Course

AI for Accounting and Bookkeeping

Categorise, reconcile and close a client month without the weekend.

IntermediateAccounting

0/88 stops · about 2 hours · final quiz · certificate

Start course Sign in to save progress

Start with

• AI at Work: FoundationsStart from zero and finish with three things you can actually use.

Who this is for

Bookkeepers and small accounting practices who keep the books for online sellers and small companies. Every example follows Farid, a bookkeeper with eight e-commerce clients, most on Shopify and QuickBooks Online, working from a home office.

You will be able to

• Categorise a month of bank transactions from a rule list and get a questions list for the client
• Book Shopify payouts correctly: gross sales, fees, refunds, sales tax, the timing difference
• Run a month-end close checklist per client and write the questions email in one pass
• Find a reconciliation difference by having Claude compare the two sides
• Write the client report that says what changed and why in plain English
• Build the 1099 and CPA package at year end without a weekend

Stops

1. 1 Bank CSV to categoriesThree hundred rows in, a categorised table and an ask-the-client list out, with the rows nobody should guess left alone. Daily
2. 2 Shopify payoutsOne number lands in the bank. Claude takes it apart into gross, refunds, fees and sales tax, and shows you the timing difference. Weekly
3. 3 The client ProjectOne Project per client, holding the chart of accounts, the rule list, the owner's quirks and the states they collect in. Set once
4. 4 Month-end closeThe checklist run as a conversation, one client at a time, ending in the questions email and a clear definition of done. Weekly
5. 5 The reconciliation differenceBank statement on one side, register export on the other, Claude lists the candidates that could explain the gap, and Farid picks. Weekly
6. 6 The report clients readThree paragraphs an owner actually finishes: what changed, why, and what to watch, with a chart and no advice Claude cannot give. Weekly
7. 7 Tax timeVendor list to 1099 candidates, the CPA package assembled from a checklist, and a state question researched with the page it came from. Later
8. 8 Farid's weekMonday's categorisation batch, Friday's questions digest, the close on a timer, and one client's month run end to end. Weekly

Final quiz