GPT Builder for Accountants
SKU: 06-514-01-CPE
Credit Hours: 3
Category: Information Technology
Program Level: Basic
Prerequisites: Familiarity with accounting workflows and basic AI concepts is recommended but not required. No programming experience necessary.
Delivery Method: Online Video
Instructor: Garrett Wasny, MA, CMC, CITP/FIBP
Course Description:
This course provides a concise overview of how accountants can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces.
This course will cover the following Learning Objectives:
- Define GPT Builder and describe its relevance to accounting
- Differentiate among GPTs, Projects, Tasks, and other AI assistant platforms
- Create customized GPTs grounded in accounting documents
- Implement AI tools to automate financial analysis and reporting
- Evaluate GPT output accuracy using evidence-based promptsv
- Design GPTs for strategic advisory and client interaction
- Share and scale GPTs to enhance team productivity and client service