Learn how AI tools can boost accounting, spotting risks, detecting fraud, and creating smart dashboards quickly.

AI for Accounting and Finance introduces you to smart tools reshaping the world of finance. You’ll explore how artificial intelligence is changing accounting, from analyzing large data sets quickly to building dashboards and spotting errors in seconds.
This practical, beginner-friendly guide shows you how AI can boost your productivity, improve accuracy, and help you stand out at work. You’ll learn to extract data from receipts and PDFs, create AI-powered visuals in Excel, and use tools like ChatGPT for smarter financial insights. The course also covers fraud detection, risk analysis, and using natural language to ask questions and get answers from your data.
By the end, you'll have hands-on skills to use AI tools in real-world accounting tasks. Whether you're reviewing transactions or supporting management with smarter reports, you’ll be ready to apply AI confidently and work more efficiently in today’s evolving finance world.
In this course, you’ll learn how to:

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.