Practical AI for Bookkeepers

Practical AI for Bookkeepers is your down-to-earth guide to understanding and using AI in your bookkeeping business – no jargon, no hype.

Created in partnership with Prosaic, this self-paced micro-course gives you the tools to confidently navigate AI’s growing role in your workflow. Learn what AI is (and what it’s not), how to use it responsibly, and where it can help save time without risking accuracy or trust.

You will walk away with:

• A clear understanding of AI vs automation vs algorithms
• Tips for using AI tools effectively in admin, communication, and reporting
• Strategies to protect client data and set professional boundaries
• Your own AI Use Policy template

Whether you’re AI-curious or already experimenting with tools like ChatGPT, this course will help you use technology as a support – not a substitute – for your expertise.