AI Specialist for Accounting and Financial Processes

Course overview

AI specialists for accounting and financial processes use AI tools in operational financial work: processing documents, checking invoices, reconciling accounts, and preparing closing tasks. The training focuses on ongoing accounting practice, in contrast to the controlling perspective with planning, key figure management, and reporting. Accelerating Document Processing The flow of documents is the daily business of accounting. - Capture, read, and pre-account incoming invoices - Match document data against orders and delivery notes - Identify and follow up on incomplete or suspicious documents - Store recurring booking cases as rules and templates Verification and Reconciliation - Invoice verification for calculations, mandatory information, and plausibility - Evaluate open item lists and prioritize clarification cases - Prepare account reconciliation with AI support - Control payment runs and avoid duplicate payments Communication Around the Document Many accounting tasks involve clarification work with others. - Formulate inquiries to suppliers, customers, and departments - Create factual and effective reminders and follow-up texts - Document clarification cases and conclude them in a traceable manner Support for Closing and Reporting Tasks - Structure contributions to monthly and annual closings - Document accruals and provisions with supporting documents - Maintain checklists and deadline overviews for recurring reports Care, Law, and Responsibility - Uphold the principles of proper accounting when using AI - Traceability: AI prepares, the accounting department books - Data protection and confidentiality regarding financial and personnel data Tools in Everyday Finance The use remains close to the existing system landscape. - Interaction of accounting software, spreadsheets, and AI tools - Accelerate document storage and search with AI support - Prepare evaluations for inquiries from management - Facilitate onboarding and representation with documented work aids - Simplify collaboration with tax consultants and auditors through organized documents - Accelerate travel expense and reimbursement processes with AI pre-checks - Quickly assign cash and bank movements and clarify discrepancies - Monthly quality routine: evaluate sources of error and refine rules - Reduce document backlog after vacation periods with prioritized work lists This training conveys how operational financial work can be made faster, more consistent, and audit-proof with AI tools.

Upcoming dates

• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Frankfurt am Main · Hybrid Learning
• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Herzogenrath · Hybrid Learning
• 2026-10-20T22:00:00.000Z · 2026-12-22T23:00:00.000Z · Leinfelden-Echterdingen · Hybrid Learning
• 2026-11-03T23:00:00.000Z · 2027-07-03T22:00:00.000Z · Virtuelles Klassenzimmer