AI in accounting and finance seminar – Designing modern financial processes securely, efficiently and intelligently
On request
1 day
Online, Munich or in-house
On request
German or English
Digital participant certificate
Using artificial intelligence correctly – for modern accounting, faster financial statements, precise analyses and future-proof financial processes. Accounting is changing rapidly. Automation, digital workflows and generative AI are revolutionizing accounting, controlling and financial processes. With tools such as ChatGPT, Copilot and AI-supported automation solutions, companies can reduce errors, speed up closing processes, strengthen compliance and free up valuable capacity. Our AI in accounting and finance seminar teaches you in a practical way how intelligent automation solutions and AI work, where they bring real added value and how you can successfully use AI-supported workflows in your day-to-day finance and accounting.
Contents and procedure of the AI in accounting and finance seminar
The training is practice-oriented – with immediately applicable methods, tools and AI-supported exercises for your everyday work.
- Overview of AI tools such as ChatGPT, Copilot & automation solutions
- Classification of technical principles & limits
- Which AI solutions are right for me? Advantages – disadvantages.
- Roles of LLMs, assistance systems & AI agents in accounting and finance.
- Make financial processes more efficient, more transparent & less error-prone
- Interpret & apply AI expertise correctly
- AI-supported document capture, classification & document recognition
- Automated text recognition, validation & information processing
- Intelligently automate documentation, approvals & checks
- Integration into ERP, accounting & DMS systems
- Typical sources of error, limitations & best practices
- Creation of automated financial analyses & reports
- AI-supported variance analyses, period comparisons & interpretation of key figures
- Ensure validity & reliability
- AI as support for management reports & audit preparation
- Best practices for ChatGPT, Copilot & Co.
- Prompt development for:
- Booking texts
- Balance sheet and P&L analyses
- Queries to suppliers
- Month-end closing checklists
- Reusable templates for finance teams
- GDPR & responsible handling of sensitive financial and personal data
- Transparency, explainability & approval processes
- Risk analysis: hallucinations, incorrect bookings, misinterpretations
- Quality assurance & testing mechanisms for AI outputs
- Autonomous agents & self-service automation
- AI extensions in ERP systems (SAP, Microsoft, DATEV, etc.)
- Changing roles in Finance & Accounting
- Future skills for finance teams and controllers
What you can apply directly after the AI in accounting and finance seminar
After the training, you will be able to use AI effectively and confidently in your data analysis:
- AI-supported accounting and closing processes
- Automated analyses, reports & management documents
- Structured prompts for finance tasks
- Efficient workflows in combination with ERP, DMS & AI tools
- Risk and quality assurance when using AI
- Identification of suitable finance use cases for your company
Who is the AI in Accounting and Finance seminar suitable for?
- Employees in Accounting & Finance
- Controllers & Business Analysts
- CFO areas & team management
- Process managers & operations managers
- Companies that want to use AI in finance processes
Participation requirements for the AI in accounting and finance seminar
No specific prior knowledge required.
About us as a training provider
We are a management consultancy with 20 years of experience in finance transformation, data management and AI-supported process optimization. Our training courses combine in-depth knowledge with practical examples – so that finance teams can use AI safely, efficiently and sustainably.
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Your speaker - expert for AI in the finance environment
Expert in data management, digitalization and AI in controlling and accounting. Jonas shows in a practical way how artificial intelligence relieves the burden on specialist departments, speeds up closing processes and makes financial decisions more data-intelligent.
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- Practice-oriented: real finance use cases & immediately applicable workflows
- Individually customizable: for your company, your system environment & your processes
- Field-proven expertise: More than 20 years of experience with data evaluation solutions, digital systems and value-adding analysis
- Experienced trainers: in-depth finance and AI know-how
- Direct transfer: Prompts, tools & best practices for immediate impact
TISAX and ISO certification for the Munich office only
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TISAX and ISO certification for the Munich office only
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FAQ - AI in accounting & finance seminar
No – the seminar is deliberately designed so that all participants can follow along immediately. We explain the basics of AI, how tools such as ChatGPT or Copilot work and show practical examples from everyday financial life. All exercises are structured in such a way that they are understandable and directly applicable without any prior IT or data science knowledge.
You will then know where and how AI can create real benefits in your finance processes – from automated postings and faster month-end closings to more precise analyses and reports. You will also take away ready-to-use templates, prompts and best-practice workflows that you can use immediately in your day-to-day work.
Very practical. We work exclusively with realistic examples from accounting, controlling and closing processes. Each exercise is based on everyday business practice: document recognition, balance sheet analyses, draft texts, reports, audit preparations or typical queries from day-to-day business.
We work with modern AI solutions such as ChatGPT, Microsoft Copilot, Document AI tools, AI bots and common automation platforms. On request, we can carry out exercises directly on your existing systems (e.g. DATEV, SAP, Microsoft, DMS systems).
Yes – we offer customized in-house versions based on your systems, processes and compliance requirements. Content, examples, prompts and workflows can be tailored specifically to your industry or finance organization.
The seminar lasts one day and can be held in-house, on site or online. Language: German or English. You will receive a digital certificate of attendance at the end.