Automating Processes and Workflows with AI for Accounting and Finance

Streamline accounting workflows with AI tools to save time, reduce errors, and boost efficiency.

Automating Processes and Workflows with AI for Accounting and Finance

Automating Processes and Workflows with AI for Accounting and Finance is designed to help you use artificial intelligence to streamline financial operations and improve accuracy. You will learn how automation reduces repetitive work, enhances reporting, and supports more strategic decision-making.

This learning experience begins with the core principles of automation and real-world examples of how AI is transforming the workplace. You will discover how to analyze workflows, identify inefficiencies, and build structured processes that create reliable, repeatable results. With step-by-step guidance, you will gain firsthand practice using tools such as Zapier, ChatGPT, and custom GPT to automate common tasks including reconciliations, reporting updates, and data entry.

You will also explore methods to transform unstructured information into accurate records, generate automated analysis, and uncover financial patterns that drive business insights. Each module is tailored to challenges faced by business and finance professionals, ensuring practical and immediate application. In addition, you will learn strategies for scaling automation responsibly, addressing concerns such as cost, accuracy, and adoption across teams.

By the end, you will have the skills to design, test, and implement AI-powered automation in your accounting workflows. This knowledge equips you to save time, reduce errors, and add greater value by focusing on strategic decisions. The practical tools and insights gained will prepare you to thrive in a future with AI in the workplace.

In this course, you will learn how to:

  • Explain how AI automation impacts accounting and finance workflows.
  • Identify accounting tasks suitable for automation using AI tools.
  • Map financial processes to improve efficiency and reduce redundancy.
  • Use Zapier, ChatGPT, and custom GPT for automation tasks.
  • Convert unstructured financial data into accurate structured records.
  • Automate accounting data entry to improve speed and accuracy.
  • Perform financial reconciliations and routine updates with AI solutions.
  • Generate automated financial analysis to detect trends and anomalies.
  • Design efficient accounting workflows that reduce manual workload.
  • Evaluate automation risks including errors, costs, and scalability issues.
  • Implement AI-driven automation strategies across finance teams.
  • Integrate automation tools with long-term accounting and finance strategies.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course includes course files and practice exercises.
  • This course is designed for learners in accounting and finance.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer a 14-day, unconditional, full money-back guarantee, with no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business for over 14 years, teaching more than 1 million students during that time. We’ve created over 130 software training courses and 8,000+ video tutorials, helping thousands of people worldwide learn how to use various software.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Section 1: Introduction
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  Section 2: AI Essentials for Accountants
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  Section 3: Identifying Automation Opportunities
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  Section 4: Implementing AI Solutions
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  Section 5: Implementation Strategy
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  Section 6: Limitations
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  Course Close and Quiz
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to [email protected] and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact [email protected] for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
How do I update my name, password, email address and credit card?
Your account includes an account profile. You can edit your profile which includes the option to update your name, email address and password. You can also manage your subscriptions, in addition to adding or updating your credit card information. To access your profile, click on the photo or icon in the upper right hand corner. Then click the “Edit Profile" link. Once you've made changes to your profile, click on the “Update Profile" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...
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You can update your credit card information directly from your profile. You can also click on your account in the upper right corner and then click on “Add / Change Credit Card". Once you are finished making any updates, click on the “Update Credit Card" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...

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