AI Accounting Analyst Program
Master AI-Powered Accounting Workflows using No-Code Tools for Modern Practice
Transform into an AI-powered accounting professional who can leverage modern AI tools to enhance efficiency, accuracy, and insights in accounting practice. Perfect for accounting students and professionals preparing for modern accounting roles while building practical AI skills using commercially available tools - no coding required.
Program Overview Video
Watch this comprehensive overview to understand the AI Accounting Analyst program and the practical, no-code approach to AI-powered accounting workflows.
Program Overview
Master AI-powered accounting workflows with practical, hands-on training
This comprehensive 10-week program transforms accounting students and professionals into AI-powered practitioners who can leverage modern AI tools for enhanced efficiency, accuracy, and insights in accounting practice. Unlike traditional accounting programs that focus solely on technical accounting knowledge, this workshop emphasizes practical AI tool mastery using commercially available, no-code solutions that are transforming modern accounting practice. What sets this program apart is its focus on hands-on application of AI tools to real accounting workflows including IFRS compliance, management accounting, financial statement analysis, and professional reporting. Students master Claude Desktop, ChatGPT Pro, Google Gemini, Excel AI features, and Google NotebookLM through comprehensive projects analyzing publicly listed technology companies. Each week combines accounting domain expertise with practical AI skills, culminating in a professional portfolio showcasing AI-powered financial statement analysis, budgeting and forecasting, and comprehensive reporting capabilities. The program's business-focused approach ensures participants emerge with both AI capabilities and crucial professional skills including financial statement analysis, ratio computation, industry research, risk assessment, and stakeholder communication. All projects emphasize real-world accounting scenarios, regulatory compliance awareness, and professional presentation skills that demonstrate comprehensive business and technical competency to potential employers in public accounting firms, industry accounting departments, and consulting roles.
Key Learning Areas
Generative AI Foundations: Understand AI evolution from RPA to generative AI and its impact on modern accounting practice
AI Tool Mastery: Hands-on experience with Claude Desktop, ChatGPT Pro, Google Gemini, and Excel AI features for accounting workflows
Agentic AI Understanding: Learn how AI agents can access and process organizational accounting data, emails, and financial systems
IFRS & Compliance: Apply AI tools to IFRS compliance, regulatory reporting, and financial statement automation
Management Forecasting: Leverage AI for financial forecasting, budgeting, and scenario planning without writing code
Efficiency & Productivity: Transform manual accounting processes using AI-powered workflows and intelligent automation
Real-World Application: Complete comprehensive capstone project analyzing 8 AI infrastructure companies (/ai-accounting-capstone)
Program Structure
Three comprehensive cycles designed for progressive AI accounting mastery
Master foundational AI concepts and tools for modern accounting practice. Learn to leverage commercially available AI tools for accounting workflows without any coding requirements. This foundational cycle transforms accounting students into AI-literate professionals through comprehensive AI tool mastery using only no-code, commercially available solutions. Starting with generative AI fundamentals and prompt engineering for accounting use cases, participants progress to hands-on experience with multiple LLM platforms including ChatGPT Pro, Claude Desktop, Google Gemini, and Groq Cloud. The journey emphasizes practical application of AI embedded in modern tools like Excel AI features and Google Sheets with Gemini integration, culminating in understanding agentic AI that can access organizational accounting data. Each week builds systematically from AI concepts to hands-on implementation, ensuring participants develop both theoretical understanding and practical skills with cloud platforms, AI models, and knowledge systems that serve as the foundation for AI-enhanced accounting practice.
Transform from AI tool users to accounting analysts who can leverage AI for comprehensive company analysis, trend identification, competitive research, and financial statement forecasting using only commercially available AI platforms. This hands-on project cycle guides participants through complete financial statement analysis of 8 AI infrastructure companies (chip makers + hyperscalers) using AI tools. Following the comprehensive capstone project structure (/ai-accounting-capstone), participants start with AI-powered data extraction from SEC filings using Claude Desktop with SEC EDGAR MCP. The journey includes accounting ratio analysis, competitive landscape research using ChatGPT Deep Research, and multi-year revenue forecasting. Each week builds systematically from data gathering to analysis to forecasting, ensuring participants develop both technical AI proficiency and professional accounting judgment. The cycle emphasizes practical accounting skills including financial ratio analysis, variance investigation, industry intelligence synthesis, and scenario-based forecasting with comprehensive testing and validation.
Synthesize comprehensive analysis into professional reports and presentations using Google NotebookLM and AI-assisted communication tools for stakeholder-ready deliverables. This culminating cycle transforms participants from analysts into professional communicators who can synthesize complex accounting analysis into compelling management reports and presentations. Using Google NotebookLM for AI-powered report synthesis and presentation creation, participants develop skills in translating technical accounting analysis into accessible insights for various stakeholder audiences. The experience concludes with comprehensive report development, AI-generated explainer videos, professional presentation delivery, and career portfolio creation showcasing AI-enhanced accounting capabilities for maximum career impact.
Weekly Curriculum
Detailed breakdown of each week's learning objectives and deliverables
Overview
Master generative AI foundations for modern accounting practice. Understand the evolution from Business Process Automation (BPA) and Robotic Process Automation (RPA) to generative AI, and learn effective prompt engineering for accounting use cases using commercially available AI tools.
Learning Objectives
Reading Material
Classroom Activities
📋 Week Deliverable: Generative AI Research Report with NotebookLM Audio Overview
End of Week 1
Use NotebookLM to research and document understanding of generative AI, its evolution from BPA/RPA, and practical applications in accounting. Create AI-narrated audio overview accessible to accounting professionals.
📝 Submission Requirements:
- 📋 PART 1: Google NotebookLM Research Report (Required - Google Docs)
- Create shareable Google Doc using NotebookLM's AI chat feature:
- 🧾 Section 1: What is Generative AI? (30%)
- • Definition and explanation of generative AI technology in simple terms
- • How it differs from Business Process Automation (BPA) and Robotic Process Automation (RPA)
- • Evolution: BPA → RPA → Generative AI with timeline and key milestones
- • Why this matters for accounting professionals and future career prospects
- • Find 1 case-study each where the company has used BPA, RPA and now Generative AI
- • Identify the productivity/efficiency benefits for each case-study with quantified results
- 🏢 Section 2: AI Companies Overview (40%)
- • Research 3-5 major AI infrastructure companies:
- - NVIDIA: AI chip manufacturing and GPU technology leadership
- - AMD: Competitive GPU and CPU solutions for AI workloads
- - Microsoft, Amazon, Google (Alphabet), Meta: Cloud hyperscalers and AI services
- - TSMC: Semiconductor manufacturing for AI chips
- • For each company explain (in simple terms):
- - What they do and their role in the AI ecosystem
- - Why they matter to the AI industry and technology sector
- - Basic business model (hardware, cloud services, software)
- - Connection to generative AI technologies
- • Note: Don't worry about detailed financial analysis yet (that comes in Weeks 5-10)
- 💡 Section 3: Personal Learning Reflection (30%)
- • Document your NotebookLM experience:
- - How you used NotebookLM's AI chat feature for research
- - What sources you added to NotebookLM (articles, websites, documents)
- - Questions you asked and quality of AI responses
- - Challenges encountered and how you overcame them
- • Reflection on learning process:
- - What surprised you about generative AI?
- - How could AI tools help your accounting studies or career?
- - What questions do you still have about AI in accounting?
- - Honest assessment: What concepts need more clarification?
- 🎥 PART 2: NotebookLM Audio Overview (Required)
- Create AI-narrated audio overview using NotebookLM:
- 📚 Audio Overview Creation Process:
- • Upload your completed Google Doc to NotebookLM as a source
- • Add any additional research materials you referenced
- • Use NotebookLM's 'Audio Overview' feature to generate narrated presentation
- • Customize audio overview with specific instructions:
- - Target audience: "Accounting students and professionals new to AI"
- - Focus: "Understanding generative AI fundamentals and evolution from RPA"
- - Tone: "Accessible, non-technical, practical for accounting career"
- • Generate audio overview (typically 8-12 minutes)
- • Download and review the AI-generated audio presentation
- 🎧 Audio Overview Requirements:
- • Duration: 8-12 minutes of AI-narrated content
- • Content Coverage:
- - Clear explanation of generative AI vs BPA/RPA
- - Overview of AI infrastructure companies researched
- - Practical implications for accounting profession
- • Accessibility: Should be clear and understandable to accounting professionals not familiar with technology
- • Professional Quality: Review to ensure accuracy and appropriate tone
- 📱 Submission Format:
- • Submit NotebookLM audio file (MP3 or provided format)
- • Include screenshot showing NotebookLM notebook with sources added
- • Provide brief written summary of audio content (200-300 words)
- ✅ Quality Standards:
- • Demonstrates genuine hands-on use of Google NotebookLM
- • Audio overview is clear, accessible, and well-narrated by NotebookLM AI
- • Report shows basic understanding of AI companies and why they matter
- • Source-grounded research (not just generic AI answers)
- • Clear understanding of generative AI vs BPA/RPA differences
- • Simple language throughout - avoid overly technical jargon
- • Evidence of curiosity and willingness to learn about new technology
- • Honest reflection on learning experience
- 💡 Tips for Success:
- • Keep it simple - you're just beginning to learn about AI companies
- • Don't worry about complex financial metrics yet (that comes in Weeks 5-10)
- • Focus on understanding WHAT companies do, not detailed HOW
- • Add simple, easy-to-read sources to NotebookLM (news articles, company websites)
- • Ask clear, simple questions to NotebookLM's AI chat
- • The Audio Overview should be accessible - imagine explaining to anyone in accounting who is not tech-savvy
- • Take screenshots as you go to document your NotebookLM workflow
- • It's OK to say 'I don't fully understand this yet' in your report - that's honest and expected
Program Outcomes
What you'll achieve by completing this comprehensive accounting program
Master AI Accounting Tools including ChatGPT Pro, Claude Desktop, Google Gemini, and Excel AI for professional accounting workflows
Apply AI to IFRS Compliance for financial reporting automation, data extraction, and regulatory documentation
Develop Financial Statement Analysis Skills using AI to extract insights from financial statements, identify trends, and generate forecasts
Build Professional Portfolio showcasing AI-powered accounting analysis, forecasting, and comprehensive reporting capabilities
Enhance Career Competitiveness with modern AI accounting skills demanded by forward-thinking accounting firms and organizations
Ready to Become an AI-Powered Accounting Professional?
Join our comprehensive 10-week program and master AI-powered accounting workflows using no-code tools. Build your professional portfolio with comprehensive financial analysis, forecasting, and reporting capabilities.