AI for Accounting & Bookkeeping Firms
Client meetings, refund-date emails, P&L reviews and month-end paperwork, done faster and checked.
Who it’s for: Accountants, bookkeepers and firm admins.
- Module 1 · ChatGPT · Beginner · ~7 min
Use AI at Work Without Leaking Client Data using ChatGPT
Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.
- Module 2 · ChatGPT · Beginner · ~9 min
Summarize a Client Meeting
Turn the transcript of a client's quarterly review into the decisions, an action items table with owners and due dates, and a follow-up email to the client.
- Module 3 · ChatGPT · Beginner · ~10 min
Answer Refund-Date Emails Without Overpromising using ChatGPT
A client wants a refund date while two tax forms are still missing. Give ChatGPT the thread and your firm's facts, catch the date it shouldn't promise, and send a calm, clear reply from Gmail.
- Module 4 · ChatGPT · Beginner · ~11 min
Analyze a Client's P&L Export
Upload a client's Profit and Loss Detail export to ChatGPT, catch duplicate bank-feed entries and uncategorized rows first, then get a monthly P&L summary, a chart and three takeaways for the client review.
- Module 5 · ChatGPT · Beginner · ~12 min
ChatGPT: Month-End Bank Reconciliation in 20 Minutes, Not 3 Hours
Upload the bank statement and the books, let ChatGPT match every row and list the exceptions, then check the answer and paste a reconciliation summary into the month-end file.
- Module 6 · ChatGPT · Beginner · ~12 min
Collect Overdue Invoices Faster using ChatGPT
Upload your aging report, have ChatGPT build this week’s chase list (oldest and biggest first, disputes held back), check it against the file, then draft a friendly, firm or final reminder for each client.
- Module 7 · Claude · Beginner · ~9 min
A Claude Project for Your Firm: Fees, Terms and Tone
Create a Claude project for your accounting firm, give it your tone and client policies, add your fee schedule and engagement letter terms as project knowledge, and get a client fee quote that uses all of it.
- Module 8 · n8n · Intermediate · ~12 min
AI Receipt Extractor
Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets.
- Module 9 · n8n · Advanced · ~14 min
Invoices from Your Inbox to Google Sheets, with Approval
Build an n8n workflow that reads each vendor invoice PDF from Gmail with AI, logs the vendor, invoice number and total in Google Sheets, and emails the owner an Approve button for anything over $1,000.