GPT Builder for Accountants (On-Demand - Wasny)
Overview
This course provides a concise overview of how CPAs can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces. You'll discover how to create tailored GPTs that automate repetitive accounting tasks, provide real-time financial analysis, and enhance strategic decision-making—all without needing to write a single line of code. Through real-world accounting use cases and guided examples, this course equips financial professionals to unlock the power of no-code AI and become GPT creators in their own firms.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- define GPT Builder and describe its relevance to accounting
- differentiate among GPTs, Projects, Tasks, and other AI assistant platforms
- create customized GPTs grounded in accounting documents
- implement AI tools to automate financial analysis and reporting
- evaluate GPT output accuracy using evidence-based prompts
- design GPTs for strategic advisory and client interaction
- share and scale GPTs to enhance team productivity and client service
Content
- what GPT Builder is and how it works
- key differences between Custom GPTs, Projects, and Scheduled Tasks
- how to design AI assistants for specific accounting workflows
- uploading and grounding GPTs in accounting documents
- voice-based interactions and real-time financial Q&A
- use cases for tax prep, compliance, and audit analysis
- comparing GPT Builder with Claude, Gemini, NotebookLM, and Perplexity
Course Content Created: May 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
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.
What you can expect
An optional exercise will be available to further your learning.
Course Dates & Registration
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- 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.
GPT Builder for Accountants (On-Demand - Wasny)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
This course provides a concise overview of how CPAs can design, build, and deploy custom AI assistants using tools like ChatGPT Builder, Claude Projects, Google Gemini Gems, NotebookLM, and Perplexity Spaces. You'll discover how to create tailored GPTs that automate repetitive accounting tasks, provide real-time financial analysis, and enhance strategic decision-making—all without needing to write a single line of code. Through real-world accounting use cases and guided examples, this course equips financial professionals to unlock the power of no-code AI and become GPT creators in their own firms.
Access expires 180 days from purchase date |
Applicable for
Learning Objectives
- define GPT Builder and describe its relevance to accounting
- differentiate among GPTs, Projects, Tasks, and other AI assistant platforms
- create customized GPTs grounded in accounting documents
- implement AI tools to automate financial analysis and reporting
- evaluate GPT output accuracy using evidence-based prompts
- design GPTs for strategic advisory and client interaction
- share and scale GPTs to enhance team productivity and client service
Content
- what GPT Builder is and how it works
- key differences between Custom GPTs, Projects, and Scheduled Tasks
- how to design AI assistants for specific accounting workflows
- uploading and grounding GPTs in accounting documents
- voice-based interactions and real-time financial Q&A
- use cases for tax prep, compliance, and audit analysis
- comparing GPT Builder with Claude, Gemini, NotebookLM, and Perplexity
Course Content Created: May 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
Garrett Wasny, MA, CMC, CITP/FIBPAbout This Product
On-Demand Courses by Garrett Wasny. Garrett Wasny, MA, CMC, CITP/FIBP is an independent digital skills advisor to accountants worldwide. His courses focus on the intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. The sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. The presentations reveal how practitioners can build on their core knowledge as financial stewards and develop new digital competencies as strategic advisors, cross-domain thinkers, and integrated reporters. You’ll walk away from his courses future-ready, tech-powered, and technically prepared to take on a storm of business disruption.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
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.
What you can expect
An optional exercise will be available to further your learning.
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.