AI and Automation in Accounting

A hands-on program for accounting teams putting AI and automation into their workflows to cut manual work and get better numbers out of the books.

Track

Accounting and Finance

Format

In person, 889 Harbourside Drive

Length

Six modules

Taught by

Aragon's accounting firm

About the course

Accounting is one of the functions AI has changed fastest, and one where the difference between a good implementation and a poor one shows up immediately in the quality of the numbers.

Automating the wrong step adds review time instead of saving it. Knowing which parts of the cycle to hand to software, and which to keep under human judgment, is the whole skill.

This is a hands-on program built around systems already in production. You will automate a real workflow end to end, from receipt capture and transaction categorisation through to reconciliation, connect the accounting system to payroll, billing and the bank so data stops being entered twice, and use AI for forecasting, trend identification and anomaly detection. You will also design the review layer that sits over all of it, because audit trail, data quality and privacy still matter when the work is machine-generated.

Taught by our accounting firm using the tools it runs on portfolio books, so nothing on the syllabus is a demonstration. It is built for accountants, bookkeepers and finance leads responsible for a monthly close.

What Participants Will Learn

  • Automating bookkeeping workflows
  • Cloud accounting systems and integrations
  • AI for financial analysis, forecasting and anomaly detection
  • Designing the human review layer

Course Outline

Module 1: Where AI Fits in an Accounting Workflow

  • Real applications against marketing claims
  • The tools actually in production today

 

Module 2: Workflow Automation

  • Receipt capture, coding and transaction categorisation
  • Bank reconciliation and the rules behind it

 

Module 3: Cloud Accounting Systems

  • Connecting accounting, payroll, billing and the bank
  • Ending rekeyed data

 

Module 4: AI-Driven Financial Analysis

  • Trend identification and forecasting
  • Anomaly and error detection

 

Module 5: Review, Control and Risk

  • What stays under human review, and how often
  • Audit trail, data quality and privacy

 

Module 6: Implementation Workshop

  • Building one real workflow end to end
  • Measuring what it saved

Who it is for

Accountants, bookkeepers and finance leads responsible for a monthly close.

Founders in the Aragon portfolio take these courses as part of the work we already do with them. Courses are also open to founders and professionals outside the portfolio.

Bring your own close. The sessions work through real workflows, and the more of yours you bring, the more useful the six modules are.