AI Agents for Accountants

Date: 1/21/25
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

This course introduces accountants to the world of AI agents, focusing on GPT Builder and the rise of specialized, task-oriented AI chatbots that streamline workflows within professional settings. Participants will explore how these AI agents are transforming accounting and consulting by enabling custom-built, domain-specific assistants. By examining various platforms—like GPT Builder, Claude Projects, Gemini Gems, NotebookLM, and Poe Bot—accountants will gain hands-on experience in creating and deploying personalized AI agents tailored to their specific tasks. This course provides a roadmap for harnessing niche AI tools to improve efficiency, enhance client communication, and drive innovation in financial analysis and strategy.
 

Program Content:
The major topics covered in this course include:

1. Introduction to GPT Builder and AI Agent Creation - Overview of GPT Builder’s functionality and niche AI chatbots for specialized tasks.
2. Exploring Claude Projects and Gemini Gems - Deep dive into customized workspaces, chat histories, and knowledge bases.
3. NotebookLM for Document Analysis - Techniques for AI-driven document organization, note-taking, and summary generation.
4. Poe Bot and Perplexity Pages - Introduction to multi-bot interactions and content creation for engaging client-facing materials.
5. Business and Accounting Use Cases - Applications of AI agents in client presentations, financial data analysis, and ethical considerations.
6. Building Custom AI Agents without Coding - Step-by-step guidance on designing tailored AI assistants for specific accounting tasks.
7. Technical and Ethical Challenges - Addressing maintenance, scope limitations, and ethical use of AI tools in accounting.

• Define the core functionalities and benefits of AI agents like GPT Builder and niche chatbots in professional accounting.
• Identify the features of specialized AI platforms (e.g., Claude, Gemini, NotebookLM) that enhance productivity and task efficiency.
• Create basic custom AI agents tailored for accounting and financial analysis without needing coding skills.
• Evaluate and deploy AI tools to improve client communication and engagement strategies.
• Analyze ethical considerations and privacy issues related to AI integration within accounting workflows.
• Adapt to emerging AI technologies, integrating them seamlessly into accounting practices for future-ready skillsets.