MillenniumCareer Development
Accountants & finance teams1 day

AI for Accounting

Use ChatGPT and Excel together to read invoices faster, summarise expenses, chase payments and draft VAT-related paperwork — without changing your existing accounting software.

What you'll do

Inside the session

We show the real agenda up front — no vague 'AI fundamentals' filler.

Reading and extracting from invoices

Turn a stack of invoices or receipts into a clean, structured summary — line items, totals, dates — ready to paste into Excel.

Expense summaries that anyone can read

Convert a messy expense export into a short, accurate write-up a manager or client can understand in one read.

Drafting payment-chasing correspondence

Firm-but-professional reminder emails for overdue invoices, at three levels of tone depending on how overdue the payment is.

Report drafting and VAT-related paperwork prep

Use AI to produce a first draft of a monthly report or VAT filing support document, which you then check and finalise — never submit unchecked.

Tools you'll use

What you need — and what's optional

We're upfront about the tool stack so you know exactly what to have ready.

Must-have

ChatGPTExcel

Optional / good to have

OCR toolsZoho Books or QuickBooks AI features
What you walk out with

Real, usable takeaways

  • A reusable prompt for turning a photographed or scanned invoice into structured data.

  • Three ready-to-adapt payment-reminder email templates.

  • A checklist for what to verify before any AI-drafted figure or document goes out.

Who this is for

Is this workshop right for you?

Built for people who recognise themselves below.

Accountants and bookkeepers spending real time on manual data entry and reconciliation.

Finance teams who chase payments and produce recurring reports every month.

Anyone handling VAT-related paperwork prep who wants a faster first draft, not a replacement for review.

Why it matters

What you gain from this workshop

Built around your actual software

No new platform to learn — this works alongside Excel and whatever accounting software your team already uses.

Speed on the repetitive parts only

AI drafts the summary, the email, the first pass — your judgement still signs off every number and every send.

Directly useful the same afternoon

Every exercise uses realistic invoices, expense sheets and correspondence — not toy examples.

Investment

Pricing

Pricing depends on group size and format (in-house, on-campus or live online) — confirmed on your free consultation call or corporate training enquiry.

FAQ

AI for Accounting — your questions answered

No — it sits alongside it. You'll leave with prompts and workflows that speed up the manual, repetitive parts of the job, not a new system to migrate to.

We cover what should and shouldn't be pasted into a general AI tool, and how to work with anonymised or sample data during practice so nothing sensitive needs to leave the room.

No prior AI experience is needed — we start from an account you can set up in the room if you don't already have one.

Yes — this works well as in-house training for a full finance or accounts team. Use the corporate training enquiry form to tell us your team size and we'll tailor the session.

Ready to book this training?

Training for yourself

Book a free 20-minute consultation and we'll confirm the next available session for you.

Training for your team

Request this workshop for your team — tell us your headcount and preferred format and we'll send a tailored plan.

Not sure which path fits? Message us on WhatsApp and we'll point you the right way.