ChatGPT for Accountants: Prompt Engineering for Financial Analysis


Date: August 31, 2023 | Time: 01:00 PM (ET)
Duration: 120 Minutes | Speaker: Garrett Wasny
Certification: SHRM & HRCI Credit – 2.0

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Unlock the game-changing potential of ChatGPT for accountants! Discover the explosive frontier of AI-driven conversations and their unique benefits for analytical and advisory roles. Seamlessly integrate this versatile AI tool into various platforms, expanding horizons for interactions with artificial intelligence. Explore ChatGPT's unprecedented language capabilities and gain a foundational understanding of the limitless potential. Enhance productivity and deliver superior value to clients and stakeholders with these new digital tools. Embrace the future of accounting with AI chatbots and revolutionize your profession. Don't miss out on this opportunity to stay ahead in the evolving world of AI and accounting!

Course Description

The presentation highlights the game-changing potential of ChatGPT for accountants.  The session explores the exploding frontier of  AI-driven conversations and their specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence.  You’ll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders.


Applicable For

This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.


Learning Objectives

By the end of this course, participants should be able to:

  • Understand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
  • Apply the knowledge of using ChatGPT in your preferred environment, demonstrating how it can be seamlessly integrated into your daily workflow.
  • Evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
  • Analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
  • Demonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API
  • Formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance your productivity and decision-making processes.
  • Reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.


Topics Include

  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF

Ask your question directly from our expert during the Q&A session following the live event.


Garrett Wasny

Garrett Wasny, MA, CMC, CITP/FIBP is a digital skills advisor to CPAs worldwide and a former management consultant for Price Waterhouse. As an author, he's published three books, written hundreds of articles and columns on internet strategy for leading business publications, and developed 50+ NASBITE-accredited accounting courses. As a speaker, he’s delivered thousands of seminars and webinars to CPAs and accounting organizations over three decades on three continents.


Taxdu is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 2.0 PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please

This Program has been approved for 2.0 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™, and SPHRi™ recertification through HR Certification Institute®? (HRCI®).


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