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.
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.
What you need — and what's optional
We're upfront about the tool stack so you know exactly what to have ready.
Must-have
Optional / good to have
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.
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.
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.
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.
Related courses and training
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.
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