10 Real-Life AI Use Cases for Accountants (On-Demand - CPABC)
Overview
Created in October 2025, this course reflects the latest developments in AI tools and workflows. While the AI landscape continues to evolve rapidly, this course gives you current, hands-on examples of how working CPAs are already using these tools to save time, improve accuracy, and enhance client service today.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
You’ll also explore cutting-edge developments released in October 2025, including Microsoft Excel’s new Agent Mode, AI browsers like Perplexity’s Comet, and the latest tools from Google, OpenAI, and Microsoft, all demonstrated in real-world accounting contexts.
Whether you’re in public practice, industry, or education, this course will show you how to save hours each week, sharpen your professional edge, and future-proof your career using tools that are available right now.
Enroll today to discover real AI use cases that deliver real results for the way accountants actually work.
Applicable for
Learning Objectives
- Understand the current AI landscape for accountants as of October 2025
- Learn how to use AI-powered notebooks like NotebookLM and Copilot Notebooks for research and learning
- Automate repetitive tasks with AI agents and streamline workflows
- Use Copilot in Excel for instant data analysis and visualization
- Explore browser-based AI assistants like Perplexity’s Comet for web research and compliance review
- Draft, summarize, and reply to emails and client communications using AI writing tools
- Conduct deep research on tax, audit, and industry topics using ChatGPT, Gemini, Copilot, and Perplexity
- Apply AI for strategic planning and scenario modeling for firms and clients
- Perform document analysis for financial statements, audits, and contracts using AI
- Coordinate research and writing projects efficiently with tools like Copilot Pages, Notebooks, Canvas, and Gemini Docs
Content
- Automate repetitive work using AI agents
- Use Copilot in Excel for automatic analysis and error-free insights
- Conduct deep research on tax, audit, and industry topics in minutes
- Summarize and respond to client emails with AI-powered writing tools
- Analyze and extract data from complex documents
- Coordinate research and writing projects using new AI workspaces
- Create custom client chatbots to deliver real value 24/7
Course Content Created: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 2.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
10 Real-Life AI Use Cases for Accountants (On-Demand - CPABC)
- 2.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
Created in October 2025, this course reflects the latest developments in AI tools and workflows. While the AI landscape continues to evolve rapidly, this course gives you current, hands-on examples of how working CPAs are already using these tools to save time, improve accuracy, and enhance client service today.
Watch a short promotional video of the course here:
Access expires 180 days from purchase date |
Course Description
You’ll also explore cutting-edge developments released in October 2025, including Microsoft Excel’s new Agent Mode, AI browsers like Perplexity’s Comet, and the latest tools from Google, OpenAI, and Microsoft, all demonstrated in real-world accounting contexts.
Whether you’re in public practice, industry, or education, this course will show you how to save hours each week, sharpen your professional edge, and future-proof your career using tools that are available right now.
Enroll today to discover real AI use cases that deliver real results for the way accountants actually work.
Applicable for
Learning Objectives
- Understand the current AI landscape for accountants as of October 2025
- Learn how to use AI-powered notebooks like NotebookLM and Copilot Notebooks for research and learning
- Automate repetitive tasks with AI agents and streamline workflows
- Use Copilot in Excel for instant data analysis and visualization
- Explore browser-based AI assistants like Perplexity’s Comet for web research and compliance review
- Draft, summarize, and reply to emails and client communications using AI writing tools
- Conduct deep research on tax, audit, and industry topics using ChatGPT, Gemini, Copilot, and Perplexity
- Apply AI for strategic planning and scenario modeling for firms and clients
- Perform document analysis for financial statements, audits, and contracts using AI
- Coordinate research and writing projects efficiently with tools like Copilot Pages, Notebooks, Canvas, and Gemini Docs
Content
- Automate repetitive work using AI agents
- Use Copilot in Excel for automatic analysis and error-free insights
- Conduct deep research on tax, audit, and industry topics in minutes
- Summarize and respond to client emails with AI-powered writing tools
- Analyze and extract data from complex documents
- Coordinate research and writing projects using new AI workspaces
- Create custom client chatbots to deliver real value 24/7
Course Content Created: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
David Trahair, CPA, CAAbout This Product
On-Demand Courses by CPABC are recordings from live seminars, made available with any corresponding handout material, where available.
These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.