New
GPT Builder for Accountants
Monday, June 16, 2025
9-11 a.m. Central
2 CPE (2 technical)
Course code: 25WX-1194
View pricing
This course provides a concise overview of using ChatGPT's GPT Builder to create custom GPTs specifically tailored for accounting professionals. Learn how to leverage this powerful tool to streamline accounting workflows, enhance client services, automate routine tasks, and improve financial analysis capabilities through customized AI solutions designed for accounting-specific applications.
custom versions of ChatGPT with added skills and knowledge for specific tasks or industries.
This course is designed to guide accountants on how to leverage these enhanced ChatGPT
functionalities to streamline financial workflows, analyze data, and engage in more dynamic,
multi-modal interactions.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Major subjects
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Introduction to GPT Builder platform and interface for accounting professionals
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Creating accounting-specific custom instructions and knowledge bases
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Implementing financial data analysis capabilities through GPTs
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Designing GPTs for tax preparation assistance and compliance checking
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Building client communication tools with accounting terminology
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Enhancing bookkeeping efficiency with automated GPT workflows
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Security and confidentiality considerations for financial data
Learning objectives
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Design custom GPTs that address specific accounting challenges and workflows
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Develop effective instructions that ensure GPTs follow accounting standards and best practices
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Analyze existing accounting processes to identify opportunities for GPT automation
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Create knowledge bases with accounting regulations, tax codes, and firm policies
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Evaluate the effectiveness of accounting GPTs through testing and refinement
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Implement security protocols to protect sensitive financial information in GPTs
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Apply GPT Builder to generate practical accounting tools that increase productivity
Who should take this program?
- Accounting professionals, financial analysts, and tax specialists who want to leverage AI to enhance productivity, accuracy, and client service while reducing time spent on repetitive tasks
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
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$89.00
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