Training course · ChatGPT · Accounting

ChatGPT for Accounting Teams

Use ChatGPT safely and productively at work: projects, custom GPTs, data analysis, Canvas and privacy settings in team workspaces.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects ChatGPT with the everyday processes of Accounting. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

For many business teams, ChatGPT is the first AI tool they use every day – yet there is a methodical gap between asking the odd question and achieving real productivity gains. In this hands-on day you learn to apply ChatGPT deliberately to recurring work: drafting and editing text, summarising documents, analysing spreadsheets and structuring decision papers. You work with Projects that keep files and instructions together, with Canvas for reworking longer documents, and with data analysis for Excel and CSV files. Every exercise is based on genuine tasks from your own function.

The second focus is scale and responsibility. You build a custom GPT that knows your templates, tone of voice and review rules, and that colleagues across the workspace can use. We also clarify which data belongs in ChatGPT and which does not, how Team and Enterprise workspaces differ from personal accounts, and which settings matter for model training, memory and sharing. You leave with a personal prompt library, a working GPT and clear ground rules for using ChatGPT responsibly across your organisation.

Accounting is shaped by recurring processes, high document volumes and strict requirements for proper bookkeeping. Generative AI and automation provide real relief: AI assistants extract data from supplier invoices, suggest account assignments, explain transactions under local GAAP or IFRS and draft queries to suppliers or internal departments. AI agents support account reconciliations, the month-end close and the preparation of documents for external auditors and tax advisers. Responsibility for correct postings stays with people, but routine work shrinks, leaving time for exceptions, process improvement and analysis. The prerequisites are clear review steps, documented procedures and tools that respect requirements for traceability and immutability, such as the German GoBD principles.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • General ledger and accounts payable accountants
  • Accounts receivable specialists
  • Financial accountants preparing statements
  • Heads of accounting
  • Shared service centre staff

Typical challenges we address

  • Processing high volumes of documents in many formats on time
  • Resolving reconciliations and open items during the month-end close
  • Accounting correctly for complex transactions under GAAP, IFRS and VAT rules
  • Providing complete, traceable records for audits and tax inspections

What you will be able to do

  • You write structured prompts that reliably produce usable results for your day-to-day tasks.
  • You organise your work in Projects and revise longer documents efficiently with Canvas.
  • You analyse spreadsheets and files with data analysis and critically verify the results.
  • You build a custom GPT for a recurring task and share it with your team.
  • Use AI for document processing, account assignment suggestions and reconciliations with clear review steps.
  • Use AI assistants to clarify GAAP, IFRS and VAT questions and verify the answers professionally.
  • Design AI-supported processes that meet bookkeeping compliance requirements and are fully documented.

Course outline

Module 1 Foundations and effective prompting
  • How language models work: strengths, limitations and hallucinations
  • Building effective prompts with role, context, task and output format
  • Refining iteratively instead of starting over: follow-ups and correction loops
  • Choosing models and using web search and deep research appropriately
Module 2 Projects, Canvas and document work
  • Setting up Projects to group files, instructions and chats by topic
  • Summarising, comparing and interrogating long documents
  • Using Canvas to revise text and drafts section by section
  • Templates for emails, reports, minutes and presentation outlines
Module 3 Data analysis with spreadsheets and files
  • Uploading, cleaning and analysing Excel and CSV files
  • Calculating KPIs, replicating pivot logic and explaining variances
  • Generating charts and preparing them for presentations
  • Verifying results: checking calculation steps and sanity checks
Module 4 Custom GPTs for recurring tasks
  • Identifying and scoping good use cases for GPTs
  • Configuring instructions, knowledge files and conversation starters
  • Testing, improving and sharing a GPT within the workspace
  • Maintenance, change tracking for instructions and ownership in the team
Module 5 Privacy, workspaces and governance
  • Personal accounts versus Team and Enterprise workspaces
  • Settings for model training, memory, temporary chats and sharing
  • Handling personal and confidential data in line with GDPR
  • Internal usage policy and quality assurance for AI output
Module 6 Practice lab: Accounting
  • Invoice data extraction
  • Account assignment and guidance
  • Reconciliation support
  • Dunning and supplier communication
  • Close checklists and procedures
  • Audit request preparation
Module 7 Data protection, quality & transfer to daily work
  • AI-supported accounting processes must meet bookkeeping requirements such as the German GoBD, in particular traceability, immutability and up-to-date procedural documentation. Invoices and bank data contain personal data, so processing them in AI tools requires a GDPR-compliant data processing agreement.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Invoice data extraction

AI reads incoming invoices in PDF or e-invoicing formats, checks mandatory VAT details, suggests supplier, GL account and cost centre and flags incomplete or unusual documents for review.

Account assignment and guidance

An AI assistant explains transactions such as prepayments, provisions or capitalisation of assets, proposes possible journal entries and points to the relevant rules, which you then verify professionally.

Reconciliation support

Automations compare bank transactions with receivables and payables, match payments to open items and produce a list of unexplained differences with suggested explanations for the month-end close.

Dunning and supplier communication

AI drafts polite, factual payment reminders, queries about missing purchase order numbers or credit note requests and adapts tone and language for domestic and international customers and suppliers.

Close checklists and procedures

From existing notes, AI creates structured closing checklists, work instructions and sections of the procedural documentation required for compliant bookkeeping, which the team reviews and maintains.

Audit request preparation

When auditors or tax inspectors send requests, AI helps structure the questions, map the evidence required and draft clear explanations of postings, estimates and judgements.

Prerequisites

Confident use of office applications and a web browser; no prior AI knowledge is required. Feel free to bring your own non-confidential sample tasks from your daily work. You have a basic knowledge of financial accounting and work regularly with an ERP or accounting system.

Technical requirements

A laptop with an up-to-date browser and a ChatGPT account; a paid plan or access to your organisation's Team or Enterprise workspace is recommended for custom GPTs, Projects and data analysis.

Data protection & compliance

AI-supported accounting processes must meet bookkeeping requirements such as the German GoBD, in particular traceability, immutability and up-to-date procedural documentation. Invoices and bank data contain personal data, so processing them in AI tools requires a GDPR-compliant data processing agreement.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Fri, 27 November 2026 Online Request
  • Thu, 10 December 2026 Berlin Request
  • Fri, 18 December 2026 Online Request
  • Thu, 14 January 2027 Stuttgart Request
  • Thu, 21 January 2027 Online Request
  • Tue, 2 February 2027 Hanover Request

Frequently asked questions

Do I need a paid ChatGPT licence for the course?

You can follow the fundamentals with a free account. However, features such as custom GPTs, Projects with larger files and advanced data analysis are tied to paid plans or come with far more generous limits there. Ideally you join with access to your organisation's Team or Enterprise workspace, so you practise under real conditions.

May I enter confidential company data into ChatGPT?

That depends on your plan, your contractual terms and your internal policy. In Team and Enterprise workspaces, content is not used for training by default, but GDPR and confidentiality obligations still apply. In the course you learn how to classify and anonymise data and how to choose the right settings.

How is a custom GPT different from a saved prompt?

A GPT bundles persistent instructions, knowledge files and optional tools such as web search or data analysis into a dedicated assistant. Colleagues can use it without any prompting skills and get consistent results. A saved prompt, by contrast, has to be copied and supplemented with context every time, which is far more error-prone.

Are AI-supported postings compliant?

AI provides suggestions, but postings are made in your compliant accounting system after review by staff. What matters are documented review steps, logging and updated procedural documentation. In the course we work out how to embed AI steps cleanly in your process and make them transparent to auditors.

How well does AI handle invoices with different layouts?

Modern models usually process varied layouts and structured e-invoices reliably, but they make mistakes with blurred scans or unusual formats. Plausibility checks such as total reconciliation, VAT rate validation and supplier master data matching are therefore essential. We show how to build these controls into your workflow.

How much does “ChatGPT for Accounting Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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