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Practical AI for Bookkeepers

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About Course

Created in partnership with Prosaic, this self-paced online course is designed to give Bookkeepers a practical, plain-English understanding of Artificial Intelligence and its real-world applications. No hype. No jargon. Just clear insights into what AI is (and isn’t), how it’s already influencing your software, and where it can help you save time – without replacing your judgment or ethics.

Through four concise modules, you’ll explore the key opportunities and limitations of AI in bookkeeping, learn how to use AI tools responsibly, and create a personalised AI Use Policy to set boundaries with clients and contractors.

Whether you’re AI-curious, slightly sceptical, or ready to start experimenting, this course is built to give you confidence – not just competence – in using AI as a support tool in your practice.

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What Will You Learn?

  • Understand what AI is, how it works, and how it differs from automation and algorithms
  • Identify where AI is already showing up in bookkeeping tools
  • Recognise the limitations and ethical considerations of using AI in financial services
  • Learn how to use AI tools safely, effectively, and professionally
  • Write better AI prompts for stronger results
  • Communicate your AI use clearly to clients
  • Create and implement a simple AI Use Policy for your business

Course Content

Understanding AI and it’s role in Bookkeeping

  • Introduction
    00:43
  • Understanding AI: definitions, types, and misconceptions
  • AI vs Automation vs Algorithms
  • What AI can and can’t do
  • Where AI fits into Bookkeeping tasks
  • Limitations of AI in Bookkeeping
  • How AI empowers (not replaces) the Bookkeeper

Risks, Ethics and Human Value

Using AI effectively

Bonus Module: Setting boundaries – creating your AI Use Policy

Resources

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