Practical AI for Bookkeepers
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.
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
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Introduction
00:43 -
Understanding AI: definitions, types, and misconceptions
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AI vs Automation vs Algorithms
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What AI can and can’t do
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Where AI fits into Bookkeeping tasks
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Limitations of AI in Bookkeeping
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How AI empowers (not replaces) the Bookkeeper
Risks, Ethics and Human Value
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Introduction
00:41 -
Understanding the limitations of AI
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Risk areas when using AI in Bookkeeping
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Ethics and Professional Responsibility
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What Bookkeepers offer that AI can’t
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Communicating your value to clients
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Future-proofing your services
Using AI effectively
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Introduction
00:34 -
Practical ways AI can support your work
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Writing prompts that get better results
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Do’s and don’ts of using AI tools in bookkeeping
Bonus Module: Setting boundaries – creating your AI Use Policy
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Introduction
00:40 -
Why you need an AI Policy
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What to include in your AI Use Policy
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How to communicate your AI use to clients
Resources
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Useful websites
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WEBINAR: From Insights to Action Practical AI & Automation for Bookkeepers
01:01:23 -
WEBINAR: Utilising AI & Automation to build your Bookkeeping Business
01:00:08 -
WEBINAR: AI & Automation in Payroll
33:59 -
Introducing Prosaic
01:25