The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You’ll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders.

Topics Covered:

  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF

This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.

Learning Objectives
  • Discover and understand the versatility and wide application of ChatGPT across various platforms like the default ChatGPT website, Bing, Excel, Google Sheets, and Google Docs.
  • Explore and apply the knowledge of using ChatGPT in their preferred environment, demonstrating how it can be seamlessly integrated into their daily workflow.
  • Explore and evaluate the benefits and limitations of ChatGPT across different platforms and assess its effectiveness in their professional context.
  • Identify and analyze various use cases of ChatGPT in accounting scenarios and discuss the implications on their existing workflow.
  • Recognize and demonstrate an understanding of accessing ChatGPT through various interfaces like the ChatGPT Playground and the OpenAI API.
  • Discover and formulate potential new ways to use ChatGPT in their accounting practices, exploring how it can enhance their productivity and decision-making processes.
  • Recognize and reflect on the ethical implications and potential security considerations of using an AI tool like ChatGPT in their professional practice.
Last updated/reviewed: October 30, 2023
12 Reviews (48 ratings)


Anonymous Author
Technology is moving so fast. Any organization could benefit from utilizing AI. The applications are virtually endless. Organizations which are not considering the benefits of AI are putting themselves at risk of not being competitive. This very informative course opened my eyes to how important it is to modernize our accounting processes, as well as, our production analytics methods.

Anonymous Author
This course really got me excited about the possibilities AI provides. It will take some experimentation, but if even only a few of the ideas presented can be used productively, it could be a game changer.

Anonymous Author
This is a good course if you do not know anything about using AI and ChatGPT. The testing was not great. The video covers page 3 and then skips to page 106. You will need to read pages 4 to 105.

Anonymous Author
the code interpreter function has not been fully addressed, and this is one of the key features, which allows a user to work with code in pretty much any programming language.

Member's Profile
The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.

Anonymous Author
Fantastic course - there is a ton of useful information in the slides that I will be referring to in the future.

Anonymous Author
My first experience with anything ChatGPT. Was very interesting and eye opening into what the platform can do.

Anonymous Author
To quote Garrett Wasny (presenter): "how cool is this!". The BEST course I've done this year. Excellent.

Anonymous Author
Very informative course, I learned a lot about this very relevant topic. Well organized. Highly recommend.

Member's Profile
Thank you Garrett, that was really helpful, Good job, waiting for more of such useful courses from you.

Member's Profile
Good course, very up to date, but I would have liked more attention to how to phrase good prompts.

Member's Profile
This is so relevant! Happy with presentation and content. CPE truly useful!

Course Complexity: Foundational
Prerequisite Knowledge: While a basic understanding of AI concepts is beneficial, it isn't mandatory. Familiarity with accounting principles and practices is required.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction and Course Agenda4:52
  ChatGPT Basics30:55
  Custom Instructions9:20
  Using ChatGPT in Bing14:51
  Using ChatGPT in Google Sheets9:58
  Code Interpreter13:58
  Using ChatGPT for Analyzing Financial Statements6:32
  ChatGPT File Uploader7:08
  Key Takeaways2:56
  Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started1:53:24
  Slides: Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation StartedPDF
  Accountants, Meet Chatbot: Your Beginner’s Guide to Getting the ChatGPT Conversation Started GlossaryPDF