AI training for accountants, graded like a reviewer would.
Practice real month-end tasks with an AI assistant, from coding a bank export to a flux analysis. Your work is graded correct, incomplete or a serious error.
Start lesson 1 freeNo signup. Under 10 minutes.
Tidy and code a bank export
Step 1 of 5 · Set the rules
Which instruction should go with them?
Be as accurate as possible.
Use only these categories, and list any line you can't match as an exception instead of guessing.
Explain your reasoning for every line.
Date,Description,Amount 10/01/2026,CARD SETTLEMENT BATCH 1001,"6,240.00" 2026-10-01,ACH DEBIT RENT OCT UNIT 4B,-4500 10/02/26,WAGECREST PAYROLL PPD 1002,"(7,860.30)"
+15pts
Earned on step 1. Code checks the answer against the source file.
10min
Lesson 1 takes under ten minutes, with no account needed.
Every lesson grades the work you hand in, the way a reviewer would.
AI writes a convincing first draft. Signing off is still your job.
The lessons drill the checks that catch what a fluent answer hides.
- Fluent isn't right. An answer can read well and still carry the wrong total.
- Invented support. A reason or citation that isn't in the files.
- No review record. Nothing to show what went in and who checked it.
AI draft · Flux comment, account 6710
Travel rose $3,280.00 in October. The increase reflects the annual conference.
Unsupported: nothing in the files mentions a conference
Your grade
CorrectComplete and supported
IncompleteAccurate, items missing
Serious errorFails even if it reads well
Three grades. The numbers are checked by code.
Totals, variances and cited lines are worked out from the lesson's own files, so a grade never rests on an AI's arithmetic.
- Totals and variances worked out from the source data.
- Required items and cited lines checked line by line.
- A hint when you miss, never the answer.
AI lessons for real accounting work
Each lesson is a short month-end task in five graded steps, with its own source files.
Tidy and code a bank export
Code a messy 15-line bank export to a category list, then tie it to the bank total.
See the lessonFlux analysis
Explain every GL account that moved $1,000 or more, and catch the reason that isn't supported.
See the lessonPull invoice data into a table
Extract supplier, date, net, sales tax and total from 15 invoices and tie to the printed totals.
See the lessonGuides for accountants using AI
Free articles on the questions accountants ask about AI. Each one ends in a lesson where you can practice it.
- Guide · 6 min read
Is it safe to put client data into ChatGPT? A guide for accountants
What can go into an AI tool, what to anonymize first, and what should never go in.
Practice it: What can go into AI? (opens soon)
Read the guide - Guide · 6 min read
Flux analysis with AI: how to check the explanations it writes
The checks that catch a missed account, a wrong figure or a reason the GL doesn't support.
Practice it: Flux analysis
Read the guide - Guide · 5 min read
How to categorize bank transactions with AI, then tie it out
A first-pass workflow for messy exports, with the control totals that prove it worked.
Practice it: Tidy and code a bank export
Read the guide
Questions?
What accountants ask before they start lesson 1.
Can AI do a bank reconciliation or flux analysis for me?
It can do a fast first pass. It can also miss a transposed figure or give a reason the files don't support, so someone still has to tie it out. Lessons 1 and 2 practice exactly that check.
Is it safe to put client data into AI tools?
It depends on the tool and your firm's policy. Our guide Is it safe to put client data into ChatGPT? covers what can go in, what needs anonymizing first and what should never go in. The lessons themselves use their own practice files.
Is this a prompting course?
No. You do a real task with an assistant inside the site, and the work you produce is graded. Writing a clear instruction is one move among several, alongside checking totals, testing citations and correcting the AI.
Do I need to bring my own client data?
No. Every lesson comes with its own source files: the export, the ledger, the invoices. You never paste in your own data.
Which AI tool do the lessons use?
Our own neutral chat panel. The habits carry over to whichever assistant your firm uses.
Does it earn CPE credit?
Not yet. Lessons don't carry CPE credit today.
What does it cost?
Lessons 1 and 2 are free. After that it's $24 a month, or $124 a year.
Ready to check the AI's work?
Lesson 1 takes under ten minutes and needs no account.
Start lesson 1 freeLessons 1 and 2 are free