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Accounting & FinanceBeginnerCourse

AI-assisted bookkeeping & financial analysis

Automate transaction categorization, reconciliation checks, and financial reporting with AI — Excel and QuickBooks included.

90 min
ChatGPTExcelGoogle Sheets
10xCareer Team

Choose your training style

Pick the format that matches the level of support you want.

Self-pacedAvailable

Self-paced

Start immediately and work through the training on your own schedule.

Free
Human trainerComing soon

Human trainer

Join a guided cohort or workshop format when live delivery is available.

$99

Guided by an instructor

AI trainerComing soon

AI trainer

Practice with an AI-guided trainer experience tailored to the course topic.

$9

Personalized guidance

What you'll learn
  • Automate transaction categorization with AI assistance
  • Detect anomalies and flag unusual transactions
  • Generate AI-assisted financial reports and variance analysis
  • Build month-end close workflows with AI automation

Overview

Accountants spend 40-60% of their time on data entry and categorization. AI can handle the repetitive parts so you can focus on analysis and advisory work.

What you'll learn

  1. AI-powered transaction categorization and coding
  2. Anomaly detection: spotting unusual transactions automatically
  3. Financial statement analysis with AI summarization
  4. Building AI-assisted reconciliation workflows
  5. Using AI to draft management commentary and variance explanations

What you'll build

  • An AI categorization workflow for bank transactions
  • A financial health dashboard with AI-generated insights
  • A month-end close checklist with AI automation points

Tools you already know

This course works with Excel, Google Sheets, and QuickBooks — no coding required. We add AI as a layer on top of your existing tools.

Why this matters

Advisory services are where accounting is headed. AI handles the compliance grind so you can deliver the strategic value clients actually pay for.

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