AI and Automation in Accounting, Finance and Taxation
A comprehensive program for accounting professionals on applying Artificial Intelligence to automate, audit, and optimize financial workflows in the Tally ecosystem — including Excel Copilot and ChatGPT integration.
Course Modules
- Evolution of accounting
- Key AI concepts for finance professionals
- AI vs. traditional automation
- Overview of TallyPrime 7.0
- AI integration tools
- Tools & Platforms:TallyPrime 7.0 | AI Accountant | ChatGPT
- OCR and intelligent document processing
- Automated bank statement import
- AI-based vendor bill processing
- Predictive ledger classification
- Automated bank reconciliation
- Smart voucher entry
- Tools & Platforms:AI Accountant | Vouchrit | TallyPrime API | Suvit | TaxOne
- AI-based GST classification
- Intelligent GST reconciliation
- Automated ITC eligibility checks
- AI-assisted GSTR filing
- AI-powered TDS/TCS compliance
- Tools & Platforms:Suvit / TaxOne | TallyPrime GST | ChatGPT | ClearTax AI
- AI-assisted auditing
- Anomaly detection
- Benford's Law analysis
- Duplicate transaction detection
- Risk scoring
- Tools & Platforms:ChatGPT | Excel AI | Talligence | AI Risk Scoring Engine
- Copilot for Excel
- Auto-generating formulas
- Exporting Tally data to Excel
- Prompt engineering for finance
- Generating financial commentary
- Tools & Platforms:Excel Copilot | ChatGPT | Microsoft 365 | TallyPrime Export
- Introduction to BI
- Talligence analytics
- Power BI AI integration
- Financial KPI dashboards
- Predictive cash flow models
- Tools & Platforms:Talligence | Power BI AI | Excel Copilot | TallyPrime ODBC
- How Large Language Models work
- Comparing leading LLMs
- Advanced prompt engineering
- AI for financial documentation
- Building a finance prompt library
- Tools & Platforms:ChatGPT GPT-4o | Claude AI | Copilot M365 | Gemini
- Simulate a complete month-end close
- Process bank statements and invoices
- Perform GST reconciliation
- Run audit simulations
- Build a client MIS dashboard
- Deliverables:AI-automated month-end close package, executive summary, and finance prompt library.
What We Teach: Practical Case Studies & Assignments
- Basic Accounting: Understand basic accounting & pass entries based on Practical/US Accounting rules.
- Tally Setup: Create companies, manage data, and backup/restore.
- Voucher Entries: Record transactions for the current financial year in Tally.
- Method of Accounting: Apply accounting principles in Tally.
- Ledger Finalization: Reconcile and finalize ledger balances in Tally.
- Bank Reconciliation: Prepare Bank Reconciliation Statements (BRS) in Tally.
Exam Pattern
In order to complete the course and download the certificate, you will need to complete the course.
Course completion will be considered when you have completed the following:
- Answered all of the Assessments and MCQs that come at random intervals during the course.
- Complete all of the Experiments, Case Studies and Assignments.
- Take the Final test and score at least 50% in it.
Your final marks will be evaluated as follows:
- 20% – Course MCQs
- 20% – Simulation Completion
- 60% – Final MCQ Exam (20 Questions; 30 Minutes)
Once you have completed it all, you will be provided with marks and a ‘Grade’ and you will be able to download the certificate.
Get Certified in Our Practical Courses
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- Industry-recognized certification upon completion.
- Users can download certificate after completing the final course test.
8 Chapters
16 Case Studies
89 Assessments
00 Recordings
00 MicroVideos
00 Languages