financial planning
• Providing guidance on financial decision making

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