AI for professionals · Free online course

AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work

Free course for accountants: ChatGPT, Claude and Excel for reconciliations, macros and research, keeping client data safe. The certificate is optional and paid.

  • 9 modules
  • 5h 54m of video
  • Beginner
  • English
  • ₹0, free
AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work course cover

₹0Free for good

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Overview

About AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work

Free course for accountants: ChatGPT, Claude and Excel for reconciliations, macros and research, keeping client data safe. The certificate is optional and paid.

AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work is a free, self-paced online course from EDWartens for accountants, chartered accountants, auditors and finance students. It has 9 modules and 5h 54m of video lessons by Value Pricing Academy, CA Monk, with written notes and worked problems, a practical project with a document pack and a 15-question final assessment (pass mark 60%). Learning is free with an account; an optional certificate with a public verification code is issued when you pass. Last updated 27 September 2026.

Who it is for: Accountants, chartered accountants, auditors and finance students

This course includes

  • 5h 54m of video lessons
  • 9 modules with written notes and diagrams
  • One final assessment: 15 questions, pass mark 60%
  • Ask-an-engineer support from practising engineers
  • Lifetime access, the course does not expire
  • Optional verifiable certificate when you finish
  1. Step 1 of 3

    Learn the 9 modules

    5h 54m of video lessons, written notes and a practice task per module, at your own pace.

  2. Step 2 of 3

    Pass the final assessment

    15 questions drawn from every module, pass mark 60%, 3 attempts.

  3. Step 3 of 3

    Take the certificate, if you want it

    Optional, paid once, only if you choose it. The course stays free either way.

    See the certificate and its price

A look inside

AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work: Syllabus at a glance
Syllabus at a glance
AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work: What you will be able to do
What you will be able to do
AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work: Tools and credits
Tools and credits

From the lessons

  • Easy step by step guide to setting up ChatGPT

    Set up and start: ChatGPT for accounting work

    by Value Pricing Academy

  • AI for Finance | FULL COURSE - Lecture 1 Basics of AI

    AI basics for finance professionals

    by CA Shivam Palan_CA Monk

  • Mastering ChatGPT: The Art of Prompt Engineering Revealed - Part 1

    Prompting for accounting tasks, and the mistakes to avoid

    by Value Pricing Academy

  • POWERFUL Data Analysis with ChatGPT

    Data analysis, charts of accounts and reconciliations

    by Value Pricing Academy

  • AI for Finance | FULL COURSE - Lecture 9 Excel Automation Using AI (VBA Coding)

    Excel automation with AI-written VBA

    by CA Shivam Palan_CA Monk

  • Master Industry Research with ChatGPT: A Guide to AI-Driven Insights

    Research, advisory and grounded notebooks

    by Value Pricing Academy

Lesson frames belong to the creators named in the Credits and are shown from YouTube.

What you learn

What you will be able to do

Set up an AI assistant for accounting work; write prompts that name the standard, the format and the checks; use AI to analyse data, draft a chart of accounts and speed up reconciliations while clearing every exception yourself; get Excel macros written and test them safely; research and summarise circulars with a grounded tool; design a custom assistant (a ChatGPT project or Gemini Gem) for a repeatable firm task; and keep client data confidential under the ICAI Code of Ethics and India's data protection law.

  • Set up an AI assistant safely for accounting work
  • Write finance prompts that name the rules, the format and your check
  • Speed up bank reconciliations and clear every exception yourself
  • Draft a chart of accounts and analyse data with AI
  • Get Excel macros written by AI and test them safely
  • Research with grounded tools such as Gemini Notebook (formerly NotebookLM) and verify every citation
  • Design a custom assistant (ChatGPT project or Gemini Gem) for a repeatable firm task
  • Keep client data confidential under the ICAI Code and India's data law

Syllabus

Course content, module by module

In order, at whatever pace suits you. Each module ends with a practice task that builds on the last.

Modules
9
Video lessons
17
Of video
5h 54m
Final questions
15
  1. 01

    Set up and start: ChatGPT for accounting work

    2 lessons · 20m
  2. 02

    AI basics for finance professionals

    1 lesson · 51m
  3. 03

    Prompting for accounting tasks, and the mistakes to avoid

    3 lessons · 54m
  4. 04

    Data analysis, charts of accounts and reconciliations

    3 lessons · 43m
  5. 05

    Excel automation with AI-written VBA

    1 lesson · 1h 0m
  6. 06

    Research, advisory and grounded notebooks

    3 lessons · 38m
  7. 07

    Custom assistants for an accounting practice

    1 lesson · 38m
  8. 08

    Security, privacy and the weaknesses you must know

    2 lessons · 29m
  9. Final assessment · 15 questions, pass mark 60%

Project

The course project

Optional practice that ends in the kind of job the course prepares you for, with the documents that go with it.

About 7 hours

An AI-assisted month-end close for a small manufacturer: prompt library, exceptions register, firm AI policy and close report

Run a month-end close for a small manufacturer the way a modern practice does: build a library of tested prompts for the close tasks, use AI to propose bank and ledger matches and record every exception you clear, write the firm's AI use policy, and deliver the close report with the reconciliations tied out. Invented data only. The sample pack shows each document for a textile job-worker in Tiruppur.

Sample document pack, 4 documents, filled in for the scenario

  • RegisterMonth-end close prompt library
  • RegisterBank reconciliation exceptions register, September
  • ProcedureSundaram & Associates: rules for using AI tools
  • ReportMonth-end close report: Kongu Knit Processors, September

Read inside the course and download as a workbook. The project is optional practice, marked when you submit it; the certificate needs only the modules and the final assessment.

Tools

Software, hardware and lessons

Software

A free account on ChatGPT or Claude, Microsoft Excel (any recent version), and a free Google account for Gemini Notebook (formerly NotebookLM).

Hardware

A laptop or desktop. Excel automation needs Excel for Windows or Mac.

Who it is for

Beginner in AI. You should already do accounting, audit, tax or bookkeeping work; no coding or AI background is needed.

Video lessons by

  • Value Pricing Academy
  • CA Monk

Independent creators, credited in full under Credits.

Software you need

What to download, where from, what it costs and how to install it. Every link goes to the maker's own site, never a mirror.

Required

  1. 01

    Microsoft Excel

    Microsoft

    Free web version with limits
    Runs on
    Excel for the web in any modern browser; desktop apps for Windows and macOS with a Microsoft 365 subscription
    Account
    A free Microsoft account

    Excel for the web is free with a Microsoft account and 5 GB of cloud storage. The desktop app comes with a paid Microsoft 365 subscription, which offers a free trial. Python in Excel is not available on free licences, and fuller Copilot features need an eligible paid plan.

    Alternatives

  2. 02

    Gemini Notebook (formerly NotebookLM)

    Google, in the browser

    Free with limits
    Runs on
    Any modern web browser, plus Android and iOS apps
    Account
    A free Google account (age verified)

    Free with a personal Google account. Usage limits apply and paid Google AI plans give higher limits and extra features.

One AI assistant

Any one is enough.

  1. 03

    ChatGPT

    OpenAI, in the browser

    Free plan with limits
    Runs on
    Any modern web browser, plus mobile and desktop apps
    Account
    A free OpenAI account

    The Free plan allows everyday text chats. File uploads, image creation, voice and data analysis have tighter limits than paid plans, and ads may appear in some countries. Paid plans raise the limits.

    Open ChatGPTchatgpt.com
  2. 04

    Claude

    Anthropic, in the browser

    Free plan with limits
    Runs on
    Any modern web browser, plus desktop and mobile apps
    Account
    A free Claude account (you must be 18 or over)

    The Free plan covers chat on web, desktop and mobile, web search, file creation and Artifacts. Usage limits reset on a rolling five-hour window and depend on message length and features used. Paid plans give more usage.

    Open Claudeclaude.com

Checked against each maker's own page on 27 September 2026. Trial lengths and editions change; the maker's page is the final word.

What you walk away with

Your certificate for AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work

Finish the course, pass the final, and this is the document with your name on it.

Sample Wartens Certificate of Completion for AI for Accountants and CAs: ChatGPT, Claude and Excel for Real Accounting Work, issued through the EDWartens training portal
Sample. The issued certificate carries your name, your final score, a unique certificate ID and its own QR code.
  • Verifiable by anyone

  • Adds to LinkedIn in one click

  • QR code on the certificate

  • Names what you can do

  • A permanent link

  • Earned, not attended

Learning is free. The certificate is optional.

Add it now and pay only when you have finished the course, or come back for it later. One-off, US$23.99, with a receipt.

Issued by Wartens Ltd (England and Wales, company no. 15262249) through the EDWartens training portal, as a Certificate of Completion for this self-paced course. Sold in India by Wartens Automation Private Limited. It is not a vendor certification, a university award or a CPD-accredited activity, and it does not certify competence on live equipment. Delivered electronically; see the refund policy.

FAQ

Common questions

Will AI replace accountants?

The evidence so far says no: AI is expected to take over routine tasks rather than the job itself. The US Bureau of Labor Statistics projects employment of accountants and auditors to grow 5 percent from 2025 to 2035, faster than the average for all occupations. The BLS says some routine accounting tasks may be automated with tools such as AI, which will make accountants' advisory and analytical duties more prominent. This course teaches you to use AI for that routine work, such as reconciliations and Excel macros, while you still clear every exception yourself.

Is it safe to put client data into ChatGPT?

Not into a personal ChatGPT account with default settings, because OpenAI says it may use content from its services for individuals, such as ChatGPT, to train its models unless you turn off "Improve the model for everyone" under Settings, Data controls. OpenAI also says that by default it does not use inputs or outputs from ChatGPT Business, ChatGPT Enterprise or its API to improve its models. Even with those settings, your professional confidentiality duties still apply, so the safest habit is to anonymise data before it goes into any AI tool. The course covers what must never go into a public AI tool, and every exercise uses invented or anonymised data.

Is this course for CAs only?

No. It is written for chartered accountants, articled assistants, auditors, tax practitioners and bookkeepers. The examples are Indian, but the methods apply anywhere.

Do I need to know coding for the Excel automation module?

No. The AI writes the VBA from your description. The course teaches you enough to read what a macro does and to test it safely on a copy.

Can I use real client data in the exercises?

No. Every exercise uses invented or anonymised data. The course teaches you what must never go into a public AI tool.

Is this the ICAI AI certification?

No. ICAI runs its own AI certificate courses for members (AICA Level 1 and Level 2). This is an independent free course by EDWartens, built on public lessons credited on each module, and it does not count towards any ICAI programme or CPE hours.

How long does the AI for Accountants and CAs course take?

About 9 hours of video lessons and study across nine modules, plus about 7 hours if you do the optional month-end close project. The course plan spreads it over about four weeks, but you can go at your own pace.

Is it tax advice?

No. The course teaches how to use AI tools in accounting work. It gives no tax, legal or audit advice.

Is the AI for Accountants and CAs course really free?

Yes. Every module, the notes, the project and the final assessment. The only paid item is the certificate, if you want it.

What certificate does the AI for Accountants and CAs course give?

An EDWartens Certificate of Completion, issued when you pass the final assessment, with a number anyone can verify on our site. It is not a professional qualification and we never describe it as one.

Is the AI for Accountants and CAs course free in India, and what does the certificate cost?

Yes. Learning costs ₹0 in India: every module, the written notes, the practice tasks and the final assessment, with no card and no trial period. The only paid item is the optional EDWartens Certificate of Completion, ₹499 including GST for this beginner course, paid in rupees through Razorpay, and only if you want it after passing the final assessment.

All course facts
Price
₹0, free for good. No trial, no card. Comparable classroom training of this length costs about ₹3,499.
Who it is for
Accountants, chartered accountants, auditors and finance students
Format
9 self-paced modules, 5h 54m of video, written notes, a practice task per module and one final assessment.
Level
Beginner. Beginner in AI. You should already do accounting, audit, tax or bookkeeping work; no coding or AI background is needed.
Brand
Vendor-neutral
Software
A free account on ChatGPT or Claude, Microsoft Excel (any recent version), and a free Google account for Gemini Notebook (formerly NotebookLM).
Hardware
A laptop or desktop. Excel automation needs Excel for Windows or Mac.
Certificate
Optional EDWartens Certificate of Completion, ₹499 inclusive of GST for learners in India, verifiable by code. Not a vendor credential.
Video lessons by
Value Pricing Academy, CA Monk (independent creators, credited below)
Language
English
Last updated
27 September 2026

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Credits

Who made the video lessons

The video lessons in this course were created by the people below, not by EDWartens. Every lesson streams from its creator's own YouTube channel; EDWartens neither hosts nor sells that footage, and the creators are not affiliated with EDWartens and do not endorse this course. What EDWartens wrote is the study plan, the notes, the practice tasks and the assessments.

  • Value Pricing Academythe ChatGPT and AI for Accountants and Bookkeepers series: setup, prompt engineering, mistakes, data analysis, charts of accounts, research, NotebookLM, custom GPTs and security
  • CA Shivam Palan (CA Monk)the AI for Finance full course lectures on AI basics and Excel automation with AI-written VBA

If you are one of these creators and would like a lesson removed or credited differently, write to info@wartens.com.