Practical Application of AI in Accounting
AI can match invoices, draft reconciliations and research accounting questions. Learn where it's safe to use in the close, and how to keep your controls and your auditors comfortable.
What you'll be able to do
- Use AI in payables, reconciliations and the close with a person approving what matters
- Spot invoice and payment fraud that AI makes more convincing
- Keep journal entries and internal controls auditable when AI drafts the work
- Check AI accounting and tax research before it reaches a memo
An AI controls register for your finance team
What's in it. The approved tools and data classes, then one row per use case with what the tool does, what a person approves, the control and its evidence, ICFR relevance, the benchmark, how it fails and the owner.
You build it lesson by lesson, using your own organization, and submit it for your certificate. It's yours to keep and adapt.
Who it's for
Controllers, accountants, AP and AR teams, and finance leads at smaller companies who close the books.
What's inside
- Part 1Where the requirement comes from 18 min
- Part 2How small teams and enterprises meet it 16 min
- Part 3Payables, invoices and payment fraud 22 min
- Part 4Reconciliations and the close 22 min
- Part 5Journal entries and internal control 24 min
- Part 6Accounting research, memos and tax 22 min
- Part 7Data, tools and numbers 20 min
- Part 8Hands-on lab: small team choose one 22 min
- Part 9Hands-on lab: enterprise choose one 24 min
- Part 10Finish and submit your deliverable 20 min
Built for your size
The requirement is the same everywhere. How you meet it depends on who you have. You pick the lab that matches your organization.
How you earn the certificate
Submit your finished deliverable, which is scored against a published rubric, and pass a short scenario quiz. Your certificate goes to your wallet and can be checked by anyone on the public register.