AI Agents for Accountants

This webinar introduces accountants to the world of AI agents, focusing on GPT Builder and the rise of specialized, task-oriented AI chatbots that streamline workflows within professional settings. Participants will explore how these AI agents are transforming accounting and consulting by enabling custom-built, domain-specific assistants.

By examining various platforms—like GPT Builder, Claude Projects, Gemini Gems, Notebook LM, and Poe Bot—accountants will gain hands-on experience in creating and deploying personalized AI agents tailored to their specific tasks. This course provides a roadmap for harnessing niche AI tools to improve efficiency, enhance client communication, and drive innovation in financial analysis and strategy.