10 · Industry-Specific AI
AI for Accounting & Bookkeeping Professionals
Use AI and Codex to automate accounting administration, analyze transactions, investigate reconciliation exceptions, process invoices, and prepare management reports.
Course overview
Use AI and Codex to automate accounting administration, analyze transactions, investigate reconciliation exceptions, process invoices, and prepare management reports. During this 2-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Accounting automation toolkit., so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for Accountants, bookkeepers, controllers, accounting teams.. Prerequisites: Basic accounting knowledge.. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.
Every course follows the same practical path:
The Copiloted Build Method
- 01Discover
Choose a real work problem or opportunity.
- 02Design
Define requirements, inputs, constraints, and success checks.
- 03Build
Use OpenAI Codex to create a practical solution.
- 04Validate
Test behavior, calculations, privacy, and security risks.
- 05Apply
Plan how to adapt the deliverable at work.
Who should attend
- Accountants
- bookkeepers
- controllers
- accounting teams.
- business analysts
Prerequisites
Basic accounting knowledge.
Tools and access
OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.
Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.
What you will learn
- Categorize transactions in a guided exercise, then verify and explain the result
- Review invoices in a guided exercise, then verify and explain the result
- Analyze ledgers in a guided exercise, then verify and explain the result
- Identify exceptions in a guided exercise, then verify and explain the result
- Calculate aging in a guided exercise, then verify and explain the result
- Prepare reports in a guided exercise, then verify and explain the result
- Validate financial outputs in a guided exercise, then verify and explain the result
- Automate workflows in a guided exercise, then verify and explain the result
- Document controls in a guided exercise, then verify and explain the result
- Build accounting tools in a guided exercise, then verify and explain the result
Complete curriculum
Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.
Day 1 · Six instructional hours, excluding breaks
Accounting Analysis
Module 1 · 90 minutes
AI and Codex in accounting.
- Learn the workflow and business concepts behind AI and Codex in accounting.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 2 · 90 minutes
Transaction classification and invoice information.
- Learn the workflow and business concepts behind Transaction classification and invoice information.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 3 · 90 minutes
Reconciliation and exception analysis.
- Learn the workflow and business concepts behind Reconciliation and exception analysis.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 4 · 90 minutes
Codex lab: build a transaction and exception analyzer.
- Learn the workflow and business concepts behind Codex lab: build a transaction and exception analyzer.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Accounting analysis utility
Day 2 · Six instructional hours, excluding breaks
Accounting Automation
Module 5 · 90 minutes
Accounts payable and receivable.
- Learn the workflow and business concepts behind Accounts payable and receivable.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 6 · 90 minutes
Management and client reporting.
- Learn the workflow and business concepts behind Management and client reporting.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 7 · 90 minutes
Document processing, controls, and auditability.
- Learn the workflow and business concepts behind Document processing, controls, and auditability.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Module 8 · 90 minutes
Codex lab: build an invoice processing and reporting prototype.
- Learn the workflow and business concepts behind Codex lab: build an invoice processing and reporting prototype.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Accounting automation toolkit.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Accounting automation toolkit
Hands-on project
Use AI and Codex to automate accounting administration, analyze transactions, investigate reconciliation exceptions, process invoices, and prepare management reports. The guided capstone produces Accounting automation toolkit.. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.
What you take home
- Accounting automation toolkit.
- Project files and source code where applicable
- Reusable prompts, exercise materials, and reference notes
- A practical checklist for adapting and validating the work
The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.
Pricing
Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.
On-site delivery requires a custom quote. Travel and accommodation are separate.
Request a quote ↗Instructor-led delivery
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Course FAQs
What will I build?
The course project is Accounting automation toolkit.. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.
Do I need coding experience?
Basic accounting knowledge. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.
What Codex access and software do I need?
The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.
Will the project be ready for production?
The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.
Don't Just Learn AI. Build Something That Works.
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Book a discovery call ↗