Course Name: Bookkeeping With ChatGPT: Automating Daily Tasks With Real Client Examples
CPD Hours: 2
Type: Online/Video
Price: $120 $108
Description:
In today's fast-paced bookkeeping environment, clients expect faster turnaround times, cleaner records, and more proactive insights-yet most small firms are still overwhelmed by manual tasks, messy documents, and constant follow-ups. Bookkeeping With ChatGPT: Automating Daily Tasks With Real Client Examples is a practical, hands-on CPD course designed to help bookkeepers, accountants, and small practice owners use AI to transform their daily workflow.
This course goes beyond theory. You'll learn step-by-step how ChatGPT can automate bank-feed categorization, draft clean vendor bills, reconcile transactions, identify errors, generate financial commentary, and even craft professional client communications. Each topic includes real client scenarios that show precisely how to structure prompts, how to review AI-generated work, and how to ensure every output remains accurate, secure, and audit-ready.
Participants will discover how to streamline AP/AR, accelerate month-end close, and synthesize raw client data into meaningful, actionable reports. The course also explores more advanced automation opportunities-including building custom workflows, integrating OCR/document data, and developing AI-driven advisory insights that your clients actually value.
Whether you are a solo bookkeeper, part of a small firm, or leading a team that wants to modernize its processes, this course provides the practical methods, scripts, and examples needed to reduce manual effort, increase profitability, and deliver higher-quality bookkeeping services with confidence. By the end, you will have a clear roadmap for using ChatGPT to automate routine tasks, elevate your service offerings, and future-proof your practice in an AI-powered accounting world.
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