Course : AI and the Transformation of Accounting Firms: Strategy, Compliance, and Operational DeploymentLeading the Adoption of AI and Ensuring Its Secure Use in Accounting and Finance
Practical course - 3d
- 21h00 - Ref. ICB
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 | Identify relevant applications of artificial intelligence in accounting and finance |
| Assessing the Regulatory Impacts of the AI Act on the Practices of Accounting Firms and Departments |
| Automate accounting and administrative tasks using generative AI and automation tools |
| Implement an AI usage framework that incorporates human oversight, security, and data governance |
Intended audience
Certified Public Accountants, accounting staff, accounting and finance managers, CFOs, management controllers, internal auditors, digital transformation managers, and finance IT project managers.
Prerequisites
Basic knowledge of prompt writing or completion of the PEI training.
Practical details
A mix of theoretical instruction, demonstrations, discussions, and hands-on workshops. Use of the latest generative AI tools and examples from the accounting and finance fields. Access to a connected environment that allows for demonstrations and hands-on practice with AI tools.
Course schedule
1 Understanding the Challenges of AI in Accounting and Finance
- Identify the operating principles of generative AI, machine learning, and conversational assistants
- Distinguishing Between the Actual Capabilities and Limitations of AI in the Accounting and Finance Fields
- Analyze the impacts of AI on work organization, accounting tasks, and customer relations
- Assessing the Digital Maturity of an Accounting Firm or Department in Light of AI Applications
- Map out the accounting processes that can be automated or supported by AI
Hands-on work
Conducting an AI maturity assessment in small groups based on a hypothetical case study of an accounting firm. Identifying low-value-added tasks that can be automated. Collaborative workshop to map accounting and financial processes. Group debrief on potential benefits and identified limitations.
2 Understanding Regulatory Requirements and Compliance Issues Related to AI
- Understanding the Principles and Implementation Timeline of the European AI Act
- Identify the obligations applicable to accounting firms as providers of AI solutions
- Implement requirements for human oversight, traceability, and data governance
- Ensuring the Secure Use of Customer Data in Generative AI Tools
- Develop an internal policy on the responsible use of AI
Hands-on work
Guided case study on the regulatory risks associated with using an AI assistant in an accounting department. Working in pairs, participants will develop certain aspects of an AI compliance log that incorporates requirements for traceability, human oversight, and data management. Workshop on drafting excerpts from an AI usage policy applicable to an accounting firm.
3 Automating Accounting and Financial Tasks with AI
- Leverage electronic invoicing and automated ERP controls to ensure the security of accounting processes and detect anomalies
- Leveraging AI to Speed Up Bank Reconciliations and Consistency Checks
- Using AI assistants to produce summaries, reports, and professional communications
- Detecting Accounting Anomalies and Risks Based on Financial Data
- Optimize Procure-to-Pay and Order-to-Cash Processes Through Intelligent Automation
Hands-on work
Individual exercises in drafting prompts to generate accounting summaries, customer payment reminders, and summary notes. Group role-playing exercises on automating a supplier invoice processing workflow. Group analysis of the results generated by AI and human validation of the deliverables.
4 Selecting and Implementing an AI Solution Tailored to Your Accounting Environment
- Define selection criteria for an AI solution based on business needs and regulatory constraints
- Verify integration with existing accounting software, ERP systems, and collaboration tools
- Assess the costs, productivity gains, and return on investment of an AI project
- Test and validate an AI solution with the user teams
Hands-on work
Development of a multi-criteria evaluation framework for AI solutions for accounting firms and departments. Comparative group analysis of several solutions available on the market based on a business scenario. Simulation of a decision-making committee, including a rationale for selecting a tool based on criteria such as compliance, security, cost, and operational efficiency.
5 Deploying AI and Supporting Teams on a Daily Basis
- Organize the phased rollout of an AI solution in an accounting environment
- Define rules for monitoring and validating results generated by AI
- Structuring a Change Management Process for Employees
- Establish performance and quality metrics for AI applications
- Develop best practices for writing prompts and the judicious use of AI assistants
Hands-on work
Development of an AI deployment action plan tailored to an accounting firm or department. Role-playing exercises on communicating with employees and clients regarding the use of AI. Exercises in creating and refining business prompts. Development of a dashboard to track operational gains and compliance metrics.
PARTICIPANTS
Certified Public Accountants, accounting staff, accounting and finance managers, CFOs, management controllers, internal auditors, digital transformation managers, and finance IT project managers.
PREREQUISITES
Basic knowledge of prompt writing or completion of the PEI training.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Certified Public Accountants, accounting staff, accounting and finance managers, CFOs, management controllers, internal auditors, digital transformation managers, and finance IT project managers.
PREREQUISITES
Basic knowledge of prompt writing or completion of the PEI training.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
Dates and locations
Dernières places
Date garantie en présentiel ou à distance
Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.