Upgrade your practice with AI tools that save time, reduce manual effort, and deliver deeper financial insights.
This 30-day crash course is tailor-made for Chartered Accountants, tax professionals, and finance executives who want to streamline daily operations and improve client servicing, with zero coding needed.
What You’ll Learn
💡 AI-Powered Report Generation
Create balance sheets, audit summaries, MIS reports & projections using ChatGPT, SheetAI, and GPT for Excel/Google Sheets
📁 Document Analysis & Smart Filing
Summarize financial statements, tax forms, and invoices from PDFs using ChatGPT with PDF, DocAnalyzer AI, and Klu
🔁 Automate Your Own Accounting Workflow
Set up automations for invoice reminders, follow-ups, tax alerts, client updates, and document categorization
Tools: Make.com, n8n, Zapier for Finance
💬 Client Communication & Drafting
Generate smart email replies, payment follow-ups, audit requests, and policy summaries
🧾 Voice-to-Note for Audit Walkthroughs
Use AI transcription to document client calls, audit discussions, or meetings
⚖️ AI Ethics + Data Confidentiality
Understand where AI ends and legal responsibility begins — ensure secure, ethical use
Who Should Join?
- Chartered Accountants (CAs)
- Tax Consultants
- Finance Managers
- Audit Professionals
- Accounting Firm Staff
Course Format
- Duration: 30 Days
- Mode: Offline / Hybrid
- Daily Time: 1.5 to 2 Hours
- Project: Build and automate a workflow (e.g., invoice management, reminders)
- Certification: Certified AI Finance Assistant – by Bheem Academy & Bheemverse Innovation Pvt Ltd
🎓 Includes all tools, real-world finance case studies, & lifetime access to recordings
