This 10-course video series will help provide accounting professionals with the practical skills needed to leverage today’s most powerful AI tools. Covering platforms like ChatGPT, Google Gemini, Claude, and NotebookLM, the series walks through real-world use cases, prompt engineering techniques, data visualization tools, and lessons learned from applying AI in accounting workflows.
From foundational FAQs to advanced automation strategies, each course is designed to help accountants streamline tasks, improve accuracy, enhance client communication, and uncover deeper insights from data. Whether you’re just getting started or looking to stay ahead of emerging AI trends, this 2026 update provides actionable guidance to confidently integrate AI into your daily practice.
Lambers, in partnership with Garrett Wasny, MA, CMC, CITP/FIB, is offering the following AI Essentials for Accountants Certificate Series which will take you from the basics to confident daily use of Artificial Intelligence Essentials.
AI Essentials for Accountants 2026 Certificate Series
Course Objectives
ChatGPT and Advanced Accounting Research – 2026
Course Description:
This course developed using the latest generation of AI research applications, provides a concise overview of advanced capabilities of ChatGPT and how accountants can leverage artificial intelligence to enhance productivity, advisory services, research, and decision-making.
Learning Objectives:
- Identify the core capabilities of ChatGPT and generative AI tools
- Explain how AI is transforming accounting workflows and advisory services
- Evaluate AI security, governance, and risk considerations in professional environments
- Apply ChatGPT to analyze financial data and support Excel workflows
- Demonstrate how AI can assist with research, reporting, and documentation tasks
- Design customized AI assistants to support accounting processes
- Assess the opportunities and limitations of AI in professional decision-making
AI FAQs for Accountants – 2026
Course Description:
This course was developed entirely using the latest generation of AI research applications, provides a concise overview of the most common and practical questions accountants ask about artificial intelligence and how it is transforming modern accounting practice.
Learning Objectives:
- Explain the core concepts of artificial intelligence and generative AI in accounting practice
- Identify practical accounting tasks that can be enhanced or automated using AI tools
- Evaluate risks associated with AI outputs, including hallucinations and bias
- Analyze how AI affects professional judgment, ethics, and regulatory compliance
- Apply prompt-engineering techniques to improve AI accuracy and usefulness
- Assess governance frameworks and policies for responsible AI adoption
- Design strategies for integrating AI into accounting workflows and client service
AI Lessons Learned for Accountants – 2026
Course Description:
This course, developed entirely from using the latest generation of AI research applications, provides a concise overview of the real-world lessons accounting professionals have learned while experimenting with artificial intelligence tools across audit, tax, advisory, and firm operations.
Learning Objectives:
- Identify common mistakes firms make during early AI pilots
- Explain how AI adoption changes accounting workflows and processes
- Evaluate AI risks related to privacy, security, and governance
- Analyze how AI can improve risk detection, fraud monitoring, and control testing
- Assess realistic expectations for efficiency and return on AI investments
- Develop strategies to integrate AI into advisory and client communication workflows
- Design practical AI pilots and governance frameworks for accounting teams
AI Prompt Engineering Masterclass for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of advanced prompt engineering techniques designed specifically for accountants and financial professionals working with generative AI tools.
Learning objectives:
- Define the concept of iteration engineering and its role in professional AI use
- Explain how AI can function as a collaborative analytical partner for accountants
- Identify security and governance principles required for responsible AI adoption
- Analyze AI outputs using structured questioning and professional skepticism
- Apply persona-driven prompts to generate expert-level AI insights
- Evaluate AI-generated information for risk, bias, and regulatory implications
- Design structured prompts and workflows to improve research and decision-making
ChatGPT for Accountants: 50+ Practical Use Cases
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how accountants can use ChatGPT and modern generative AI tools to dramatically improve productivity, research, communication, and advisory services across the accounting profession.
Learning objectives:
- Identify key capabilities of ChatGPT relevant to accounting workflows
- Explain the major security and governance principles for AI use in accounting firms
- Analyze practical AI use cases that improve productivity and advisory services
- Evaluate when AI-generated outputs require verification and human oversight
- Apply prompting techniques to generate professional communications and analyses
- Assess opportunities to integrate AI into accounting workflows and research tasks
- Design practical strategies for incorporating AI into daily accounting operations
ChatGPT Vision for Financial Analysis – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of how AI vision technologies – particularly ChatGPT Vision – are transforming financial analysis, auditing, and advisory services.
Learning Objectives:
- Explain the core principles and capabilities of AI vision technologies
- Identify practical use cases for AI vision in accounting and financial analysis
- Analyze visual financial data such as screenshots, documents, and images using AI tools
- Evaluate risks, limitations, and security considerations associated with AI vision
- Apply structured prompts to extract insights from visual information sources
- Assess operational and compliance insights derived from visual analytics
- Interpret emerging trends in AI vision and their implications for the future of accounting
Google Gemini AI for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of Google Gemini and its rapidly expanding ecosystem of artificial intelligence tools designed to enhance productivity, research, and advisory capabilities for accounting professionals.
Learning Objectives:
- Explain the architecture and capabilities of Google Gemini
- Differentiate Gemini from other generative AI systems used in business
- Demonstrate how Gemini supports document analysis and research
- Apply Gemini features such as Gems and Canvas to accounting workflows
- Analyze financial data using Gemini-assisted spreadsheet techniques
- Evaluate opportunities for integrating Gemini into professional practice
- Assess governance considerations when using AI in accounting environments
NotebookLM Use Cases for Accountants
Course Description:
This course, developed entirely from scratch using the latest generation of AI applications, provides a concise overview of how accountants can use Google’s NotebookLM as a powerful AI-driven research and analysis assistant to transform everyday accounting workflows.
Learning Objectives:
- Explain how NotebookLM differs from general AI chatbots for professional research
- Construct a source-grounded AI notebook using financial and regulatory documents
- Analyze financial statements and disclosures across multiple reporting periods
- Evaluate accounting workflows where AI can improve speed and insight generation
- Detect unusual patterns and risk indicators within accounting data sets
- Apply citation verification techniques to validate AI-generated outputs
- Design repeatable AI-assisted workflows for accounting research and audit analysis
Claude Cowork for Accountants
Course Description:
This course provides a concise overview of how Claude Cowork transforms artificial intelligence from a passive conversational tool into an active, execution-driven digital coworker for accountants.
Learning Objectives:
- Analyze differences between conversational AI and agentic AI
- Evaluate Claude Cowork for accounting workflows
- Design structured AI-driven task environments
- Implement instruction-based automation systems
- Synthesize data into professional outputs
- Assess risks in AI-powered execution
- Develop scalable AI workflows for firms
AI Data Visualization & Mapping Tools for Accountants – 2026
Course Description:
This course, developed entirely from scratch using the latest generation of AI research applications, provides a concise overview of AI-powered data visualization and mapping tools and their transformative impact on the accounting profession.
Learning Objectives:
- Analyze financial data using AI visualization tools
- Evaluate the effectiveness of different visual formats
- Design dashboards and visual reports for stakeholders
- Interpret trends, patterns, and anomalies visually
- Apply governance and ethical standards to AI outputs
- Develop workflows for rapid visualization creation
- Construct compelling visual financial narratives
