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Accountants, Meet Chatbot

Your Beginner’s Guide to Getting the ChatGPT Conversation Started

Created byGarrett Wasnyworkspace_premiumBest Instructor
BeginnerUpdated Oct 9, 2023

What You'll Learn

  • check_circleUnderstand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
  • check_circleApply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
  • check_circleEvaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
  • check_circleAnalyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
  • check_circleDemonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
  • check_circleFormulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
  • check_circleReflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.

About This Course

The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You’ll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. Topics Covered:

  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF
  • Summarize.tech

Course Content

2 activities • 1 videos • duration: 1h 53m

  • videocamAccountants, Meet Chatbot
    Duration 113:47
  • quizReview Questions

Your Instructor

Garrett Wasny

MA, CMC, CITP/FITP

menu_book150 courses
star16,103 reviews

GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
337 reviews
  • SY
    Shelley Y.
    starstarstarstarstar

    Very informative and meaningful presentation. Thank you.

  • LB
    Luis B.
    starstarstarstarstar

    excellent

  • TT
    Tanja T.
    starstarstarstarstar

    this was an awesome course

  • HR
    Hassan R.
    starstarstarstarstar

    The information about Chatbot is very valuable

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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