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Profession · 4 cases
AI for accountant
Cases of accountants using AI to reconcile entries, explain tax rules to clients, review spreadsheets and automate monthly routines.
Each case includes the original account with a link to the source, what worked, what went wrong and a prompt we wrote for you to adapt to your own situation. Replace what is in brackets with your own details and review the result before using it.
4 cases, 2 of them from Brazil, from newest to oldest. The tools that show up most in these accounts are Codex, ChatGPT, and Claude Code. The most common topics are productivity, business and sales, and personal finance. Every case is checked by hand before it enters the directory.
The cases
4 cases
01Bookkeeping for a Swedish company with agents
A cofounder had agents read receipts, suggest accounts and VAT, and prepare entries for approval.
02A former tax preparer tests Claude on his own return
Ex-PwC Geoffrey Doempke let Claude classify documents and extract numbers into files he could check.
03Setting up a monthly bank reconciliation routine with AI
A finance professional describes how to use ChatGPT to cross-check a bank statement against the general ledger and flag differences.
04Testing AI with technical accounting questions before trusting it
The president of CRC-RS says he tested ChatGPT with technical questions in the field and found the answers satisfactory.