This essential course is designed specifically for accounting and finance professionals who want to leverage the power of Claude AI to streamline financial processes, improve efficiency, and enhance productivity.

Whether you work in accounting, bookkeeping, or finance, this course will show you how to automate workflows, improve accuracy, reduce manual effort, and save hours of repetitive work — without coding or technical AI knowledge.

You will learn how to use Claude as your intelligent accounting assistant to process financial data, structure transactions, generate reports, and support decision-making. You'll follow a step-by-step case guided application, using AI to complete a full accounting cycle — from transactions to final reports. What normally takes months of work, you will learn how to do it in minutes!

This is not theory. This is practical accounting powered by Claude.

Learning Objectives:

• Master structured Claude prompts for accounting and bookkeeping tasks
• Generate journal entries from raw transaction data
• Automate accounts payable and receivable workflows
• Build ledgers, trial balances, and financial statements with AI support
• Conduct cash flow analysis and assist with month-end closing
• Reduce manual data entry while improving accuracy
• Increase productivity without increasing workload
• Support compliance and audit preparation with structured AI outputs
• Communicate financial insights clearly to stakeholders
• Apply ready-to-use Claude prompts in daily accounting tasks
• Build AI-assisted reporting workflows
• Develop a skill set that’s in demand across industries and roles
• Work through a complete practical accounting case study
• Gain a competitive edge in finance, accounting, and bookkeeping roles

Session Highlights:

• Save thousands in accounting software and staffing by applying AI tools efficiently.
• Automate journal entries using Claude to save hours of manual bookkeeping work.
• Generate financial statements like P&L and balance sheets in minutes with AI.
• Streamline accounts payable & receivable tracking using smart AI prompts.
• Use Claude to reconcile transactions and catch errors before they cost you.
• Design accounting workflows that reduce admin time and boost accuracy.
• Master prompt engineering for accounting-specific AI tasks and requests.
• Build accounting reports that impress clients, bosses, or stakeholders fast.
• Leverage AI to track income, expenses, and categorize data for insights.
• Convert messy financial records into clean ledgers with AI assistance.
• Automate bookkeeping tasks for small businesses, freelancers, or startups.
• Use AI to calculate financial ratios for performance and health analysis.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Information Technology
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• NASBA Sponsor: 146439
• IRS Course ID: PJGWS-T-00135-26-O
• Attendance Requirement:  Yes
• Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Should Attend:

• CPA &  Accounting professionals who want to work smarter and faster
• Bookkeepers seeking automation in daily processes
• Finance managers modernizing their reporting workflows
• Auditors and compliance professionals streamlining review tasks
• Students and graduates entering accounting or finance
• Freelancers offering bookkeeping and financial services
• Entrepreneurs managing their own financial records
• Professionals transitioning into AI-driven finance roles
• Anyone curious about Claude’s role in accounting

Speaker Profile: