AI Chatbots for Accountants

Date: 1/16/25
Time: 12:00 PM - 2:00 PM EST
CPE Credit: 2 hours

This course introduces accountants to a broad spectrum of AI chatbots and tools, demonstrating how these platforms can be used to streamline workflows, enhance client interactions, and support advanced data analysis. Participants will explore major platforms like ChatGPT, Claude, Microsoft Copilot, Gemini, and various AI search chatbots (e.g., Perplexity, Phind, You.com). The session delves into specific use cases for accounting, such as leveraging chatbot-driven trend spotting, market research, and document analysis. Through hands-on guidance, participants will understand the potential of these AI tools to transform their professional practices and make informed decisions about selecting and implementing chatbots that best suit their needs.

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

1. Introduction to Key AI Chatbots - Overview of ChatGPT, Claude, Copilot versions, and Gemini for accounting applications.
2. Specialized AI Platforms and Tools - Exploring Groq, Grok, Meta, and Mistral.AI for task-specific needs in accounting.
3. AI Search Engines and Research Chatbots - Utilizing Perplexity, Phind, You.com, and other AI search tools for efficient trend analysis and market insights.
4. AI Superstores and Personalization Options - Navigating AI superstores and using Poe for personalized chatbot onboarding.
5. Advanced Client Interaction Tools - Applying Character.ai, DuckDuckGo AI Chat, and other chatbots for enhanced client communication and engagement.
6. Document and PDF Chatbots - Using AI to analyze financial documents, manage PDFs, and streamline document-based workflows.
7. Emerging AI Tools for Accountants - Exploring new chatbots and platforms like Hugging Face, Corcel, and SEAL Leadership for future-proofing accounting practices.

• Identify and differentiate between major AI chatbots and their specific applications in accounting.
• Integrate AI-driven search tools for trend spotting and competitive market analysis in financial contexts.
• Utilize document-based chatbots for effective document management and analysis.
• Evaluate the benefits of AI superstores and onboarding tools like Poe for personalized AI integration.
• Enhance client engagement through conversational chatbots designed to support professional communication.
• Develop strategies to integrate emerging AI platforms, such as Corcel and SEAL Leadership, into accounting workflows for long-term adaptability.