AI training in accounting and accounting offices

Workshop may take place online or at your location. The price starts from €1,150 net per day, and the scope of preparation, number of groups, and full pricing are determined before booking.

The program covers the entire process of the task

An employee needs to know which materials to pass to the tool, how to describe the expected result, and how to check it. Simply generating a summary does not end the work. If it involves multiple clients or different periods, the author must be able to determine to which information each piece refers.

In the program, we can combine the following areas:

• Comparing invoices, orders, and other documents while maintaining references to sources.
• Preparing a list of missing information and questions to the client.
• Summarizing open cases before reviewing the period, with updates after receiving responses.
• Using approved office instructions and identifying situations that the instruction does not explain.

The selection of exercises depends on the roles of participants. People compiling documents work on describing gaps and correspondence. Accountants may focus on comparing materials and checking summaries. A manager needs to be able to assess whether the prepared summary allows them to review the cases without re-reading the entire correspondence.

One case, a new client response

In an example exercise, the client sends an invoice without information about which project the cost relates to. The participant prepares a short summary and a request for completion. Then they receive a response with a project description, but without confirmation of the responsible person on the client's side.

The case needs to be updated so that the new information is visible, and the unresolved question remains open. The participant checks the result against the information. The instructor discusses whether the summary maintains the correct context and whether the question relates to the information that is still missing.

This exercise is about working with information. During the setup, we also select other tasks to ensure the training scope matches the group's work. We do not assess the accounting skills of participants or teach tax resolution based on model responses.

Preparation without sending documents for the first conversation

At the beginning, it's enough to describe the task and the tools used in the office. We determine the number of participants, their experience with AI, and the periods they can allocate for the sessions. Long-term accounting experience does not mean familiarity with ChatGPT, so we check the level of tool handling separately.

We select training materials after agreeing on the rules. We can prepare fictional documents similar to those used in the office. When using real materials, we need to determine beforehand which data can appear in the selected environment and who will have access to it. Exercises maintain the separation of client cases.

In the offer, we describe the preparation of the instructor and required accounts. If the office is just starting to use a corporate ChatGPT or Claude, the environment configuration can be discussed during the training. The workshop price does not automatically include all administrative and integration tasks.

How to check what remains after the sessions

Before the training, we select the type of work by which the office will assess the program's usefulness. It can be a list of cases to clarify or a comparison of documents with source indications. Participants receive feedback on their own attempts and improve the prepared material.

The session cycle may include a self-directed task between meetings. This allows returning to difficulties that arose after the first workshop. The scope of such a review and subsequent support is determined in the offer.

General formats are described in team training offer.

Pricing of the program for the office

Training starts from €1,150 net per day. The price of the entire program depends on preparation, number of groups, number of sessions, and agreed support. License costs and potential travel are determined during pricing. Current pricing.

If the issue is manual transfer of the same data between programs, we can separately discuss automation. Training will be the appropriate scope when the team uses AI independently and needs the skills to evaluate its responses.

Describe the task on which the team will practice. We will propose a program and method of preparation before asking for materials for the sessions.

Program for different roles in accounting

A person preparing summaries practices comparing sources and describing differences. A manager works with shorter material: a summary of open cases, from which it is clear what requires their attention. A purchasing or warehouse employee may join the part about information passed between departments.

In the accounting office, examples include documents and responses from clients, and exercises maintain the separation of cases for individual clients. Accounting experience and AI familiarity are determined separately. A person with a long tenure may need an introduction to the tool, while a regular user will spend more time comparing versions and improving summaries.

How much does the training cost and when does it pay off

Training starts from €1,150 net per day. We calculate the return on one process, without assumptions about the entire company.

According to a study published in Science (2023), the time for writing tasks with ChatGPT decreased by 40%. Therefore, the scenario adopts a cautious weekly hour and verifies it by measurement.

Most common questions

How much does AI training for accountants cost?

From €1,150 net per day of sessions. The price of the program depends on preparation, number of groups, number of sessions, and agreed support. Licenses and potential travel are determined during pricing.

Do the sessions use the client's documents from the office?

Exercises may use fictional documents and correspondence. If the office allows its own materials, the rules for their use are agreed before the sessions.

Can the training take place online?

Yes. Sessions are conducted at the client's office in Warsaw or online, in a tool approved by the company.