This course provides an overview of leveraging AI for data analysis and reporting in accounting. It covers the automation of data extraction, cleansing, and normalization processes as well as how AI facilitates automated financial analysis and forecasting. This course also addresses how AI generates actionable insights from financial data which aids in strategic planning.

The other Segments of this series 'Artificial Intelligence (AI) Essentials for CPA' are:
AI Series - Introduction to Artificial Intelligence
AI Series - Technologies in Accounting Software
AI Series - Ethics and Regulations
AI Series - Leveraging AI for Data Analysis and Reporting
AI Series - Audit and Compliance
AI Series - Considerations in Tax Preparation and Research
AI Series - Considerations for Organizations When Adopting AI
AI Series - Future Trends in AI and Software for CPAs

NOTE: There is a 8 CPE Credit Hours combined course also available:
AI Essentials for CPA - Exploring Cutting-Edge Technology (Text Based Course)

Learning Objectives
  • Identify AI tools like OCR and NLP for data extraction.
  • Recognize AI algorithms for data cleansing.
  • Identify data normalization and AI techniques.
  • Identify AI-driven forecasting techniques for accurate predictions.
Last updated/reviewed: March 22, 2024
6 Reviews (20 ratings)

Reviews

5
Anonymous Author
It a good point of starting to understand the AI. OCR and NLP are critical to ensure errors are detected and kept under control. Now is critical to find the tools for the deployment
4
Anonymous Author
This is a good introduction on how these tools are used to clean data and make it easier to use in analysis.
4
Anonymous Author
Text was easy to read and thorough but sometimes the concepts and key points got a little buried in the text
5
Member's Profile
Interesting discussion of various types of AI that can be used for data analysis. Very timely topic.
5
Anonymous Author
Good course that covers a lot of the basics and very good first read
5
Anonymous Author
Great AI training series. I am learning so much with this series.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
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 Overview CPE
Course Syllabus
COURSE MATERIAL
  AI Series - Leveraging AI for Data Analysis and Reporting (Text Based Course)PDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam