Become a more efficient accountant with ChatGPT

You have heard everywhere that AI can help you with your work.

But few people show you how to use it to be more productive.

A common question I get is how ChatGPT can help automate time-consuming accounting tasks.

You will find many prompts and materials online, but I can assure you, most of them only scratch the surface.

I've taught accounting and finance teams of big companies (like KPMG, Rakuten, Chanel) how to get the best out of ChatGPT by showing them different prompt techniques in many workshops.

In this week's newsletter, I will share examples of these prompts...

But most importantly, I have a big announcement to make: I have my first NASBA accredited course that is launching!

Finally, you can earn CPE credits by taking my course (details below).

Enjoy this edition.

Nicolas

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My first course with CPE Credits: just for you

AI has taken over finance and accounting as well.

But can it replace you?

It won't... but you might be replaced by people who use AI.

Don't let yourself get in that position; instead, use it to your advantage to earn promotion and progress in your career.

How can you do that?

Take advantage of the?ChatGPT Mastery for Accountants unique video course, which uses the latest ChaGPT 4o.

This is not an ordinary video course.

In this course, you will step in the shoes of a finance manager determined to modernize the accounting and finance operations of a family-owned winery in Napa Valley using ChatGPT.

What are the benefits of taking this practical course for you?

• You will learn how to use AI for financial analysis
• You will implement idea-generation and problem-solving techniques through practical exercises
• You will receive NASBA-approved CPE credits and your certification upon successful completion of the course

Only this week, you have the opportunity to secure lifetime access to the course and SAVE 50%. Get it now for $197 and secure your saving!

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Two Use Cases of ChatGPT for Accounting

To show you the power of using ChatGPT for accounting, here are two examples:

#1: Create A Dunning Email/Letter

Goal: A dunning letter is a notification sent to a customer stating that it is overdue to pay an account receivable to the sender.

If you don’t have any template for your dunning process and you want to create letters to your clients who don’t pay you, this is the fastest way to create a dunning letter.

Prompt: I am an accountant, I need to write a letter to my client for overdue, can you write a letter that politely asks for payment of the invoice from “date” for an amount of $XXX which is due for XX days.

Result:

#2: To Teach you How to use SAP

Goal: SAP is present in many companies. Unfortunately, you don’t always get proper training on how to use SAP, and there is often a lack of good documentation.

On top of that, there are not a lot of tutorials available online.

But with ChatGPT, you can get a good step-by-step tutorial. Based on your prompt, ChatGPT will tell you which transaction you can use and what to enter to make the transaction work.

On top of that, you can use it to help you produce documentation, SOP, and training guides.

Prompt: Tell me which transaction I can use to see the details of a balance sheet account in SAP and explain step by step how to use it to make it work.

?? Read the full article here

I am curious to know if you have already used any AI tools for Accounting.

Let me know!

I hope you enjoyed this article.

Looking forward to reading your questions and responses!

Nicolas

PS: Get ahead of your competitors and master ChatGPT for accounting. Save 50% and secure your job for only $197 . Remember, the offer is available only this week!