01
AI for Accountants — Module Overview
Welcome to the AI for Accountants module. Learn how to use generative AI tools practically and responsibly in your accounting practice, aligned with NZ legislation and professional standards.
11 Lessons
Self-paced
Tailored for accounting professionals
Course Lessons
Build your fundamental AI knowledge step by step with practical examples and exercises by following these individual lessons.
The AI curriculum
and all labs can be downloaded directly from GitHub if you want to follow the hands-on labs.
02
AI Essentials for Accountants
What generative AI is, how it works, and why it matters for your accounting practice, with Microsoft Copilot-focused accounting examples.
03
Prompting for Accountants
Learn how to write effective prompts for accounting tasks - from tax research to client emails - with side-by-side examples of good and bad prompts.
04
AI for Client Communication
Use AI to draft engagement letters, fee proposals, client updates, and debtor follow-ups while keeping your professional voice.
05
AI for Tax Research and Compliance
Using AI to research IRD rulings, interpret tax legislation, and draft tax position papers - while understanding its critical limitations.
06
AI for Financial Reporting and Analysis
Draft management reports, financial commentary, and board papers faster using AI - then translate complex numbers into plain language for clients.
07
AI for Practice Management
Streamline your practice with AI-assisted meeting notes, SOPs, staff training materials, and process documentation.
08
AI and Xero/MYOB Integration
Understand the AI features already built into Xero and MYOB, and how to use standalone AI tools alongside your accounting software.
09
AI for AML/CFT and Risk Management
Use AI to streamline customer due diligence documentation and risk assessments while meeting your Privacy Act 2020 obligations.
10
AI Ethics and Professional Standards
Navigate your professional obligations when using AI - from the CA ANZ Code of Ethics to client confidentiality and informed consent.
11
Your AI Action Plan for the Practice
Build a practical 90-day plan to introduce AI into your accounting practice - from quick wins to team upskilling and measuring ROI.