Master GPT-powered automation for accounting. Transform routine tasks, boost efficiency, and unlock new strategic advisory services.
This course provides a concise overview of how accountants can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces. You'll discover how to create tailored GPTs that automate repetitive accounting tasks, provide real-time financial analysis, and enhance strategic decision-making—all without needing to write a single line of code.
Through real-world accounting use cases and guided examples, this course equips financial professionals to unlock the power of no-code AI and become GPT creators in their own firms.
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This course is ideal for accountants, auditors, controllers, and financial analysts seeking to build personalized AI assistants that streamline tasks, increase efficiency, and enhance advisory services.

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.