Accountants & bookkeepers
Let the AI assistant your employer allows help with the reading, sorting and drafting around the close: the pile nobody could code, reconciliation leftovers, formulas you can read back, an owner's question about cash. Every number keeps its address in the books, and posting, payments, tax, client data and the sign-off stay with the people who sign.
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9 short lessons · 56 min of audio · a final exam and a course certificate
Use an AI assistant for the reading, sorting and drafting of a month-end close, while every number keeps an address in the books and the reviewer still signs.
a number with an address, and the question that needs the shape of a file but not the file: Every number has an address; What the client trusted you with
the pile nobody could code, the difference that is a clue and never a plug, and a formula you can read back: The pile nobody could code; The difference is a clue; The formula you can read back
the pack with a why column, profit that is not cash, a checklist that is not an answer, and the card for your whole close: What moved, and who knows why; Profit is not cash; A checklist is not an answer; The month-end card
One side of one page, kept wherever you close: the rule that every number has an address, what goes into the tool and what never does, your close in the order you really run it, real names under who signs, and a line added below after every close for whatever went wrong.
The certificate names that artefact and the tools you used — not a title. It carries a code anyone can check: verify a certificate.
The opening of lesson one, exactly as it plays inside — and the exercise that comes with it, which you can do right now without an account.
There is a habit in this job that nobody outside it notices. Before a report goes anywhere, you run down it figure by figure, and for each one you know where it came from. A line in the ledger. A bank statement. An invoice in the file. Accountants call it tick and tie: ticking every figure back to the place it lives.
This course is about handing an AI assistant the parts of your month that are reading, sorting, drafting and explaining, without losing that habit. You will follow Priya, a senior bookkeeper at a small accounting practice that keeps the monthly books for local businesses: a café, a dental practice, a landscaping company. She closes each client's month, sends the owners their questions and their monthly pack, and her work is reviewed and signed by Grace, the partner. If you work in-house, "the client" in this course is the owner, the finance manager or the department you report to. Every move still applies.
Every number has an address: a line in the books, a statement, a document you can point to. If you cannot point to where it lives, it does not leave your desk.
That rule matters more with an assistant than without one. Assistants like ChatGPT, Claude, Copilot or Gemini, or the one built into your accounting software, are built to produce text that reads well. Depending on the tool, some run a real calculation and show it, and some write a number like any other word. If it shows no working, you cannot tell which. So their slips are not a tired person's slips. A long list added up close, but not exact. A row dropped from the middle. Two periods mixed. A smudged scan misread. And when something is missing, a figure that looks exactly right and lives nowhere.
What assistants are good at is real: reading a long document and saying what is in it, sorting a messy list, drafting a note, explaining a report in plain words, writing a formula, listing the questions you still need to ask. Ask for the method, not the total. The spreadsheet and the accounting software do the arithmetic. The assistant tells you how.
Try it now · Check an assistant’s figures against their addresses
Where:The assistant your employer approved, with a report that has already been reviewed
Here is a report with names and identifiers taken out: [THE REPORT]. Write a short summary of it. For every figure in your summary, tell me which line of the report it came from, and mark any figure you calculated yourself instead of copying.
The rest of the catalogue is there when you need it — but you do not have to choose anything today. One course, one short lesson at a time, one page at the end.
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