Please note this course is a chapter from the larger 8 credit course "AI Essentials for CPAs - Exploring Cutting Edge Technology" . You cannot get credit for both courses.

AI Series Module 7– Leveraging AI for Data Analysis & Reporting


Course Overview
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.

Learning Objectives
Upon completion of this course, you will be able to:
    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

Revision Date: 3/27/24

Additional Contents : Complete, no additional material needed
Advance Preparation : None
Intended Participants : Any CPA looking to maintain or enhance their professional competence
Course Declaration : Participants must complete the final examination within one year of purchase. A minimum passing grade of 70% or better is required to receive CPE
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