AI guides for accountants
Practical answers to the questions accountants ask about AI. Each guide ends in a lesson where you do the task with an AI assistant and your work is graded.
- 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
Try it on a real task
Lesson 1 is free with no signup: code a messy bank export with AI, then tie it to the bank.
Start lesson 1 free