Artificial Intelligence in Accounting

This two-day training course is designed for accountants and finance professionals who want to learn how to use artificial intelligence to simplify and accelerate their daily work. No technical knowledge or prior AI experience is required, as everything is explained in a simple and practical manner.

Throughout the training, participants will work with real accounting examples. They will learn how generative AI can help extract data from invoices, prepare spreadsheets, organize information from multiple documents, and verify whether invoices match bank statements. Participants will also see how AI can identify partial payments, inconsistencies, and missing information, tasks that typically require significant time and effort.

An important part of the training focuses on learning how to write clear and accurate prompts, the instructions given to AI systems. With a well-structured prompt, AI can quickly prepare reports, summaries, tables, and analyses related to delays, risks, and customer behavior.

During the second day, participants will discover how AI can support risk assessment, contract deadline monitoring, and simplified review of important documents. They will also practice writing professional email communications for both internal use and client-facing scenarios.

To provide the best hands-on experience, each participant receives premium access to Microsoft Copilot, allowing them to practice and apply the newly acquired skills during the training.

This training is practical, easy to understand, and specifically designed to meet the needs of accounting professionals. Participants will learn how to reduce routine tasks, analyze information more efficiently, and improve the quality of their work.

1. Introduction to Generative AI in Accounting

This module provides a brief introduction to generative AI and its role in accounting. Participants will understand where AI delivers the most value, which processes can be accelerated, and how it can be used safely in real-world accounting environments.

2. Fundamentals of Effective Prompting

Participants learn how to formulate clear, precise, and useful instructions for AI systems. Topics include intent, context, format, and constraints, supported by examples that demonstrate how better prompts lead to better outcomes.

3. Data Extraction from Invoices

In this practical exercise, participants work with unstructured invoices and learn how AI can transform them into well-organized tables suitable for further analysis. The focus is on accuracy, structure, and data preparation.

4. Invoice and Bank Statement Reconciliation

This module demonstrates how AI can connect invoices with payments, identify partial and multiple payments, detect missing references, and reveal irrelevant transactions through practical, real-world examples.

5. Reconciliation Results Analysis

Participants learn how to review discrepancies, statuses, overpayments, and underpayments, as well as how to prepare concise reports highlighting key findings and recommendations.

6. Prompt Refinement

This session builds upon previous learning by teaching participants how to evaluate AI-generated results and refine prompts in order to obtain more accurate, structured, and valuable responses.

7. From Reconciliation to Business Reporting

Participants learn how to transform reconciled data into business insights through the use of additional columns, pivot tables, status tracking, and basic management reporting techniques.

8. Payment Delay Analysis

This module helps participants identify customers with overdue payments, calculate delay periods, and classify customers according to risk levels and payment behavior.

9. Customer Risk Assessment

Using available data and logical criteria, participants learn how to classify customers into low, medium, and high-risk categories through practical examples applicable to financial monitoring and collections management.

10. Practical Workshop: AI Agent for Internal Policies

A hands-on session focused on creating a personal AI assistant (agent) that automatically reads and summarizes internal policies. The agent extracts key rules, deadlines, and procedures, generating concise summaries and overviews that help users navigate lengthy documentation efficiently.

11. Contract-Related Business Communication

This module teaches participants how to prepare professional email communications, both internally and with clients, particularly in situations such as contract expirations or requests for additional information.

12. Final Exercise

A practical scenario in which participants combine all acquired skills: data analysis, status monitoring, risk assessment, and business communication preparation.

13. Conclusions and Recommendations

The final module provides guidance on how to use generative AI effectively on a daily basis, when results should be verified, and how to improve productivity while maintaining quality control.

This training is intended for accountants and finance professionals who want to simplify and accelerate their work through the use of generative artificial intelligence. Specifically, it is ideal for:

• Accountants (both beginners and experienced professionals)
• Finance officers and financial administrators
• Professionals responsible for invoicing, receivables, and payments
• Employees who prepare reports, spreadsheets, and documentation
• Professionals with little or no technical or AI background who want to work more efficiently and accurately

The training is highly practical and suitable both for first-time AI users and for those seeking to enhance their existing skills. Each participant receives premium access to an AI tool during the training, making it particularly valuable for individuals who want to explore AI capabilities before deciding to implement a specific solution within their organization.

To successfully follow the training and complete the exercises, participants should have prior knowledge of either basic or advanced Microsoft Excel.

During the training, participants will learn how to use artificial intelligence in practice for:

• Writing clear and effective prompts for accounting tasks
• Extracting and structuring data from invoices and other business documents
• Creating a personal AI assistant (agent)
• Reconciling invoices with bank statements
• Identifying partial payments, discrepancies, and irregularities
• Analyzing payment delays, customer statuses, and associated risks
• Creating dashboards and concise management reports
• Processing contracts and monitoring key deadlines
• Preparing professional business communications using Microsoft Copilot

Participants who attend the training will receive a Certificate of Attendance issued by Semos Education.