Comparing Today’s Top AI Tools for Accountants: A Hands-On Training Webinar
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Overview
This live, hands-on training webinar offers an interactive exploration of how today’s leading AI tools—ChatGPT, Copilot, Claude, and Perplexity—compare in real accounting and finance applications. Instructors will guide participants through each of the tools, showing how each model performs across a range of professional tasks. Attendees will gain firsthand experience applying AI to everyday workflows while learning how to maintain accuracy, confidentiality, and ethical standards. You’ll explore how to:
- Evaluate which AI tool delivers the best results for specific accounting and finance workflows
- Understand each model’s strengths, limitations, and ideal use cases
- Apply AI to streamline reporting, research, analysis, and data-driven decision-making
- Integrate AI responsibly to enhance productivity while upholding professional integrity
Objective
To provide CPAs and other finance professionals with a hands-on, comparative understanding of today’s top AI tools and their practical use in accounting and finance tasks, while reinforcing ethical and accurate application.
Emphasis
- Demonstrations of ChatGPT, Copilot, Claude, and Perplexity on accounting and finance problems
- Using AI for financial analysis, Excel tasks, accounting research, and report writing
- Evaluating AI output for reliability, accuracy, and professional soundness
- Key distinctions between free and paid versions of major AI models
- Responsible AI use: confidentiality, compliance, and verification best practices
Prerequisite
Knowledge of Excel
Level of Knowledge
Overview
CPE Credits
2
Hours
NASBA Field of Study
Finance