Master Claude AI to eliminate manual data entry, accelerate financial reporting, and transform your daily accounting practice with highly efficient automated workflows.
This course provides a concise overview of Claude and its transformative applications for workflow automation in the accounting profession. The curriculum explores Anthropic's advanced AI assistant, its diverse capabilities, and practical implementations specifically designed for accounting professionals. Through comprehensive examination of Claude's features, tools, and integrations, participants will learn how to leverage this technology to eliminate repetitive tasks, streamline complex processes, and adapt to the evolving landscape of AI-enabled financial services.
Who Will Benefit:
This course is designed for CPAs, CMAs, CFOs, controllers, bookkeepers, and accounting managers who want to leverage Claude's capabilities to reduce manual workload, improve output quality, and stay competitive in an AI-transformed profession.
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
