Master GPT-powered automation for accounting. Transform routine tasks, boost efficiency, and unlock new strategic advisory services.
This course provides a concise overview of how accountants can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces. You'll discover how to create tailored GPTs that automate repetitive accounting tasks, provide real-time financial analysis, and enhance strategic decision-making—all without needing to write a single line of code.
Through real-world accounting use cases and guided examples, this course equips financial professionals to unlock the power of no-code AI and become GPT creators in their own firms.
Topics Covered:
Â
Target Audience:
This course is ideal for accountants, auditors, controllers, and financial analysts seeking to build personalized AI assistants that streamline tasks, increase efficiency, and enhance advisory services.
MA, CMC, CITP/FITP
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.
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.
