AI Automation for Accountants with VBA, ChatGPT & Copilot

This workshop equips professionals with the skills to leverage ChatGPT and Copilot for automating financial tasks using VBA. During the workshop, participants will:

• Explore AI tools: Discover practical ways to use ChatGPT and Copilot
• Master prompt engineering: Learn prompt engineering techniques
• Get hands-on VBA practice: Use ChatGPT and Copilot to generate VBA code to automate processes.

By the end of the session, participants will be able to automate their own processes using AI.

Laptops pre-loaded with Microsoft Excel (Office 365 or Excel 2013+) are required.

Key Topics

Introduction to ChatGPT and Copilot

• Gain insights into the benefits and potential of ChatGPT and Copilot in the accounting and finance domain while exploring practical use cases that demonstrate their ability to streamline processes, enhance financial analysis, and improve efficiency.

Hands-on Session: Using ChatGPT and Copilot to generate code

• Participants will receive step-by-step guidance on setting up a ChatGPT account and interacting with both ChatGPT and Copilot effectively. The workshop will also cover best practices for maintaining confidentiality and data protection in compliance with PDPA regulations. Additionally, pre-built prompts tailored to various accounting and finance use cases will be provided to help initiate meaningful interactions with these AI tools.
• The session will explore how to structure queries for optimal results, introducing the fundamentals of prompt engineering. Participants will also learn how to generate and execute code, enabling them to automate key accounting and finance processes efficiently.

Hands-on Session: Automating Excel tasks

• Participants will be introduced to VBA fundamentals, including setting up the VBA environment in Excel and writing macros with the assistance of ChatGPT and Copilot. The workshop will cover automating common accounting tasks, such as data processing and financial analysis, while also focusing on debugging and refining AI-generated code to ensure accuracy and efficiency.

Developing a Digital Transformation Plan for your company

• Participants will learn to identify potential use cases, develop a digital transformation roadmap, and explore key steps for implementing AI-driven solutions in their organizations. The session will also cover change management strategies to address challenges, overcome resistance, and ensure successful adoption of these technologies.