Graduates and juniors, job managers, and partners
AI for Finance & Accounting Teams
Month-end is compressed, juniors are drafting with AI already, and nobody has written down where drafting stops and advice begins. This course settles that line at every level, from a graduate's first workpaper to a partner pricing what the saved hours are actually worth.
A practical course run by Rushi Vyas, in person or online: 3 stages, 20 teaching screens, and verifiable Open Badges issued after each session. The interactive courseware on this page opens with the access code shared with your cohort.
Who this course suits
- Level 1, for graduates and juniors asking whether an AI-assisted workpaper is ready to hand to a reviewer
- Level 2, for job managers reviewing AI-prepared work as rigorously as junior-prepared work without doubling their time
- Level 3, for partners pricing whether saved hours become margin, and deciding what the approved-tool list permits
Foundations
Graduates, juniors, and bookkeepers doing the preparation work. You are responsible for the workpapers and drafts you hand up for review.
See practice work the way AI sees it, and know the walls.
Questions this level answers:
- Which parts of a workpaper can AI touch before the file stops being defensible?
- Where does client data turn an AI shortcut into a confidentiality breach?
- What gets verified in a drafted client letter before a partner's name goes on it?
Where AI fits in practice work
Documents in, judgment out
- The practice reality
- Four questions before any AI decision
- Assist, delegate, automate: practice edition
- Module summary
Picking the right first workflows
Where the hours actually go
- Five signs a workflow is worth it
- Ready, taking shape, or just a signal
- Module summary
Practitioner
Managers, supervisors, and senior accountants running jobs. You own a job type end to end and you review what your juniors and the AI both produce.
Run the job: set the standard your team's work has to meet.
Questions this level answers:
- How does a reviewer test AI-prepared workpapers without spending the hours the AI just saved?
- What if the reconciliation is 98 percent right and month-end depends on the rest?
- When does drafting stop and advice begin in the letters your team sends?
Briefing AI on practice documents
The five-element brief, from letters to ledgers
- The management letter brief
- Five elements on rotation
- The advice-versus-admin boundary
- Module summary
Review evidence that stands up
If it is not documented, it did not happen
- Checking by consequence
- The three-job test
- Module summary
Leader
Partners, practice principals, and finance directors. You own the engagement economics, the approved-tool list, the professional indemnity position, and the independence question.
The partner's call: what the practice permits, funds, and stands behind.
Questions this level answers:
- Is it margin or capacity when AI takes hours out of a fixed-fee engagement?
- Who tells the insurer and the client that AI touched the engagement, and when?
- Which capability does the practice hire, train or buy, and what stops being funded?
Governance that fits a practice
Least privilege, client data, and the approval ladder
- The action ladder in a practice
- Practice tripwires
- Module summary
Capacity, pricing, and rollout
Turning saved hours into a better practice
- The honest value story
- Rolling out one job type at a time
- Course close
Credential
Each level ends in a scenario check and is recognised with a verifiable Open Badge: Foundation, then Practitioner, then Leader. Skill badges are earned by case study, and completing three courses earns the Cross-Industry badge.
Common questions
Does this course respect the advice boundary?
Yes. The course is built around compressing letters and workpapers while the advice boundary holds, with review habits tiered by what an error would cost.
Do I get a certificate for completing it?
Each of the three levels ends in a scenario check and earns a verifiable Open Badge with its own hosted verification page, ready to add to LinkedIn.
Can a whole practice or team take it together?
Yes. Courses run as live cohorts, in person or online, and a cohort code covers the whole group. Request access and you will hear back with dates.
Taught by Rushi Vyas, AI trainer and keynote speaker. About Rushi