AI for Accountants and Finance Professionals
The AI-Powered Accountant
Close the books faster. Trust every number. Reconciliations in minutes. Month-end without the late nights. Reports that write their own first draft. In 3 weekends of live, hands-on training, you will put AI to work on real accounting tasks and learn to verify every number it gives you. No coding required.
- 18 Hours over 3 Weekends
- Live Online
- No Coding Required
- Certificate
Who this course is for
- Accountants and bookkeepers who want to cut hours from routine work
- Finance managers and analysts who prepare reports, budgets and forecasts
- Auditors and tax practitioners who review large volumes of transactions
- Business owners who keep their own books
- ICAG, ACCA and CIMA students preparing for an AI-enabled workplace
How the training works
Live and hands-on
Every session is practical. You follow along on your own laptop with prompts written out for you.
You stay in control
AI does the legwork and you sign off. You will cross-check every AI-produced figure with an independent method.
Recordings included
Sessions are recorded and shared with the cohort.
Support between sessions
Ask questions in the cohort's private community.
What you leave with
A finance prompt library
A tested library of finance prompts you can use at work the next day.
Reusable templates
Templates for reconciliations, month-end packs and forecasts.
A capstone project
One real task from your job, automated and verified.
An AI use policy
An AI use policy template for your finance team.
A certificate
A JOMACS Certificate of Completion.
Curriculum
6 Live Sessions over 3 Weekends
Every session works on the books of one case-study company: 12 months of ledgers, bank and mobile money statements, invoices and payroll. Working knowledge of Excel and a laptop are all you need.
- How AI tools work, and where they get numbers wrong
- Confidentiality, client data and professional ethics
- Prompt patterns that work for finance tasks
Hands-on
Build your personal finance prompt library
- Turning PDF statements, invoices and mobile money exports into clean data
- Categorising and matching transactions at scale
- Bank reconciliation with AI
Hands-on
Reconcile a month of bank activity, then verify it in Excel
- Drafting journals, accruals and prepayments
- Variance analysis from the trial balance
- Writing management report commentary
Hands-on
Produce a month-end pack with commentary
- Building a cash flow forecast
- Budgeting and scenario analysis
- Turning figures into a clear dashboard and narrative
Hands-on
Build a board-ready forecast and dashboard
- Journal entry testing and audit sampling
- Spotting anomalies, duplicates and unusual transactions
- Reviewing contracts and checking VAT and PAYE computations
- Researching accounting standards and verifying the sources
Hands-on
Run an audit test across a full year of transactions
- Turning a recurring task into a repeatable AI workflow
- Writing an AI use policy for a finance team
Hands-on
Capstone presentation: one task from your own job, automated and verified
Capstone
Capstone Project
One real task from your job, automated and verified, presented to the cohort in the final session.
FAQs
You can enroll in any course by visiting the course page and clicking the "Enroll Now" button. Follow the registration process and complete the payment to secure your spot.
All our courses are conducted online through live virtual sessions. This allows students from anywhere in the world to participate and learn from our expert instructors. All live sessions are recorded and shared with trainees.
Yes, we offer flexible payment plans for all our courses. Contact our support team at training@jomacsit.com to discuss the available options and find a plan that works for you.
Register now to reserve your seat
The fee covers all 6 live sessions, recordings, templates and your certificate.