Streamline accounting workflows with AI tools to save time, reduce errors, and boost efficiency.
Automating Processes and Workflows with AI for Accounting and Finance introduces you to practical ways of applying technology to modern financial work. You will explore how automation reduces repetitive tasks, strengthens accuracy, and supports better decision-making.
This learning experience begins with the foundations of automation, presenting real-world examples of how AI is already reshaping bookkeeping and reporting. You will learn how to evaluate workflows, spot inefficiencies, and design structured systems that are both repeatable and reliable. With firsthand practice, you will apply tools such as Zapier, ChatGPT, and custom GPTs to simplify common tasks like data entry, reconciliations, and reporting updates.
Throughout the modules, you will gain strategies for scaling automation while considering costs, limitations, and adoption challenges. You will also build an understanding of how to manage accuracy, minimize errors, and ensure responsible use of AI within teams.
By the end, you will not only know how to design and evaluate automation but also how to implement it thoughtfully in your professional environment. This experience equips you to save time, improve accuracy, and focus on higher-value activities that strengthen your role.
Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses
Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.
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.
