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Summary

Most accounting professionals have experimented with AI. Far fewer have turned it into a reliable part of their workflow. This two-part practical session explores how accounting professionals can move beyond basic AI experimentation and use AI more effectively in their day-to-day work.

Part 1 – Prompt Hygiene & Practical AI will focus on the fundamentals of creating effective and reliable prompts. Participants will explore how to provide AI with the right context, instructions, constraints and expected outputs, along with practical prompting techniques for common accounting tasks. Real-world examples will demonstrate how better prompting can improve the accuracy, consistency and usefulness of AI-generated outputs.

Part 2 – From Prompts to AI Agents will build on these concepts and explore how AI can move beyond responding to individual prompts to supporting repeatable, multi-step accounting workflows. The session will introduce AI agents, practical accounting applications, automation opportunities and how AI can work with existing accounting systems and data.

The sessions will also include practical examples of AI implementation in accounting, demonstrating how organisations can move from individual AI use cases towards more connected and automated workflows, while maintaining appropriate human oversight and controls. 

Successful registrants will receive an event information email closer to the event date. 

For more information, please contact us at sg@cpaaustralia.com.au

CPD Hour: 1 CPD hour per session

 

Learning Outcomes:

By the end of the sessions, participants will be able to: 

  • Apply practical prompting techniques to improve AI outputs. 
  • Identify the key elements of an effective accounting prompt. 
  • Apply AI to common accounting tasks and workflows. 
  • Identify accounting processes that could benefit from AI and automation. 
  • Differentiate between prompting AI and using AI agents. 
  • Identify opportunities to integrate AI with existing accounting systems and processes. 
  • Outline key considerations for implementing AI with appropriate human oversight and controls.

Speakers

Take a look at our speakers scheduled for this event.

Muskan Gutgutia

Marketing Communications Manager, SimpleAI

Muskan leads marketing and communication efforts at SimpleAI, where she leads storytelling and communication efforts to help businesses adopt automation with confidence. With 5+ years across APAC, AU, and India, she has shaped digital strategies for clients like Citibank, Mastercard, Sephora, and now, accounting tech startups. Muskan’s focus lies in demystifying tech and making innovation approachable for professionals.

Michelle S.

Business Development Manager, SimpleAI

Armed with her MSc in Strategic Analysis and Innovation at the National University of Singapore, Michelle has functioned as a Performance Management Analyst at Philip Morris International for 1.7 years. Michelle specializes in creating KPIs, analyzing metrics, and developing performance dashboards to drive better business decisions. She is passionate about strategic management and operational strategy.